A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 7,734 shares of XLK stock, worth $1.74 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,734
Previous 8,142 5.01%
Holding current value
$1.74 Million
Previous $1.7 Million 3.19%
% of portfolio
0.05%
Previous 0.05%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$192.53 - $231.41 $78,552 - $94,415
-408 Reduced 5.01%
7,734 $1.75 Million
Q1 2024

May 06, 2024

SELL
$184.12 - $211.02 $508,539 - $582,837
-2,762 Reduced 25.33%
8,142 $1.7 Million
Q4 2023

Feb 06, 2024

BUY
$160.19 - $193.07 $245,571 - $295,976
1,533 Added 16.36%
10,904 $2.1 Million
Q3 2023

Nov 02, 2023

SELL
$161.97 - $180.26 $760,773 - $846,681
-4,697 Reduced 33.39%
9,371 $1.54 Million
Q2 2023

Aug 11, 2023

BUY
$143.97 - $174.63 $1.03 Million - $1.25 Million
7,178 Added 104.18%
14,068 $2.45 Million
Q1 2023

May 09, 2023

BUY
$121.18 - $151.01 $142,022 - $176,983
1,172 Added 20.5%
6,890 $1.04 Million
Q4 2022

Feb 07, 2023

SELL
$116.56 - $136.15 $31,937 - $37,305
-274 Reduced 4.57%
5,718 $711,000
Q3 2022

Nov 02, 2022

SELL
$118.78 - $151.56 $118,067 - $150,650
-994 Reduced 14.23%
5,992 $712,000
Q2 2022

Aug 02, 2022

SELL
$123.49 - $161.47 $51,495 - $67,332
-417 Reduced 5.63%
6,986 $888,000
Q1 2022

May 13, 2022

BUY
$141.39 - $175.52 $82,006 - $101,801
580 Added 8.5%
7,403 $1.18 Million
Q4 2021

Feb 14, 2022

BUY
$148.06 - $176.65 $44,269 - $52,818
299 Added 4.58%
6,823 $1.19 Million
Q3 2021

Nov 02, 2021

SELL
$147.91 - $159.7 $1.26 Million - $1.36 Million
-8,537 Reduced 56.68%
6,524 $974,000
Q2 2021

Aug 12, 2021

BUY
$131.31 - $147.82 $1.22 Million - $1.37 Million
9,265 Added 159.85%
15,061 $2.22 Million
Q1 2021

May 17, 2021

BUY
$125.83 - $138.59 $59,517 - $65,553
473 Added 8.89%
5,796 $770,000
Q4 2020

Feb 12, 2021

BUY
$110.86 - $130.52 $109,197 - $128,562
985 Added 22.71%
5,323 $692,000
Q3 2020

Nov 12, 2020

SELL
$104.66 - $127.03 $127,161 - $154,341
-1,215 Reduced 21.88%
4,338 $506,000
Q2 2020

Aug 12, 2020

BUY
$76.54 - $104.63 $20,742 - $28,354
271 Added 5.13%
5,553 $580,000
Q1 2020

May 11, 2020

BUY
$70.4 - $102.79 $7,110 - $10,381
101 Added 1.95%
5,282 $425,000
Q4 2019

Feb 13, 2020

BUY
$78.28 - $91.92 $125,248 - $147,072
1,600 Added 44.68%
5,181 $475,000
Q3 2019

Nov 13, 2019

SELL
$79.69 - $81.76 $124,714 - $127,954
-1,565 Reduced 30.41%
3,581 $288,000
Q2 2019

Aug 12, 2019

SELL
N/A
-462 Reduced 8.24%
5,146 $402,000
Q1 2019

May 13, 2019

SELL
N/A
-203 Reduced 3.49%
5,608 $415,000
Q4 2018

Feb 13, 2019

BUY
N/A
200 Added 3.56%
5,811 $360,000
Q3 2018

Nov 13, 2018

BUY
N/A
829 Added 17.34%
5,611 $423,000
Q2 2018

Aug 13, 2018

BUY
N/A
4,782 New
4,782 $332,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

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

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.