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
- $3.85 Billion
- Q1 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 21,290 shares of SPDW stock, worth $847,554. This represents 0.02% of its overall portfolio holdings.
Number of Shares
21,290
Previous 12,261
73.64%
Holding current value
$847,554
Previous $418,000
85.41%
% of portfolio
0.02%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
1,087Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.45 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.6 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.26 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
-
Cwm, LLC13MShares$516 Million1.88% of portfolio