Lifeworks Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Lifeworks Advisors, LLC
- $638 Million
- Q2 2025
A detailed history of Lifeworks Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 52,873 shares of SPSB stock, worth $1.59 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
52,873
Previous 50,585
4.52%
Holding current value
$1.59 Million
Previous $1.52 Million
4.86%
% of portfolio
0.25%
Previous 0.26%
Shares
13 transactions
Others Institutions Holding SPSB
# of Institutions
624Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$754 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.4MShares$253 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$227 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$227 Million0.02% of portfolio