Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Portfolio Short Term Corp Transaction History

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

$3.65 Billion
Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 249,956 shares of SPSB stock, worth $7.52 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

249,956

Previous 199,475 25.31%

Holding current value

$7.52 Million

Previous $6.04 Million 23.56%

% of portfolio

0.2%

Previous 0.17%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$29.77 - $30.19 $1.5 Million - $1.52 Million	50,481 Added 25.31%	249,956 $7.46 Million
Q3 2024 Oct 31, 2024	SELL	$29.58 - $30.31 $317,985 - $325,832	-10,750 Reduced 5.11%	199,475 $6.04 Million
Q2 2024 Aug 09, 2024	SELL	$29.51 - $29.7 $91,421 - $92,010	-3,098 Reduced 1.45%	210,225 $6.24 Million
Q1 2024 May 06, 2024	SELL	$29.65 - $29.92 $494,947 - $499,454	-16,693 Reduced 7.26%	213,323 $6.35 Million
Q4 2023 Feb 06, 2024	SELL	$29.14 - $29.78 $386,687 - $395,180	-13,270 Reduced 5.45%	230,016 $6.85 Million
Q3 2023 Nov 02, 2023	SELL	$29.26 - $29.5 $1.81 Million - $1.82 Million	-61,705 Reduced 20.23%	243,286 $7.13 Million
Q2 2023 Aug 11, 2023	SELL	$29.36 - $29.7 $59,806 - $60,498	-2,037 Reduced 0.66%	304,991 $8.98 Million
Q1 2023 May 09, 2023	SELL	$29.2 - $29.7 $2.96 Million - $3.01 Million	-101,403 Reduced 24.83%	307,028 $9.1 Million
Q4 2022 Feb 07, 2023	SELL	$28.95 - $29.53 $5.01 Million - $5.11 Million	-172,943 Reduced 29.75%	408,431 $12 Million
Q3 2022 Nov 02, 2022	BUY	$29.16 - $29.99 $6.35 Million - $6.53 Million	217,901 Added 59.95%	581,374 $17 Million
Q2 2022 Aug 02, 2022	BUY	$29.45 - $30.11 $6.61 Million - $6.76 Million	224,378 Added 161.31%	363,473 $10.8 Million
Q1 2022 May 13, 2022	BUY	$30.07 - $30.94 $385,016 - $396,155	12,804 Added 10.14%	139,095 $4.19 Million
Q4 2021 Feb 14, 2022	SELL	$30.92 - $31.24 $139,325 - $140,767	-4,506 Reduced 3.45%	126,291 $3.91 Million
Q3 2021 Nov 02, 2021	SELL	$31.24 - $31.31 $177,099 - $177,496	-5,669 Reduced 4.15%	130,797 $4.09 Million
Q2 2021 Aug 12, 2021	SELL	$31.26 - $31.37 $288,436 - $289,450	-9,227 Reduced 6.33%	136,466 $4.27 Million
Q1 2021 May 17, 2021	BUY	$31.23 - $31.41 $408,582 - $410,937	13,083 Added 9.87%	145,693 $4.56 Million
Q4 2020 Feb 12, 2021	SELL	$31.31 - $31.42 $204,798 - $205,518	-6,541 Reduced 4.7%	132,610 $4.16 Million
Q3 2020 Nov 12, 2020	SELL	$31.3 - $31.43 $83,571 - $83,918	-2,670 Reduced 1.88%	139,151 $4.37 Million
Q2 2020 Aug 12, 2020	SELL	$30.09 - $31.34 $528,741 - $550,706	-17,572 Reduced 11.02%	141,821 $4.45 Million
Q1 2020 May 11, 2020	BUY	$27.48 - $31.14 $2.29 Million - $2.59 Million	83,317 Added 109.52%	159,393 $4.82 Million
Q4 2019 Feb 13, 2020	BUY	$30.77 - $30.89 $39,108 - $39,261	1,271 Added 1.7%	76,076 $2.35 Million
Q3 2019 Nov 13, 2019	SELL	$30.69 - $30.85 $157,746 - $158,569	-5,140 Reduced 6.43%	74,805 $2.31 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-6,953 Reduced 8.0%	79,945 $2.46 Million
Q1 2019 May 13, 2019	BUY	N/A	2,148 Added 2.53%	86,898 $2.66 Million
Q4 2018 Feb 13, 2019	BUY	N/A	6,640 Added 8.5%	84,750 $2.55 Million
Q3 2018 Nov 13, 2018	BUY	N/A	17,027 Added 27.88%	78,110 $2.36 Million
Q2 2018 Aug 13, 2018	BUY	N/A	31,518 Added 106.61%	61,083 $1.84 Million
Q1 2018 May 14, 2018	BUY	N/A	3,124 Added 11.81%	29,565 $893,000
Q1 2018 May 14, 2018	BUY	N/A	1,606 Added 6.47%	26,441 $893,000
Q4 2017 Feb 12, 2018	SELL	N/A	-241 Reduced 0.96%	24,835 $755,000
Q3 2017 Nov 13, 2017	BUY	N/A	371 Added 1.5%	25,076 $769,000
Q2 2017 Aug 10, 2017	BUY	N/A	24,705	24,705 $757,000

Others Institutions Holding SPSB

# of Institutions

611

Shares Held

219M

Call Options Held

Put Options Held

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Portfolio Short Term Corp Transaction History