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

$3.55 Billion
Q3 2024

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 11,004 shares of SPDW stock, worth $388,221. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,004

Previous 10,896 0.99%

Holding current value

$388,221

Previous $382,000 8.12%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$33.74 - $37.96 $3,643 - $4,099	108 Added 0.99%	11,004 $413,000
Q1 2024 May 06, 2024	SELL	$32.85 - $35.9 $52,954 - $57,870	-1,612 Reduced 12.89%	10,896 $390,000
Q4 2023 Feb 06, 2024	BUY	$29.46 - $34.07 $126,265 - $146,024	4,286 Added 52.13%	12,508 $425,000
Q3 2023 Nov 02, 2023	SELL	$30.88 - $33.58 $132,753 - $144,360	-4,299 Reduced 34.33%	8,222 $254,000
Q2 2023 Aug 11, 2023	BUY	$31.7 - $33.66 $396,915 - $421,456	12,521 New	12,521 $407,000

Others Institutions Holding SPDW

# of Institutions

953

Shares Held

487M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History