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 $3.15 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

58,577

Previous 51,727 13.24%

Holding current value

$3.15 Million

Previous $2.64 Million 16.05%

% of portfolio

0.07%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,126

Shares Held

455M

Call Options Held

259K

Put Options Held

30.5K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Portfolio S&P 500 Value E Transaction History