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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$37.07 - $40.63 $258,414 - $283,231
-6,971 Reduced 17.68%
32,450 $1.28 Million
Q4 2024

Feb 07, 2025
SELL
$38.37 - $42.82 $335,123 - $373,989
-8,734 Reduced 18.14%
39,421 $1.51 Million
Q3 2024

Nov 06, 2024
BUY
$36.02 - $41.68 $1.73 Million - $2.01 Million
48,155 New
48,155 $1.99 Million
Q1 2024

May 10, 2024
SELL
$33.69 - $36.47 $71,726 - $77,644
-2,129 Reduced 24.24%
6,654 $240,000
Q4 2023

Feb 12, 2024
BUY
$32.26 - $35.46 $91,069 - $100,103
2,823 Added 47.37%
8,783 $311,000
Q3 2023

Nov 01, 2023
BUY
$33.36 - $36.37 $198,825 - $216,765
5,960 New
5,960 $200,000

Others Institutions Holding SPEM

# of Institutions
911
Shares Held
208M
Call Options Held
0
Put Options Held
60
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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