Lifeworks Advisors, LLC Spdr Portfolio Transaction History

Lifeworks Advisors, LLC

$584 Million
Q1 2025

A detailed history of Lifeworks Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 18,947 shares of SPMD stock, worth $1.06 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

18,947

Previous 19,658 3.62%

Holding current value

$1.06 Million

Previous $1.08 Million 9.86%

% of portfolio

0.17%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$50.21 - $57.73 $35,699 - $41,046	-711 Reduced 3.62%	18,947 $969,000
Q4 2024 Feb 07, 2025	SELL	$54.13 - $59.56 $37,512 - $41,275	-693 Reduced 3.41%	19,658 $1.08 Million
Q3 2024 Nov 06, 2024	BUY	$50.29 - $54.92 $318,436 - $347,753	6,332 Added 45.17%	20,351 $1.11 Million
Q2 2024 Aug 13, 2024	BUY	$49.54 - $53.39 $6,539 - $7,047	132 Added 0.95%	14,019 $719,000
Q1 2024 May 10, 2024	SELL	$47.16 - $53.34 $18,345 - $20,749	-389 Reduced 2.72%	13,887 $740,000
Q3 2023 Nov 01, 2023	SELL	$43.23 - $47.8 $27,148 - $30,018	-628 Reduced 4.21%	14,276 $625,000
Q2 2023 Aug 02, 2023	SELL	$42.21 - $45.89 $33,008 - $35,885	-782 Reduced 4.99%	14,904 $683,000
Q1 2023 May 15, 2023	BUY	$41.67 - $47.74 $653,635 - $748,849	15,686 New	15,686 $689,000

Others Institutions Holding SPMD

# of Institutions

757

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Lifeworks Advisors, LLC Spdr Portfolio Transaction History