Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Portfolio Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $4.91 Billion
- Q3 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 4,647 shares of SPMD stock, worth $261,486. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,647Holding current value
$261,486% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
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Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
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Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
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Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio