Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Select Sector Spdr Consumer Di 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 Select Sector Spdr Consumer Di stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 1,708 shares of XLY stock, worth $394,445. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,708

Previous 1,780 4.04%

Holding current value

$394,445

Previous $356,000 7.58%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$194.8 - $239.43 $14,025 - $17,238	-72 Reduced 4.04%	1,708 $383,000
Q3 2024 Oct 31, 2024	BUY	$170.05 - $200.86 $2,550 - $3,012	15 Added 0.85%	1,780 $356,000
Q2 2024 Aug 09, 2024	SELL	$169.76 - $184.45 $79,956 - $86,875	-471 Reduced 21.06%	1,765 $321,000
Q1 2024 May 06, 2024	BUY	$170.9 - $185.02 $64,258 - $69,567	376 Added 20.22%	2,236 $411,000
Q4 2023 Feb 06, 2024	BUY	$148.04 - $181.41 $35,529 - $43,538	240 Added 14.81%	1,860 $332,000
Q2 2023 Aug 11, 2023	BUY	$143.54 - $169.81 $22,966 - $27,169	160 Added 10.96%	1,620 $275,000
Q1 2023 May 09, 2023	SELL	$128.39 - $156.16 $105,793 - $128,675	-824 Reduced 36.08%	1,460 $218,000
Q4 2022 Feb 07, 2023	SELL	$126.26 - $147.57 $14,267 - $16,675	-113 Reduced 4.71%	2,284 $295,000
Q3 2022 Nov 02, 2022	BUY	$140.01 - $172.97 $15,821 - $19,545	113 Added 4.95%	2,397 $341,000
Q1 2022 May 13, 2022	SELL	$163.19 - $210.31 $81,758 - $105,365	-501 Reduced 17.99%	2,284 $423,000
Q4 2021 Feb 14, 2022	BUY	$179.37 - $211.42 $48,071 - $56,660	268 Added 10.65%	2,785 $569,000
Q3 2021 Nov 02, 2021	SELL	$175.93 - $185.89 $616,458 - $651,358	-3,504 Reduced 58.2%	2,517 $452,000
Q2 2021 Aug 12, 2021	BUY	$166.65 - $179.87 $663,267 - $715,882	3,980 Added 195.0%	6,021 $1.08 Million
Q4 2020 Feb 12, 2021	BUY	$142.97 - $160.78 $63,478 - $71,386	444 Added 27.8%	2,041 $328,000
Q3 2020 Nov 12, 2020	SELL	$129.0 - $153.76 $113,649 - $135,462	-881 Reduced 35.55%	1,597 $235,000
Q2 2020 Aug 12, 2020	BUY	$92.41 - $133.25 $228,991 - $330,193	2,478 New	2,478 $316,000
Q1 2020 May 11, 2020	SELL	$87.45 - $132.32 $215,389 - $325,904	-2,463 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$117.45 - $126.06 $289,279 - $310,485	2,463 New	2,463 $309,000

Others Institutions Holding XLY

# of Institutions

1,341

Shares Held

76.7M

Call Options Held

7.35M

Put Options Held

17.7M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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