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 $1.6 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
52,873
              Previous 50,585
              
        
           4.52%
        
      
          
        Holding current value
$1.6 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
224MCall Options Held
0Put Options Held
0- 
    
      Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
 - 
    
      Jpmorgan Chase & CO New York, NY25MShares$758 Million0.06% of portfolio
 - 
    
      Valmark Advisers, Inc.8.4MShares$254 Million3.35% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC7.52MShares$228 Million0.08% of portfolio
 - 
    
      Morgan Stanley New York, NY7.52MShares$228 Million0.02% of portfolio