Lifestyle Asset Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Lifestyle Asset Management, Inc.

  • $214 Billion
  • Q2 2025

A detailed history of Lifestyle Asset Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 170,991 shares of SPDW stock, worth $7.05 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares
170,991
Previous 150,113 13.91%
Holding current value
$7.05 Million
Previous $5.47 Billion 26.67%
% of portfolio
3.23%
Previous 3.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$32.66 - $40.75 $681,875 - $850,778
20,878 Added 13.91%
170,991 $6.92 Billion
Q1 2025

Apr 10, 2025
SELL
$33.84 - $37.77 $694,295 - $774,927
-20,517 Reduced 12.02%
150,113 $5.47 Billion
Q4 2024

Jan 17, 2025
BUY
$34.13 - $37.35 $251,401 - $275,120
7,366 Added 4.51%
170,630 $5.82 Billion
Q3 2024

Oct 31, 2024
BUY
$33.74 - $37.96 $77,467 - $87,156
2,296 Added 1.43%
163,264 $6.13 Billion
Q2 2024

Jul 19, 2024
SELL
$34.2 - $36.64 $211,048 - $226,105
-6,171 Reduced 3.69%
160,968 $5.65 Billion
Q1 2024

Apr 19, 2024
SELL
$32.85 - $35.9 $41,785 - $45,664
-1,272 Reduced 0.76%
167,139 $5.99 Billion
Q4 2023

Feb 12, 2024
SELL
$29.46 - $34.07 $318,609 - $368,467
-10,815 Reduced 6.03%
168,411 $5.73 Billion
Q3 2023

Oct 05, 2023
BUY
$30.88 - $33.58 $70,684 - $76,864
2,289 Added 1.29%
179,226 $5.56 Billion
Q2 2023

Jul 13, 2023
SELL
$31.7 - $33.66 $285,300 - $302,939
-9,000 Reduced 4.84%
176,937 $5.76 Billion
Q1 2023

Apr 21, 2023
BUY
$29.83 - $32.71 $167,972 - $184,190
5,631 Added 3.12%
185,937 $5.97 Billion
Q4 2022

Apr 20, 2023
BUY
$25.7 - $31.02 $4.63 Million - $5.59 Million
180,306 New
180,306 $5.35 Billion

Others Institutions Holding SPDW

# of Institutions
1,107
Shares Held
558M
Call Options Held
3.1K
Put Options Held
441
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Lifestyle Asset Management, Inc. Portfolio

Follow Lifestyle Asset Management, Inc. 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 Lifestyle Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lifestyle Asset Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email