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

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

  • $3.85 Billion
  • Q1 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 2,977 shares of XLV stock, worth $394,869. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,977
Previous 2,491 19.51%
Holding current value
$394,869
Previous $342,000 26.9%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$137.61 - $149.68 $66,878 - $72,744
486 Added 19.51%
2,977 $434,000
Q4 2024

Jan 21, 2025
SELL
$136.28 - $154.74 $40,066 - $45,493
-294 Reduced 10.56%
2,491 $342,000
Q3 2024

Oct 31, 2024
SELL
$143.3 - $157.24 $33,962 - $37,265
-237 Reduced 7.84%
2,785 $428,000
Q2 2024

Aug 09, 2024
SELL
$138.43 - $147.09 $97,316 - $103,404
-703 Reduced 18.87%
3,022 $440,000
Q1 2024

May 06, 2024
SELL
$138.48 - $147.86 $110,507 - $117,992
-798 Reduced 17.64%
3,725 $550,000
Q4 2023

Feb 06, 2024
BUY
$123.14 - $136.38 $69,450 - $76,918
564 Added 14.25%
4,523 $616,000
Q3 2023

Nov 02, 2023
BUY
$128.74 - $136.24 $48,020 - $50,817
373 Added 10.4%
3,959 $509,000
Q2 2023

Aug 11, 2023
BUY
$126.74 - $135.66 $35,487 - $37,984
280 Added 8.47%
3,586 $475,000
Q1 2023

May 09, 2023
SELL
$124.15 - $135.82 $69,399 - $75,923
-559 Reduced 14.46%
3,306 $427,000
Q4 2022

Feb 07, 2023
SELL
$121.85 - $140.1 $30,949 - $35,585
-254 Reduced 6.17%
3,865 $525,000
Q3 2022

Nov 02, 2022
SELL
$121.11 - $134.29 $20,588 - $22,829
-170 Reduced 3.96%
4,119 $499,000
Q2 2022

Aug 02, 2022
SELL
$119.89 - $142.83 $138,472 - $164,968
-1,155 Reduced 21.22%
4,289 $550,000
Q1 2022

May 13, 2022
BUY
$126.55 - $139.44 $10,883 - $11,991
86 Added 1.61%
5,444 $746,000
Q4 2021

Feb 14, 2022
BUY
$125.34 - $141.49 $114,435 - $129,180
913 Added 20.54%
5,358 $755,000
Q3 2021

Nov 02, 2021
BUY
$127.07 - $136.85 $17,154 - $18,474
135 Added 3.13%
4,445 $566,000
Q2 2021

Aug 12, 2021
BUY
$116.39 - $126.03 $50,280 - $54,444
432 Added 11.14%
4,310 $543,000
Q1 2021

May 17, 2021
SELL
$110.8 - $118.5 $202,431 - $216,499
-1,827 Reduced 32.02%
3,878 $453,000
Q4 2020

Feb 12, 2021
BUY
$101.66 - $113.44 $147,610 - $164,714
1,452 Added 34.14%
5,705 $647,000
Q3 2020

Nov 12, 2020
SELL
$100.71 - $109.44 $164,459 - $178,715
-1,633 Reduced 27.74%
4,253 $449,000
Q2 2020

Aug 12, 2020
BUY
$85.21 - $103.92 $211,235 - $257,617
2,479 Added 72.76%
5,886 $589,000
Q1 2020

May 11, 2020
BUY
$74.62 - $104.73 $12,983 - $18,223
174 Added 5.38%
3,407 $302,000
Q4 2019

Feb 13, 2020
BUY
$87.95 - $103.11 $284,342 - $333,354
3,233 New
3,233 $329,000

Others Institutions Holding XLV

# of Institutions
2,026
Shares Held
201M
Call Options Held
9.84M
Put Options Held
18.8M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email