Lifeworks Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Lifeworks Advisors, LLC

  • $351 Million
  • Q2 2024

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 7,892 shares of SPSM stock, worth $357,744. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,892
Previous 7,374 7.02%
Holding current value
$357,744
Previous $317,000 3.15%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
844
Shares Held
191M
Call Options Held
62.3K
Put Options Held
1.4K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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