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 8,591 shares of SPEM stock, worth $404,722. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,591
Previous 11,591
25.88%
Holding current value
$404,722
Previous $456,000
19.52%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding SPEM
# of Institutions
962Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio