Ownership history in Lifeworks Advisors, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC reported a position in SPDR INDEX SHS FDS (SPDW). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,140,637 | +105,354 | +10.2% | 6.56% | $50.7M | $44.41 |
| 2025 Q3 | ADDED | 1,035,283 | +133,328 | +14.8% | 5.90% | $44.3M | $42.03 |
| 2025 Q2 | ADDED | 901,955 | +84,531 | +10.3% | 5.45% | $36.5M | $39.77 |
| 2025 Q1 | ADDED | 817,424 | +106,786 | +15.0% | 4.95% | $29.8M | $35.16 |
| 2024 Q4 | ADDED | 710,638 | +174,180 | +32.5% | 4.38% | $24.3M | $32.96 |
| 2024 Q3 | ADDED | 536,458 | +194,058 | +56.7% | 3.96% | $20.1M | $35.77 |
| 2024 Q2 | ADDED | 342,400 | +73,813 | +27.5% | 3.34% | $12.0M | $33.41 |
| 2024 Q1 | ADDED | 268,587 | +109,039 | +68.3% | 2.69% | $9.6M | $33.54 |
| 2023 Q4 | ADDED | 159,548 | +39,938 | +33.4% | 1.87% | $5.4M | $31.83 |
| 2023 Q3 | ADDED | 119,610 | +74,704 | +166.4% | 1.44% | $3.7M | $28.72 |
As of 2025 Q4 — sorted by position size