A detailed history of Lifeworks Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 25,818 shares of SPYG stock, worth $2.22 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
25,818
Previous 9,566 169.89%
Holding current value
$2.22 Million
Previous $766,000 179.5%
% of portfolio
0.43%
Previous 0.22%

Shares

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

Nov 06, 2024

BUY
$73.38 - $84.1 $1.19 Million - $1.37 Million
16,252 Added 169.89%
25,818 $2.14 Million
Q2 2024

Aug 13, 2024

SELL
$68.71 - $80.95 $248,386 - $292,634
-3,615 Reduced 27.43%
9,566 $766,000
Q1 2024

May 10, 2024

SELL
$63.12 - $73.73 $256,077 - $299,122
-4,057 Reduced 23.54%
13,181 $964,000
Q4 2023

Feb 12, 2024

BUY
$57.02 - $65.3 $356,146 - $407,863
6,246 Added 56.82%
17,238 $1.12 Million
Q3 2023

Nov 01, 2023

BUY
$58.97 - $62.89 $648,198 - $691,286
10,992 New
10,992 $651,000
Q2 2022

Aug 12, 2022

BUY
$50.47 - $67.39 $2,271 - $3,032
45 Added 1.08%
4,208 $220,000
Q1 2022

May 16, 2022

SELL
$59.17 - $73.03 $473 - $584
-8 Reduced 0.19%
4,163 $276,000
Q4 2021

Feb 15, 2022

BUY
$63.39 - $73.48 $264,399 - $306,485
4,171 New
4,171 $302,000

Others Institutions Holding SPYG

About SPDR PORTFOLIO


  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, LLC and customize your updates to receive the information that matters most to you.

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.