A detailed history of Lifeworks Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 536,458 shares of SPDW stock, worth $18.8 Million. This represents 4.06% of its overall portfolio holdings.

Number of Shares
536,458
Previous 342,400 56.68%
Holding current value
$18.8 Million
Previous $12 Million 67.75%
% of portfolio
4.06%
Previous 3.42%

Shares

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

Nov 06, 2024

BUY
$33.74 - $37.96 $6.55 Million - $7.37 Million
194,058 Added 56.68%
536,458 $20.1 Million
Q2 2024

Aug 13, 2024

BUY
$34.2 - $36.64 $2.52 Million - $2.7 Million
73,813 Added 27.48%
342,400 $12 Million
Q1 2024

May 10, 2024

BUY
$32.85 - $35.9 $3.58 Million - $3.91 Million
109,039 Added 68.34%
268,587 $9.63 Million
Q4 2023

Feb 12, 2024

BUY
$29.46 - $34.07 $1.18 Million - $1.36 Million
39,938 Added 33.39%
159,548 $5.43 Million
Q3 2023

Nov 01, 2023

BUY
$30.88 - $33.58 $2.31 Million - $2.51 Million
74,704 Added 166.36%
119,610 $3.71 Million
Q2 2023

Aug 02, 2023

BUY
$31.7 - $33.66 $558,300 - $592,819
17,612 Added 64.53%
44,906 $1.46 Million
Q1 2023

May 15, 2023

BUY
$29.83 - $32.71 $814,180 - $892,786
27,294 New
27,294 $876,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, LLC 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 Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.