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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management → SPY
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
13
Latest value
$38.1M
Q3 2026
Peak value
$78.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $64.4M |
| Q4 2025 | $1.1M |
| Q4 2025 | $66.2M |
| Q1 2026 | $2M |
| Q1 2026 | $60.7M |
| Q1 2026 | $195K |
| Q2 2026 | $3.1M |
| Q2 2026 | $74.5M |
| Q2 2026 | $597K |
| Q3 2026 | $78.1M |
| Q3 2026 | $3.6M |
| Q3 2026 | $229K |
| Q3 2026 | $38.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $38.1M | 50.0K | — | — |
| Q3 2026 | $229K | 300 | — | — |
| Q3 2026 | $3.6M | 4.7K | — | — |
| Q3 2026 | $78.1M | 102.4K | — | — |
| Q2 2026 | $597K | 800 | — | — |
| Q2 2026 | $74.5M | 99.7K | — | — |
| Q2 2026 | $3.1M | 4.2K | — | — |
| Q1 2026 | $195K | 300 | — | — |
| Q1 2026 | $60.7M | 93.3K | — | — |
| Q1 2026 | $2M | 3.1K | — | — |
| Q4 2025 | $66.2M | 97.1K | — | — |
| Q4 2025 | $1.1M | 1.6K | — | — |
| Q3 2025 | $64.4M | 96.7K | — | — |
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