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 $5.53 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares

150,113

Previous 170,630 12.02%

Holding current value

$5.53 Million

Previous $5.82 Billion 6.15%

% of portfolio

3.0%

Previous 3.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,054

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

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About SPDR SER TR FDS SPDR PORTFOLIO

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