SPDR Barclays Capital Aggregate Bo shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of SPDR Barclays Capital Aggregate Bo (SPAB) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in SPDR Barclays Capital Aggregate Bo
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Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 206k | 25.85 |
| 2025-06-30 | $5.3M | 207k | 25.60 |
| 2025-03-31 | $5.3M | 209k | 25.54 |
| 2024-12-31 | $5.7M | 230k | 24.99 |
| 2024-09-30 | $6.5M | 250k | 26.14 |
| 2024-06-30 | $1.3M | 52k | 25.09 |
| 2024-03-31 | $1.4M | 54k | 25.28 |
| 2023-12-31 | $1.4M | 54k | 25.64 |
| 2023-09-30 | $1.5M | 63k | 24.34 |
| 2023-06-30 | $1.7M | 68k | 25.37 |
| 2023-03-31 | $3.3M | 129k | 25.79 |
| 2022-12-31 | $2.2M | 89k | 25.13 |
| 2022-09-30 | $2.0M | 83k | 24.59 |
| 2022-06-30 | $752k | 29k | 26.36 |
| 2022-03-31 | $489k | 18k | 27.77 |
| 2021-12-31 | $457k | 15k | 29.62 |
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