Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Portfolio Intermediate Te 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 Intermediate Te stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 205,490 shares of SPIB stock, worth $6.72 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
205,490
Previous 225,822 9.0%
Holding current value
$6.72 Million
Previous $7.35 Million 5.78%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Oct 31, 2024
SELL
$32.36 - $33.78 $657,943 - $686,814
-20,332 Reduced 9.0%
205,490 $6.93 Million
Q2 2024

Aug 09, 2024
SELL
$32.02 - $32.68 $1,216 - $1,241
-38 Reduced 0.02%
225,822 $7.35 Million
Q1 2024

May 06, 2024
BUY
$32.38 - $32.91 $95,067 - $96,623
2,936 Added 1.32%
225,860 $7.38 Million
Q4 2023

Feb 06, 2024
BUY
$30.91 - $32.89 $1.53 Million - $1.62 Million
49,356 Added 28.44%
222,924 $7.32 Million
Q3 2023

Nov 02, 2023
BUY
$31.4 - $32.25 $287,278 - $295,055
9,149 Added 5.56%
173,568 $5.46 Million
Q2 2023

Aug 11, 2023
BUY
$31.95 - $32.66 $48,659 - $49,741
1,523 Added 0.93%
164,419 $5.28 Million
Q1 2023

May 09, 2023
SELL
$31.67 - $32.83 $1.29 Million - $1.34 Million
-40,809 Reduced 20.03%
162,896 $5.29 Million
Q4 2022

Feb 07, 2023
SELL
$30.74 - $32.36 $1.61 Million - $1.7 Million
-52,484 Reduced 20.49%
203,705 $6.48 Million
Q3 2022

Nov 02, 2022
BUY
$31.11 - $33.37 $2.76 Million - $2.96 Million
88,711 Added 52.97%
256,189 $8.02 Million
Q2 2022

Aug 02, 2022
BUY
$32.03 - $34.08 $2.75 Million - $2.92 Million
85,747 Added 104.91%
167,478 $5.47 Million
Q1 2022

May 13, 2022
BUY
$33.91 - $36.04 $645,375 - $685,913
19,032 Added 30.35%
81,731 $2.79 Million
Q4 2021

Feb 14, 2022
BUY
$35.97 - $36.6 $57,767 - $58,779
1,606 Added 2.63%
62,699 $2.27 Million
Q3 2021

Nov 02, 2021
SELL
$36.52 - $36.95 $239,059 - $241,874
-6,546 Reduced 9.68%
61,093 $2.23 Million
Q2 2021

Aug 12, 2021
SELL
$36.19 - $36.73 $370,296 - $375,821
-10,232 Reduced 13.14%
67,639 $2.48 Million
Q1 2021

May 17, 2021
SELL
$36.13 - $37.14 $198,209 - $203,750
-5,486 Reduced 6.58%
77,871 $2.82 Million
Q4 2020

Feb 12, 2021
SELL
$36.68 - $37.18 $14,451 - $14,648
-394 Reduced 0.47%
83,357 $3.1 Million
Q3 2020

Nov 12, 2020
BUY
$36.54 - $37.05 $512,327 - $519,478
14,021 Added 20.11%
83,751 $3.08 Million
Q2 2020

Aug 12, 2020
BUY
$33.74 - $36.53 $254,129 - $275,143
7,532 Added 12.11%
69,730 $2.55 Million
Q1 2020

May 11, 2020
BUY
$30.81 - $36.22 $440,182 - $517,475
14,287 Added 29.82%
62,198 $2.12 Million
Q4 2019

Feb 13, 2020
BUY
$35.06 - $35.42 $128,880 - $130,203
3,676 Added 8.31%
47,911 $1.69 Million
Q3 2019

Nov 13, 2019
SELL
$34.9 - $35.28 $115,623 - $116,882
-3,313 Reduced 6.97%
44,235 $1.56 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-6,711 Reduced 12.37%
47,548 $1.66 Million
Q1 2019

May 13, 2019
BUY
N/A
10,480 Added 23.94%
54,259 $1.85 Million
Q4 2018

Feb 13, 2019
BUY
N/A
12,224 Added 38.74%
43,779 $1.45 Million
Q3 2018

Nov 13, 2018
BUY
N/A
257 Added 0.82%
31,555 $1.05 Million
Q2 2018

Aug 13, 2018
BUY
N/A
11,585 Added 58.77%
31,298 $1.04 Million
Q1 2018

May 14, 2018
SELL
N/A
-169 Reduced 0.85%
19,713 $661,000
Q1 2018

May 14, 2018
SELL
N/A
-2,168 Reduced 9.83%
19,882 $661,000
Q2 2017

Aug 10, 2017
BUY
N/A
22,050
22,050 $759,000

Others Institutions Holding SPIB

# of Institutions
536
Shares Held
214M
Call Options Held
300
Put Options Held
0
View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

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