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Spdr Ser Tr shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Spdr Ser Tr (EMHC) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 8.7k 25.19
2025-06-30 $214k 8.7k 24.61
2025-03-31 $212k 8.8k 24.16
2024-12-31 $234k 9.8k 23.78
2024-09-30 $263k 11k 25.11

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View all positions for Lifeworks Advisors

Top funds holding Spdr Ser Tr

LPL Financial
Envestnet Asset Management
Assetmark
Envestnet Portfolio Solutions
Advisor Group Holdings
Austin Private Wealth
Aspire Private Capital
Park Avenue Securities
Goss Wealth Management
Cambridge Investment Research Advisors
Landmark Wealth Management
Sharkey, Howes & Javer
Raleigh Capital Management
HighTower Advisors
Cetera Investment Advisers

View all funds holding Spdr Ser Tr