Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

SPDR S&P Dividend shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR S&P Dividend by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 11k 124.97
2023-09-30 $1.3M 12k 115.01
2023-06-30 $1.5M 12k 122.58
2023-03-31 $828k 6.7k 123.72
2022-12-31 $610k 4.9k 125.12
2022-09-30 $566k 5.1k 111.57
2022-06-30 $711k 6.0k 118.76
2022-03-31 $833k 6.5k 128.15
2021-12-31 $819k 6.3k 129.18
2021-09-30 $644k 5.5k 117.60
2021-06-30 $649k 5.3k 122.34
2021-03-31 $404k 3.4k 118.09
2020-12-31 $204k 1.9k 106.19
2020-09-30 $233k 2.5k 92.46
2020-06-30 $237k 2.6k 91.15
2020-03-31 $208k 2.6k 80.00
2019-12-31 $287k 2.7k 107.61
2019-09-30 $293k 2.9k 102.56
2019-06-30 $423k 4.2k 100.98
2019-03-31 $437k 4.4k 99.39
2018-12-31 $386k 4.3k 89.48
2018-09-30 $372k 3.8k 97.89
2018-06-30 $309k 3.3k 92.82
2018-03-31 $304k 3.3k 91.32
2017-12-31 $308k 3.3k 94.36
2017-09-30 $298k 3.3k 91.30
2017-06-30 $328k 3.7k 88.99
2017-03-31 $288k 3.3k 88.24
2016-12-31 $289k 3.4k 85.48
2015-12-31 $239k 3.2k 73.65
2015-09-30 $534k 7.4k 72.19
2015-06-30 $504k 6.6k 76.23
2015-03-31 $243k 3.1k 78.19
2014-12-31 $245k 3.1k 78.90
2014-09-30 $231k 3.1k 74.78
2014-06-30 $236k 3.1k 76.55

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Royal Bank of Canada
Joel Isaacson & Co
Jpmorgan Chase & Co
Raymond James & Associates
UBS Group
Wells Fargo & Company
Commonwealth Equity Services
Bank of New York Mellon
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors
1st Source Bank
Pathstone Holdings
Capital Investment Advisors

View all funds holding SPDR S&P Dividend