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

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

  • $3.55 Billion
  • Q3 2024

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 2,731 shares of SPYG stock, worth $242,103. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,731
Previous 2,915 6.31%
Holding current value
$242,103
Previous $233,000 3.0%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$73.38 - $84.1 $13,501 - $15,474
-184 Reduced 6.31%
2,731 $226,000
Q1 2024

May 06, 2024
SELL
$63.12 - $73.73 $22,533 - $26,321
-357 Reduced 10.91%
2,915 $213,000
Q4 2023

Feb 06, 2024
BUY
$57.02 - $65.3 $186,569 - $213,661
3,272 New
3,272 $212,000
Q2 2023

Aug 11, 2023
BUY
$54.76 - $61.01 $240,396 - $267,833
4,390 New
4,390 $267,000

Others Institutions Holding SPYG

# of Institutions
1,098
Shares Held
279M
Call Options Held
399K
Put Options Held
203K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
Track This Portfolio

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

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email