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

$3.55 Billion
Q3 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 4,723 shares of SLYV stock, worth $416,332. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,723

Previous 4,827 2.15%

Holding current value

$416,332

Previous $378,000 8.47%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

591

Shares Held

31.3M

Call Options Held

Put Options Held

800

View Full List

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
Sector ETFs
Industry ETFs

More about SLYV

Track This Portfolio

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.

Account

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