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

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

$3.55 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$21.68 - $22.43 $370,120 - $382,924	17,072 New	17,072 $374,000

Others Institutions Holding SPMB

# of Institutions

219

Shares Held

243M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

176M
Shares

$3.84 Billion
8.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.1M
Shares

$264 Million
0.12% of portfolio
Townsquare Capital LLC

5.27M
Shares

$115 Million
1.46% of portfolio
State Street Corp Boston, MA

5.05M
Shares

$110 Million
0.0% of portfolio
Confluence Investment Management LLC

2.77M
Shares

$60.4 Million
0.87% of portfolio

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