Lifeworks Advisors, LLC Spdr Portfolio Long Term Treas Transaction History

Lifeworks Advisors, LLC

$584 Million
Q1 2025

A detailed history of Lifeworks Advisors, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 8,026 shares of SPTL stock, worth $211,164. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,026

Previous 15,004 46.51%

Holding current value

$211,164

Previous $392,000 44.39%

% of portfolio

0.04%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$25.54 - $27.64 $178,218 - $192,871	-6,978 Reduced 46.51%	8,026 $218,000
Q4 2024 Feb 07, 2025	BUY	$26.05 - $29.17 $8,622 - $9,655	331 Added 2.26%	15,004 $392,000
Q3 2024 Nov 06, 2024	BUY	$26.69 - $29.87 $391,622 - $438,282	14,673 New	14,673 $426,000
Q2 2023 Aug 02, 2023	SELL	$29.25 - $31.5 $1.22 Million - $1.31 Million	-41,690 Reduced 80.17%	10,313 $308,000
Q1 2023 May 15, 2023	SELL	$28.88 - $31.49 $118,667 - $129,392	-4,109 Reduced 7.32%	52,003 $1.61 Million
Q4 2022 Feb 14, 2023	BUY	$27.04 - $31.56 $127,196 - $148,458	4,704 Added 9.15%	56,112 $1.63 Million
Q3 2022 Nov 14, 2022	BUY	$29.2 - $34.52 $1.03 Million - $1.22 Million	35,397 Added 221.08%	51,408 $1.44 Million
Q2 2022 Aug 12, 2022	BUY	$31.38 - $37.78 $218,561 - $263,137	6,965 Added 77.0%	16,011 $529,000
Q1 2022 May 16, 2022	BUY	$36.82 - $41.14 $37,519 - $41,921	1,019 Added 12.69%	9,046 $342,000
Q4 2021 Feb 15, 2022	BUY	$40.52 - $43.72 $325,254 - $350,940	8,027 New	8,027 $338,000

Others Institutions Holding SPTL

# of Institutions

514

Shares Held

375M

Call Options Held

26.7K

Put Options Held

19K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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Lifeworks Advisors, LLC Spdr Portfolio Long Term Treas Transaction History