Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Portfolio S&P 500 Value E 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 S&P 500 Value E stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 51,727 shares of SPYV stock, worth $2.62 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
51,727
Previous 52,036 0.59%
Holding current value
$2.62 Million
Previous $2.66 Million 0.75%
% of portfolio
0.07%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$49.78 - $53.19 $15,382 - $16,435
-309 Reduced 0.59%
51,727 $2.64 Million
Q4 2024

Jan 21, 2025
SELL
$51.09 - $55.27 $70,606 - $76,383
-1,382 Reduced 2.59%
52,036 $2.66 Million
Q3 2024

Oct 31, 2024
SELL
$48.51 - $52.86 $95,079 - $103,605
-1,960 Reduced 3.54%
53,418 $2.82 Million
Q2 2024

Aug 09, 2024
SELL
$47.37 - $50.09 $68,449 - $72,380
-1,445 Reduced 2.54%
55,378 $2.7 Million
Q1 2024

May 06, 2024
SELL
$45.88 - $50.1 $617,636 - $674,446
-13,462 Reduced 19.15%
56,823 $2.85 Million
Q4 2023

Feb 06, 2024
SELL
$39.63 - $46.73 $1.31 Million - $1.54 Million
-32,984 Reduced 31.94%
70,285 $3.28 Million
Q3 2023

Nov 02, 2023
SELL
$41.15 - $44.69 $3.01 Million - $3.26 Million
-73,034 Reduced 41.43%
103,269 $4.26 Million
Q2 2023

Aug 11, 2023
BUY
$40.17 - $43.27 $7.08 Million - $7.63 Million
176,303 New
176,303 $7.62 Million

Others Institutions Holding SPYV

# of Institutions
1,112
Shares Held
452M
Call Options Held
259K
Put Options Held
30.5K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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