Lifeworks Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Lifeworks Advisors’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Sell
2025 Q1	$970K	Sell
2024 Q4	$1.08M	Sell
2024 Q3	$1.11M	Buy
2024 Q2	$719K	Buy
2024 Q1	$741K	Sell
2023 Q4	$696K	Hold
2023 Q3	$625K	Sell
2023 Q2	$684K	Sell
2023 Q1	$689K	Buy