Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma's ownership history for SPY

Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma currently holds 96.4K shares with a market value of $62.7M. It started holding SPY on 2024-09-30. At its peak, it held 98.7K shares on 2025-12-31. Its highest holding value was $67.3M on 2025-12-31. At its lowest, it held 89.9K shares on 2024-12-31, with a value of $51.2M on 2025-03-31. In the recent 180 days, Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma has decreased its shares by 232. In the recent year, Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma has increased its shares by 4.9K.

It has also owned 3 contracts of calls, with the market value of the underlying securities totaling $195.1K on 2026-03-31. At its peak, it held 3 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $195.1K on 2026-03-31. At its lowest, it held 3 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $195.1K on 2026-03-31.