A detailed history of Lifeworks Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 17,622 shares of SPSM stock, worth $829,467. This represents 0.16% of its overall portfolio holdings.

Number of Shares
17,622
Previous 7,892 123.29%
Holding current value
$829,467
Previous $327,000 144.95%
% of portfolio
0.16%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$41.02 - $46.01 $399,124 - $447,677
9,730 Added 123.29%
17,622 $801,000
Q2 2024

Aug 13, 2024

BUY
$39.75 - $43.15 $20,590 - $22,351
518 Added 7.02%
7,892 $327,000
Q1 2024

May 10, 2024

SELL
$39.85 - $43.04 $73,802 - $79,710
-1,852 Reduced 20.07%
7,374 $317,000
Q4 2023

Feb 12, 2024

BUY
$34.3 - $42.83 $19,894 - $24,841
580 Added 6.71%
9,226 $389,000
Q3 2023

Nov 01, 2023

SELL
$36.35 - $41.02 $37,622 - $42,455
-1,035 Reduced 10.69%
8,646 $319,000
Q2 2023

Aug 02, 2023

SELL
$35.57 - $38.94 $10,919 - $11,954
-307 Reduced 3.07%
9,681 $376,000
Q1 2023

May 15, 2023

BUY
$36.04 - $42.08 $359,967 - $420,295
9,988 New
9,988 $377,000

Others Institutions Holding SPSM

About SPDR PORTFOLIO S&P 600 SMALL C


  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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