Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr S&P Emerging Markets Smal 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 Spdr S&P Emerging Markets Smal stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 184,562 shares of EWX stock, worth $10.7 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
184,562
Previous 181,785 1.53%
Holding current value
$10.7 Million
Previous $11.3 Million 4.6%
% of portfolio
0.3%
Previous 0.32%

Shares

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

Jan 21, 2025
BUY
$58.61 - $64.79 $162,759 - $179,921
2,777 Added 1.53%
184,562 $10.8 Million
Q3 2024

Oct 31, 2024
SELL
$54.3 - $62.38 $12,597 - $14,472
-232 Reduced 0.13%
181,785 $11.3 Million
Q2 2024

Aug 09, 2024
SELL
$54.71 - $59.06 $199,144 - $214,978
-3,640 Reduced 1.96%
182,017 $10.5 Million
Q1 2024

May 06, 2024
SELL
$53.3 - $56.66 $170,346 - $181,085
-3,196 Reduced 1.69%
185,657 $10.4 Million
Q4 2023

Feb 06, 2024
SELL
$51.03 - $56.87 $33,526 - $37,363
-657 Reduced 0.35%
188,853 $10.7 Million
Q3 2023

Nov 02, 2023
SELL
$52.49 - $55.33 $25,667 - $27,056
-489 Reduced 0.26%
189,510 $10.1 Million
Q2 2023

Aug 11, 2023
SELL
$49.86 - $54.02 $213,699 - $231,529
-4,286 Reduced 2.21%
189,999 $9.98 Million
Q1 2023

May 09, 2023
BUY
$49.12 - $52.56 $89,496 - $95,764
1,822 Added 0.95%
194,285 $9.84 Million
Q4 2022

Feb 07, 2023
BUY
$44.86 - $51.01 $1 Million - $1.14 Million
22,301 Added 13.11%
192,463 $9.42 Million
Q3 2022

Nov 02, 2022
BUY
$45.33 - $51.0 $500,035 - $562,581
11,031 Added 6.93%
170,162 $7.75 Million
Q2 2022

Aug 02, 2022
BUY
$48.46 - $58.2 $1.15 Million - $1.38 Million
23,772 Added 17.56%
159,131 $7.74 Million
Q1 2022

May 13, 2022
SELL
$53.14 - $59.56 $399,134 - $447,355
-7,511 Reduced 5.26%
135,359 $7.67 Million
Q4 2021

Feb 14, 2022
BUY
$56.92 - $61.04 $940,489 - $1.01 Million
16,523 Added 13.08%
142,870 $8.47 Million
Q3 2021

Nov 02, 2021
SELL
$57.29 - $61.58 $96,018 - $103,208
-1,676 Reduced 1.31%
126,347 $7.41 Million
Q2 2021

Aug 12, 2021
BUY
$55.66 - $61.48 $1.31 Million - $1.44 Million
23,457 Added 22.43%
128,023 $7.85 Million
Q1 2021

May 17, 2021
SELL
$51.27 - $55.89 $1.19 Million - $1.29 Million
-23,162 Reduced 18.13%
104,566 $5.79 Million
Q4 2020

Feb 12, 2021
SELL
$43.95 - $52.1 $16,085 - $19,068
-366 Reduced 0.29%
127,728 $6.6 Million
Q3 2020

Nov 12, 2020
SELL
$41.35 - $45.9 $7,525 - $8,353
-182 Reduced 0.14%
128,094 $5.69 Million
Q2 2020

Aug 12, 2020
SELL
$32.12 - $41.44 $170,653 - $220,170
-5,313 Reduced 3.98%
128,276 $5.24 Million
Q1 2020

May 11, 2020
BUY
$29.99 - $47.26 $3.21 Million - $5.06 Million
107,032 Added 403.03%
133,589 $4.42 Million
Q4 2019

Feb 13, 2020
BUY
$42.93 - $46.27 $858 - $925
20 Added 0.08%
26,557 $1.22 Million
Q3 2019

Nov 13, 2019
BUY
$43.18 - $44.88 $118,529 - $123,195
2,745 Added 11.54%
26,537 $1.15 Million
Q2 2019

Aug 12, 2019
BUY
N/A
3,803 Added 19.03%
23,792 $1.06 Million
Q1 2019

May 13, 2019
SELL
N/A
-852 Reduced 4.09%
19,989 $891,000
Q4 2018

Feb 13, 2019
SELL
N/A
-4,619 Reduced 18.14%
20,841 $854,000
Q3 2018

Nov 13, 2018
BUY
N/A
5,696 Added 28.82%
25,460 $1.14 Million
Q2 2018

Aug 13, 2018
BUY
N/A
3,936 Added 24.87%
19,764 $938,000
Q1 2018

May 14, 2018
BUY
N/A
7,354 Added 86.78%
15,828 $831,000
Q1 2018

May 14, 2018
SELL
N/A
-617 Reduced 6.79%
8,474 $831,000
Q4 2017

Feb 12, 2018
BUY
N/A
2 Added 0.02%
9,091 $473,000
Q3 2017

Nov 13, 2017
SELL
N/A
-180 Reduced 1.94%
9,089 $450,000
Q2 2017

Aug 10, 2017
BUY
N/A
9,269
9,269 $433,000

Others Institutions Holding EWX

# of Institutions
174
Shares Held
8.45M
Call Options Held
0
Put Options Held
3.6K
View Full List

About SPDR S&P EMERGING MARKETS SMAL

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