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 28,901 shares of SPEM stock, worth $1.26 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

28,901

Previous 28,400 1.76%

Holding current value

$1.26 Million

Previous $1.12 Billion 10.47%

% of portfolio

0.58%

Previous 0.61%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$34.72 - $42.74 $17,394 - $21,412	501 Added 1.76%	28,901 $1.24 Billion
Q1 2025 Apr 10, 2025	BUY	$37.07 - $40.63 $16,755 - $18,364	452 Added 1.62%	28,400 $1.12 Billion
Q4 2024 Jan 17, 2025	BUY	$38.37 - $42.82 $27,664 - $30,873	721 Added 2.65%	27,948 $1.07 Billion
Q3 2024 Oct 31, 2024	BUY	$36.02 - $41.68 $26,438 - $30,593	734 Added 2.77%	27,227 $1.12 Billion
Q2 2024 Jul 19, 2024	SELL	$35.3 - $38.79 $32,652 - $35,880	-925 Reduced 3.37%	26,493 $998 Million
Q1 2024 Apr 19, 2024	SELL	$33.69 - $36.47 $80,687 - $87,345	-2,395 Reduced 8.03%	27,418 $992 Million
Q4 2023 Feb 12, 2024	BUY	$32.26 - $35.46 $21,291 - $23,403	660 Added 2.26%	29,813 $1.06 Billion
Q3 2023 Oct 05, 2023	BUY	$33.36 - $36.37 $33,960 - $37,024	1,018 Added 3.62%	29,153 $979 Million
Q2 2023 Jul 13, 2023	BUY	$33.2 - $35.75 $26,062 - $28,063	785 Added 2.87%	28,135 $967 Million
Q1 2023 Apr 21, 2023	BUY	$32.49 - $36.44 $40,190 - $45,076	1,237 Added 4.74%	27,350 $933 Million
Q4 2022 Apr 20, 2023	BUY	$30.18 - $34.51 $788,090 - $901,159	26,113 New	26,113 $861 Million

Others Institutions Holding SPEM

# of Institutions

930

Shares Held

212M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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