Lifeworks Advisors, LLC Spdr Portfolio Transaction History
Lifeworks Advisors, LLC
- $720 Million
- Q3 2025
A detailed history of Lifeworks Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 18,404 shares of SPMD stock, worth $1.04 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
18,404
Previous 18,520
0.63%
Holding current value
$1.04 Million
Previous $1.01 Million
4.47%
% of portfolio
0.15%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio