Lifeworks Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Lifeworks Advisors, LLC

$584 Million
Q1 2025

A detailed history of Lifeworks Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 15,390 shares of SPTM stock, worth $1.19 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

15,390

Previous 16,673 7.7%

Holding current value

$1.19 Million

Previous $1.19 Million 12.1%

% of portfolio

0.18%

Previous 0.22%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$67.03 - $74.61 $85,999 - $95,724	-1,283 Reduced 7.7%	15,390 $1.05 Million
Q4 2024 Feb 07, 2025	SELL	$69.3 - $74.3 $128,482 - $137,752	-1,854 Reduced 10.01%	16,673 $1.19 Million
Q3 2024 Nov 06, 2024	BUY	$63.28 - $70.06 $847,572 - $938,383	13,394 Added 260.94%	18,527 $1.3 Million
Q2 2024 Aug 13, 2024	BUY	$60.69 - $66.83 $7,464 - $8,220	123 Added 2.46%	5,133 $340,000
Q1 2024 May 10, 2024	SELL	$57.38 - $64.15 $29,780 - $33,293	-519 Reduced 9.39%	5,010 $321,000
Q4 2023 Feb 12, 2024	BUY	$50.31 - $58.65 $13,583 - $15,835	270 Added 5.13%	5,529 $323,000
Q3 2023 Nov 01, 2023	BUY	$52.22 - $56.31 $45,692 - $49,271	875 Added 19.96%	5,259 $276,000
Q2 2023 Aug 02, 2023	SELL	$49.75 - $54.44 $26,367 - $28,853	-530 Reduced 10.79%	4,384 $238,000
Q1 2023 May 15, 2023	BUY	$46.97 - $51.65 $7,843 - $8,625	167 Added 3.52%	4,914 $247,000
Q4 2022 Feb 14, 2023	SELL	$44.09 - $50.41 $529 - $604	-12 Reduced 0.25%	4,747 $224,000
Q3 2022 Nov 14, 2022	BUY	$44.11 - $53.04 $209,919 - $252,417	4,759 New	4,759 $227,000

Others Institutions Holding SPTM

# of Institutions

711

Shares Held

93.9M

Call Options Held

8.6K

Put Options Held

4.1K

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Account

Lifeworks Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History