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

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

  • $3.65 Billion
  • Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 6,904 shares of XLU stock, worth $538,373. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,904
Holding current value
$538,373
% of portfolio
0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$74.89 - $82.93 $517,040 - $572,548
6,904 New
6,904 $522,000
Q2 2023

Aug 11, 2023
BUY
$64.34 - $69.97 $197,845 - $215,157
3,075 New
3,075 $201,000

Others Institutions Holding XLU

# of Institutions
1,552
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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