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 $368,859. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,708
Previous 1,780 4.04%
Holding current value
$368,859
Previous $356,000 7.58%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,454
Shares Held
82.9M
Call Options Held
7.57M
Put Options Held
18.1M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

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