Lifeworks Advisors, LLC Spdr Portfolio Transaction History

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024

A detailed history of Lifeworks Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 20,351 shares of SPMD stock, worth $1.13 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
20,351
Previous 14,019 45.17%
Holding current value
$1.13 Million
Previous $719,000 54.66%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Nov 06, 2024
BUY
$50.29 - $54.92 $318,436 - $347,753
6,332 Added 45.17%
20,351 $1.11 Million
Q2 2024

Aug 13, 2024
BUY
$49.54 - $53.39 $6,539 - $7,047
132 Added 0.95%
14,019 $719,000
Q1 2024

May 10, 2024
SELL
$47.16 - $53.34 $18,345 - $20,749
-389 Reduced 2.72%
13,887 $740,000
Q3 2023

Nov 01, 2023
SELL
$43.23 - $47.8 $27,148 - $30,018
-628 Reduced 4.21%
14,276 $625,000
Q2 2023

Aug 02, 2023
SELL
$42.21 - $45.89 $33,008 - $35,885
-782 Reduced 4.99%
14,904 $683,000
Q1 2023

May 15, 2023
BUY
$41.67 - $47.74 $653,635 - $748,849
15,686 New
15,686 $689,000

Others Institutions Holding SPMD

# of Institutions
655
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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