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

  • $4.37 Billion
  • Q2 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 58,577 shares of SPYV stock, worth $3.21 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
58,577
Previous 51,727 13.24%
Holding current value
$3.21 Million
Previous $2.64 Million 16.05%
% of portfolio
0.07%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$45.11 - $52.34 $309,003 - $358,529
6,850 Added 13.24%
58,577 $3.07 Million
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
1,151
Shares Held
444M
Call Options Held
372K
Put Options Held
26K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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