Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $4.37 Billion
- Q2 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 21,309 shares of SPDW stock, worth $922,253. This represents 0.02% of its overall portfolio holdings.
Number of Shares
21,309
Previous 21,290
0.09%
Holding current value
$922,253
Previous $775,000
11.23%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding SPDW
# of Institutions
1,152Shares Held
577MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio