Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Financial Sector Spdr Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.55 Billion
Q3 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 5,624 shares of XLF stock, worth $280,075. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,624

Previous 5,823 3.42%

Holding current value

$280,075

Previous $239,000 6.28%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$40.84 - $45.74 $8,127 - $9,102	-199 Reduced 3.42%	5,624 $254,000
Q2 2024 Aug 09, 2024	BUY	$39.59 - $42.49 $230,532 - $247,419	5,823 New	5,823 $239,000
Q2 2023 Aug 11, 2023	SELL	$31.55 - $33.71 $956,059 - $1.02 Million	-30,303 Reduced 81.19%	7,022 $236,000
Q1 2023 May 09, 2023	BUY	$30.98 - $37.0 $1.16 Million - $1.38 Million	37,325 New	37,325 $1.2 Million
Q2 2022 Aug 02, 2022	SELL	$30.84 - $38.22 $65,257 - $80,873	-2,116 Reduced 21.53%	7,712 $243,000
Q1 2022 May 13, 2022	SELL	$35.66 - $41.42 $134,402 - $156,111	-3,769 Reduced 27.72%	9,828 $377,000
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $79,472 - $85,992	2,117 Added 18.44%	13,597 $531,000
Q3 2021 Nov 02, 2021	SELL	$35.11 - $39.0 $616,636 - $684,957	-17,563 Reduced 60.47%	11,480 $431,000
Q2 2021 Aug 12, 2021	BUY	$34.47 - $38.47 $794,119 - $886,271	23,038 Added 383.65%	29,043 $1.07 Million
Q1 2021 May 17, 2021	BUY	$28.95 - $34.77 $173,844 - $208,793	6,005 New	6,005 $204,000
Q1 2020 May 11, 2020	SELL	$17.66 - $31.17 $118,251 - $208,714	-6,696 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$26.78 - $30.94 $51,015 - $58,940	-1,905 Reduced 22.15%	6,696 $206,000
Q3 2019 Nov 13, 2019	BUY	$27.86 - $28.52 $239,623 - $245,300	8,601 New	8,601 $241,000

Others Institutions Holding XLF

# of Institutions

1,838

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
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Industry ETFs

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Financial Sector Spdr Transaction History