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

Lifestyle Asset Management, Inc.

  • $182 Billion
  • Q1 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 150,113 shares of SPDW stock, worth $5.98 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares
150,113
Previous 170,630 12.02%
Holding current value
$5.98 Million
Previous $5.82 Billion 6.15%
% of portfolio
3.0%
Previous 3.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,087
Shares Held
550M
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
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