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

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

$3.55 Billion
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$98.64 - $107.12 $234,960 - $255,159	-2,382 Closed	0 $0
Q3 2021 Nov 02, 2021	SELL	$97.84 - $105.53 $526,379 - $567,751	-5,380 Reduced 69.31%	2,382 $233,000
Q2 2021 Aug 12, 2021	BUY	$98.78 - $105.53 $531,436 - $567,751	5,380 Added 225.86%	7,762 $795,000
Q1 2021 May 17, 2021	BUY	$84.77 - $98.77 $201,922 - $235,270	2,382 New	2,382 $235,000
Q3 2019 Nov 13, 2019	SELL	$77.22 - $79.35 $291,505 - $299,546	-3,775 Closed	0 $0
Q2 2019 Aug 12, 2019	BUY	N/A	430 Added 12.86%	3,775 $292,000
Q1 2019 May 13, 2019	BUY	N/A	3,345 New	3,345 $251,000
Q4 2018 Feb 13, 2019	SELL	N/A	-2,829 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	2,829 New	2,829 $210,000

Others Institutions Holding XLI

# of Institutions

1,437

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

Bank Of America Corp Charlotte, NC

17.6M
Shares

$2.52 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.62M
Shares

$1.23 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

7.09M
Shares

$1.01 Billion
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

6.43M
Shares

$921 Million
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

5.73M
Shares

$820 Million
0.18% of portfolio

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
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Industry ETFs

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