SPYD — SPDR SERIES TRUST

Ownership history in Lifeworks Advisors, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC reported a position in SPDR SERIES TRUST (SPYD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2025 Q2)
Avg. % of fund
0.07%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 11,182 +492 +4.6% 0.07% $492K $43.45
2025 Q2 INITIATED 10,690 — — 0.07% $454K $41.44
% of Fund (quarterly)    SPYD price (monthly, adj. close)

Other funds also holding SPYD

As of 2025 Q4 — sorted by position size

Curran Financial Partners, LLC 3Y 4.27% Barry Investment Advisors, LLC 3Y 7Y 3.65% Genesee Capital Advisors, LLC 3Y 7Y 2.9% SWS Partners 3Y 7Y 2.57% Auto-Owners Insurance Co 3Y 2.5% COWA, LLC 3Y 2.49% Keystone Financial Planning, Inc. 3Y 7Y 2.41% Total Clarity Wealth Management, Inc. 3Y 1.86% Independent Wealth Network Inc. 3Y 1.26% VANTAGEPOINT INVESTMENT ADVISERS LLC 3Y 7Y 1.19%
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