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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
Q2 		$772K Sell
13,394
-1,509
-10% -$80.6K 0.08% 156
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 $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lifeworks Advisors's SPSM Position: Q2 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 10% in Q2 2026, selling an estimated $80.6K and leaving 13,394 shares worth $772K. The position accounts for 0.08% of the portfolio, ranked #156.

Lifeworks Advisors first reported a position in SPSM in Q1 2023 and has held it in 14 quarters since. The position peaked at $802K in Q3 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Lifeworks Advisors held 13,394 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $772K as of Q2 2026.
  • Lifeworks Advisors sold 1,509 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $80.6K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.08% of Lifeworks Advisors's portfolio in Q2 2026, its #156 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 14 quarters since.
  • Lifeworks Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $802K in Q3 2024.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.