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
- $3.65 Billion
- Q4 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 12,261 shares of SPDW stock, worth $448,752. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,261
Previous 11,004
11.42%
Holding current value
$448,752
Previous $413,000
1.21%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SPDW
# of Institutions
1,036Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.51 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.44 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$805 Million17.44% of portfolio