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 11,725 shares of SPEM stock, worth $469,938. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,725

Previous 11,192 4.76%

Holding current value

$469,938

Previous $462,000 2.81%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$38.37 - $42.82 $20,451 - $22,823	533 Added 4.76%	11,725 $449,000
Q3 2024 Oct 31, 2024	SELL	$36.02 - $41.68 $9,977 - $11,545	-277 Reduced 2.42%	11,192 $462,000
Q1 2024 May 06, 2024	SELL	$33.69 - $36.47 $37,598 - $40,700	-1,116 Reduced 8.87%	11,469 $415,000
Q4 2023 Feb 06, 2024	SELL	$32.26 - $35.46 $2,871 - $3,155	-89 Reduced 0.7%	12,585 $445,000
Q3 2023 Nov 02, 2023	BUY	$33.36 - $36.37 $166 - $181	5 Added 0.04%	12,674 $425,000
Q2 2023 Aug 11, 2023	BUY	$33.2 - $35.75 $23,738 - $25,561	715 Added 5.98%	12,669 $435,000
Q1 2023 May 09, 2023	SELL	$32.49 - $36.44 $18,324 - $20,552	-564 Reduced 4.51%	11,954 $407,000
Q4 2022 Feb 07, 2023	SELL	$30.18 - $34.51 $1,659 - $1,898	-55 Reduced 0.44%	12,518 $412,000
Q3 2022 Nov 02, 2022	SELL	$31.04 - $35.55 $12,167 - $13,935	-392 Reduced 3.02%	12,573 $390,000
Q2 2022 Aug 02, 2022	SELL	$33.85 - $40.03 $58,729 - $69,452	-1,735 Reduced 11.8%	12,965 $451,000
Q1 2022 May 13, 2022	BUY	$35.69 - $43.02 $61,922 - $74,639	1,735 Added 13.38%	14,700 $568,000
Q4 2021 Feb 14, 2022	SELL	$40.07 - $44.51 $9,937 - $11,038	-248 Reduced 1.88%	12,965 $538,000
Q3 2021 Nov 02, 2021	SELL	$41.44 - $45.27 $10,442 - $11,408	-252 Reduced 1.87%	13,213 $562,000
Q1 2021 May 17, 2021	BUY	$42.41 - $47.37 $21,417 - $23,921	505 Added 3.9%	13,465 $589,000
Q4 2020 Feb 12, 2021	BUY	$36.44 - $42.49 $27,694 - $32,292	760 Added 6.23%	12,960 $546,000
Q2 2020 Aug 12, 2020	BUY	$27.38 - $34.3 $334,036 - $418,459	12,200 New	12,200 $408,000

Others Institutions Holding SPEM

# of Institutions

879

Shares Held

206M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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