Spdr Ser Tr spdr russel 2000 shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Spdr Ser Tr spdr russel 2000
Tip: Access up to 7 years of quarterly data
All positions including Spdr Ser Tr spdr russel 2000 held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr Ser Tr spdr russel 2000 by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $692k | 15k | 46.32 |
| 2025-06-30 | $647k | 15k | 42.60 |
| 2025-03-31 | $643k | 16k | 40.76 |
| 2024-12-31 | $748k | 17k | 44.92 |
| 2024-09-30 | $802k | 18k | 45.51 |
| 2024-06-30 | $328k | 7.9k | 41.53 |
| 2024-03-31 | $317k | 7.4k | 43.04 |
| 2023-12-31 | $389k | 9.2k | 42.18 |
| 2023-09-30 | $319k | 8.6k | 36.90 |
| 2023-06-30 | $376k | 9.7k | 38.84 |
| 2023-03-31 | $377k | 10k | 37.77 |