Lifeworks Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Lifeworks Advisors, LLC

$720 Million
Q3 2025

A detailed history of Lifeworks Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 30,290 shares of SPEM stock, worth $1.44 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

30,290

Previous 30,790 1.62%

Holding current value

$1.44 Million

Previous $1.32 Million 7.76%

% of portfolio

0.2%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$42.67 - $46.91 $21,335 - $23,455	-500 Reduced 1.62%	30,290 $1.42 Million
Q2 2025 Aug 04, 2025	SELL	$34.72 - $42.74 $57,635 - $70,948	-1,660 Reduced 5.12%	30,790 $1.32 Million
Q1 2025 May 06, 2025	SELL	$37.07 - $40.63 $258,414 - $283,231	-6,971 Reduced 17.68%	32,450 $1.28 Million
Q4 2024 Feb 07, 2025	SELL	$38.37 - $42.82 $335,123 - $373,989	-8,734 Reduced 18.14%	39,421 $1.51 Million
Q3 2024 Nov 06, 2024	BUY	$36.02 - $41.68 $1.73 Million - $2.01 Million	48,155 New	48,155 $1.99 Million

Q1 2024 May 10, 2024	SELL	$33.69 - $36.47 $71,726 - $77,644	-2,129 Reduced 24.24%	6,654 $240,000
Q4 2023 Feb 12, 2024	BUY	$32.26 - $35.46 $91,069 - $100,103	2,823 Added 47.37%	8,783 $311,000
Q3 2023 Nov 01, 2023	BUY	$33.36 - $36.37 $198,825 - $216,765	5,960 New	5,960 $200,000

Others Institutions Holding SPEM

# of Institutions

986

Shares Held

241M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Lifeworks Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History