Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Portfolio S&P 600 Small C 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 S&P 600 Small C stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 28,718 shares of SPSM stock, worth $1.2 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
28,718
Previous 27,005
6.34%
Holding current value
$1.2 Million
Previous $1.23 Million
5.05%
% of portfolio
0.04%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
978Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$927 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$881 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$677 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$273 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$232 Million0.05% of portfolio