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

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

$3.85 Billion
Q1 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 4,431 shares of SPYG stock, worth $397,416. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,431

Previous 4,442 0.25%

Holding current value

$397,416

Previous $390,000 8.72%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$80.05 - $92.39 $880 - $1,016	-11 Reduced 0.25%	4,431 $356,000
Q4 2024 Jan 21, 2025	BUY	$81.74 - $91.38 $139,857 - $156,351	1,711 Added 62.65%	4,442 $390,000
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

1,227

Shares Held

304M

Call Options Held

665K

Put Options Held

128K

View Full List

About SPDR PORTFOLIO

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