Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr S&P 600 Small Cap Value E 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 600 Small Cap Value E stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 3,901 shares of SLYV stock, worth $345,667. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,901

Previous 4,723 17.4%

Holding current value

$345,667

Previous $410,000 17.07%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$84.34 - $95.14 $69,327 - $78,205	-822 Reduced 17.4%	3,901 $340,000
Q3 2024 Oct 31, 2024	SELL	$77.23 - $87.97 $8,031 - $9,148	-104 Reduced 2.15%	4,723 $410,000
Q2 2024 Aug 09, 2024	BUY	$76.01 - $82.53 $96,532 - $104,813	1,270 Added 35.7%	4,827 $378,000
Q1 2024 May 06, 2024	BUY	$77.43 - $82.98 $464 - $497	6 Added 0.17%	3,557 $295,000
Q4 2023 Feb 06, 2024	SELL	$66.67 - $84.55 $9,333 - $11,837	-140 Reduced 3.79%	3,551 $295,000
Q3 2023 Nov 02, 2023	BUY	$71.19 - $81.84 $71 - $81	1 Added 0.03%	3,691 $267,000
Q2 2023 Aug 11, 2023	BUY	$71.23 - $78.02 $71 - $78	1 Added 0.03%	3,690 $284,000
Q1 2023 May 09, 2023	SELL	$72.3 - $86.64 $16,412 - $19,667	-227 Reduced 5.8%	3,689 $281,000
Q4 2022 Feb 07, 2023	SELL	$68.86 - $79.8 $17,834 - $20,668	-259 Reduced 6.2%	3,916 $290,000
Q3 2022 Nov 02, 2022	BUY	$67.14 - $82.32 $67 - $82	1 Added 0.02%	4,175 $280,000
Q2 2022 Aug 02, 2022	SELL	$70.38 - $84.1 $6,756 - $8,073	-96 Reduced 2.25%	4,174 $302,000
Q1 2022 May 13, 2022	SELL	$78.85 - $87.08 $32,643 - $36,051	-414 Reduced 8.84%	4,270 $355,000
Q4 2021 Feb 14, 2022	BUY	$80.48 - $90.28 $4,587 - $5,145	57 Added 1.23%	4,684 $397,000
Q3 2021 Nov 02, 2021	SELL	$78.25 - $86.49 $78,641 - $86,922	-1,005 Reduced 17.84%	4,627 $379,000
Q2 2021 Aug 12, 2021	BUY	$80.72 - $89.85 $158,211 - $176,106	1,960 Added 53.38%	5,632 $483,000
Q1 2021 May 17, 2021	SELL	$65.44 - $87.88 $7,329 - $9,842	-112 Reduced 2.96%	3,672 $301,000
Q4 2020 Feb 12, 2021	BUY	$50.84 - $66.37 $192,378 - $251,144	3,784 New	3,784 $250,000
Q1 2020 May 11, 2020	SELL	$35.74 - $66.24 $152,252 - $282,182	-4,260 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$60.53 - $63.24 $257,857 - $269,402	4,260 New	4,260 $261,000

Others Institutions Holding SLYV

# of Institutions

601

Shares Held

31M

Call Options Held

Put Options Held

800

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr S&P 600 Small Cap Value E Transaction History