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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
2024-09-30 $263k 11k 25.11

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Ishares Tr Mbs Etf (MBB)
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Vanguard Malvern Fds Strm Infproidx (VTIP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
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Vaneck Merk Gold Etf Gold Shs (OUNZ)
Campbell Soup Company (CPB)
International Business Machines (IBM)
Abbvie (ABBV)

View all positions for Lifeworks Advisors

Top funds holding Spdr Ser Tr

Municipal Employees' Retirement System of Michigan
LPL Financial
Advisor Group Holdings
Assetmark
Envestnet Portfolio Solutions
Envestnet Asset Management
Aspire Private Capital
Park Avenue Securities
Hibernia Wealth Partners
Hobart Private Capital
Sharkey, Howes & Javer
Cambridge Investment Research Advisors
GeoWealth Management
Landmark Wealth Management
Raleigh Capital Management

View all funds holding Spdr Ser Tr