SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

Lifeworks Advisors, LLC's Holding History (CIK: 0001882132)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 17,769 Value ($000) $1,896 Avg Close Range
Q3 2025
Shares 17,854 Value ($000) $1,866 Avg Close Range
Q2 2025
Shares 17,854 Value ($000) $1,702 Avg Close Range
Q1 2025
Shares 18,149 Value ($000) $1,459 Avg Close Range
Q4 2024
Shares 23,528 Value ($000) $2,068 Avg Close Range
Q3 2024
Shares 25,818 Value ($000) $2,141 Avg Close Range
Q2 2024
Shares 9,566 Value ($000) $767 Avg Close Range
Q1 2024
Shares 13,181 Value ($000) $964 Avg Close Range
Q4 2023
Shares 17,238 Value ($000) $1,122 Avg Close Range
Q3 2023
Shares 10,992 Value ($000) $652 Avg Close Range
Q2 2022
Shares 4,208 Value ($000) $220 Avg Close Range
Q1 2022
Shares 4,163 Value ($000) $276 Avg Close Range
Q4 2021
Shares 4,171 Value ($000) $302 Avg Close Range