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Lifeworks Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Lifeworks Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$720K Sell
14,903
-62
-0.4% -$3.07K 0.09% 157
2025
Q4 		$701K Buy
14,965
+16
+0.1% +$746 0.09% 173
2025
Q3 		$692K Sell
14,949
-236
-2% -$10.6K 0.09% 170
2025
Q2 		$647K Sell
15,185
-593
-4% -$23.9K 0.1% 167
2025
Q1 		$643K Sell
15,778
-869
-5% -$38.3K 0.11% 162
2024
Q4 		$748K Sell
16,647
-975
-6% -$45.4K 0.14% 138
2024
Q3 		$802K Buy
17,622
+9,730
+123% +$427K 0.16% 134
2024
Q2 		$328K Buy
7,892
+518
+7% +$21.6K 0.09% 167
2024
Q1 		$317K Sell
7,374
-1,852
-20% -$76.6K 0.09% 170
2023
Q4 		$389K Buy
9,226
+580
+7% +$21.9K 0.13% 134
2023
Q3 		$319K Sell
8,646
-1,035
-11% -$40.3K 0.12% 143
2023
Q2 		$376K Sell
9,681
-307
-3% -$11.4K 0.16% 120
2023
Q1 		$377K Buy
+9,988
New +$390K 0.18% 117

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lifeworks Advisors's SPSM Position: Q1 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.41% in Q1 2026, selling an estimated $3.07K and leaving 14,903 shares worth $720K. The position accounts for 0.09% of the portfolio, ranked #157.

Lifeworks Advisors first reported a position in SPSM in Q1 2023 and has held it in 13 quarters since. The position peaked at $802K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Lifeworks Advisors held 14,903 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $720K as of Q1 2026.
  • Lifeworks Advisors sold 62 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $3.07K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Lifeworks Advisors's portfolio in Q1 2026, its #157 holding.
  • Lifeworks Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • Lifeworks Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $802K in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

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