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
2026 Q1	$1.09M	Sell	18,324 -87	-0.5%	-$5.3K	0.14%	123
2025 Q4	$1.07M	Buy	18,411 +7	+0%	+$402	0.14%	136
2025 Q3	$1.05M	Sell	18,404 -116	-0.6%	-$6.54K	0.14%	133
2025 Q2	$1.01M	Sell	18,520 -427	-2%	-$22K	0.15%	126
2025 Q1	$970K	Sell	18,947 -711	-4%	-$38.8K	0.16%	127
2024 Q4	$1.08M	Sell	19,658 -693	-3%	-$39K	0.19%	114
2024 Q3	$1.11M	Buy	20,351 +6,332	+45%	+$335K	0.22%	107
2024 Q2	$719K	Buy	14,019 +132	+1%	+$6.81K	0.2%	107
2024 Q1	$741K	Sell	13,887 -389	-3%	-$19.3K	0.21%	105
2023 Q4	$696K	Hold	14,276	–	–	0.24%	98
2023 Q3	$625K	Sell	14,276 -628	-4%	-$28.9K	0.24%	105
2023 Q2	$684K	Sell	14,904 -782	-5%	-$34.2K	0.29%	89
2023 Q1	$689K	Buy	+15,686	New	+$702K	0.33%	92

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Lifeworks Advisors's SPMD Position: Q1 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.47% in Q1 2026, selling an estimated $5.3K and leaving 18,324 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #123.

Lifeworks Advisors first reported a position in SPMD in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.11M in Q3 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Lifeworks Advisors held 18,324 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.09M as of Q1 2026.
Lifeworks Advisors sold 87 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $5.3K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.14% of Lifeworks Advisors's portfolio in Q1 2026, its #123 holding.
Lifeworks Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 13 quarters since.
Lifeworks Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.11M in Q3 2024.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.