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

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.55 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 02, 2022	BUY	$25.36 - $28.61 $45,242 - $51,040	1,784 Added 20.49%	10,492 $266,000
Q2 2022 Aug 02, 2022	BUY	$27.4 - $29.93 $238,599 - $260,630	8,708 New	8,708 $240,000

Others Institutions Holding SPIP

# of Institutions

231

Shares Held

21.6M

Call Options Held

25.8K

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$91.1 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$35.7 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$29.3 Million
0.76% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.5 Million
0.05% of portfolio

View Full List

About SPDR SER TR SPDR PORTFOLIO TIP

Ticker SPIP
Sector ETFs
Industry ETFs

More about SPIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Account