Spdr S&p 500 Etf shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf 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 S&p 500 Etf by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $7.3M | 11k | 681.90 |
| 2025-06-30 | $2.5M | 4.1k | 617.87 |
| 2025-03-31 | $2.9M | 5.2k | 559.39 |
| 2024-12-31 | $3.3M | 5.7k | 586.07 |
| 2024-09-30 | $3.3M | 5.7k | 573.74 |
| 2024-06-30 | $3.0M | 5.6k | 544.24 |
| 2024-03-31 | $2.8M | 5.4k | 523.07 |
| 2023-12-31 | $2.7M | 5.6k | 475.31 |
| 2023-09-30 | $2.8M | 6.5k | 427.48 |
| 2023-06-30 | $3.0M | 6.7k | 443.28 |
| 2023-03-31 | $2.9M | 7.0k | 409.39 |
| 2022-12-31 | $39M | 102k | 382.43 |
| 2022-09-30 | $1.5M | 3.9k | 386.33 |
| 2022-06-30 | $1.5M | 114k | 13.41 |
| 2022-03-31 | $741k | 110k | 6.73 |
| 2021-12-31 | $7.1M | 15k | 474.99 |