Lifeworks Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Lifeworks Advisors, LLC
- $720 Million
- Q3 2025
A detailed history of Lifeworks Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 52,200 shares of SPSB stock, worth $1.58 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
52,200
Previous 52,873
1.27%
Holding current value
$1.58 Million
Previous $1.6 Million
0.94%
% of portfolio
0.22%
Previous 0.25%
Shares
14 transactions
Others Institutions Holding SPSB
# of Institutions
620Shares Held
211MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS48.8MShares$1.47 Billion1.14% of portfolio
-
Valmark Advisers, Inc.8.4MShares$253 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$239 Million0.07% of portfolio
-
Morgan Stanley New York, NY7.69MShares$232 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.92MShares$149 Million0.01% of portfolio