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

$3.31 Billion
Q1 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 27,450 shares of SPSM stock, worth $1.24 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

27,450

Previous 26,997 1.68%

Holding current value

$1.24 Million

Previous $1.14 Million 3.78%

% of portfolio

0.04%

Previous 0.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$39.85 - $43.04 $18,052 - $19,497	453 Added 1.68%	27,450 $1.18 Million
Q4 2023 Feb 06, 2024	BUY	$34.3 - $42.83 $34,780 - $43,429	1,014 Added 3.9%	26,997 $1.14 Million
Q3 2023 Nov 02, 2023	BUY	$36.35 - $41.02 $4,652 - $5,250	128 Added 0.5%	25,983 $958,000
Q2 2023 Aug 11, 2023	BUY	$35.57 - $38.94 $919,662 - $1.01 Million	25,855 New	25,855 $1 Million

Others Institutions Holding SPSM

# of Institutions

809

Shares Held

186M

Call Options Held

91.7K

Put Options Held

2.7K

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About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Portfolio S&P 600 Small C Transaction History