Lifeworks Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lifeworks Advisors, LLC
- $584 Million
- Q1 2025
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 32,450 shares of SPEM stock, worth $1.39 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
32,450
Previous 39,421
17.68%
Holding current value
$1.39 Million
Previous $1.51 Million
15.54%
% of portfolio
0.22%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding SPEM
# of Institutions
910Shares Held
208MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$970 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$795 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$458 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$281 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$272 Million0.08% of portfolio