Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Portfolio Intermediate Te 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 Portfolio Intermediate Te stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 203,001 shares of SPIB stock, worth $6.75 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
203,001
Previous 228,763
11.26%
Holding current value
$6.75 Million
Previous $7.49 Million
9.97%
% of portfolio
0.18%
Previous 0.21%
Shares
31 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio