Lifeworks Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024

A detailed history of Lifeworks Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 249,579 shares of SPAB stock, worth $6.3 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
249,579
Previous 51,886 381.01%
Holding current value
$6.3 Million
Previous $1.3 Million 401.38%
% of portfolio
1.32%
Previous 0.37%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$24.86 - $26.33 $4.91 Million - $5.21 Million
197,693 Added 381.01%
249,579 $6.52 Million
Q2 2024

Aug 13, 2024
SELL
$24.54 - $25.28 $54,184 - $55,818
-2,208 Reduced 4.08%
51,886 $1.3 Million
Q1 2024

May 10, 2024
BUY
$24.99 - $25.67 $674 - $693
27 Added 0.05%
54,094 $1.37 Million
Q4 2023

Feb 12, 2024
SELL
$23.71 - $25.74 $207,225 - $224,967
-8,740 Reduced 13.92%
54,067 $1.39 Million
Q3 2023

Nov 01, 2023
SELL
$24.28 - $25.47 $119,894 - $125,770
-4,938 Reduced 7.29%
62,807 $1.53 Million
Q2 2023

Aug 02, 2023
SELL
$25.22 - $26.01 $1.55 Million - $1.6 Million
-61,588 Reduced 47.62%
67,745 $1.72 Million
Q1 2023

May 15, 2023
BUY
$24.92 - $26.08 $1.01 Million - $1.06 Million
40,582 Added 45.73%
129,333 $3.34 Million
Q4 2022

Feb 14, 2023
BUY
$24.25 - $25.85 $151,392 - $161,381
6,243 Added 7.57%
88,751 $2.23 Million
Q3 2022

Nov 14, 2022
BUY
$24.75 - $27.0 $1.34 Million - $1.46 Million
53,977 Added 189.19%
82,508 $2.03 Million
Q2 2022

Aug 12, 2022
BUY
$25.67 - $27.71 $280,444 - $302,731
10,925 Added 62.05%
28,531 $752,000
Q1 2022

May 16, 2022
BUY
$27.54 - $29.46 $59,954 - $64,134
2,177 Added 14.11%
17,606 $489,000
Q4 2021

Feb 15, 2022
BUY
$29.5 - $29.98 $455,155 - $462,561
15,429 New
15,429 $457,000

Others Institutions Holding SPAB

# of Institutions
513
Shares Held
271M
Call Options Held
800
Put Options Held
0
View Full List

About SPDR PORTFOLIO AGGREGATE BOND

SPAB Quotes by TradingView
  • Ticker SPAB
  • Sector ETFs
  • Industry ETFs
More about SPAB
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