Lifeworks Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Sell |
15,185
-593
| -4% | -$25.3K | 0.1% | 167 |
|
|
2025
Q1 | $643K | Sell |
15,778
-869
| -5% | -$35.4K | 0.11% | 162 |
|
|
2024
Q4 | $748K | Sell |
16,647
-975
| -6% | -$43.8K | 0.14% | 138 |
|
|
2024
Q3 | $802K | Buy |
17,622
+9,730
| +123% | +$443K | 0.16% | 134 |
|
|
2024
Q2 | $328K | Buy |
7,892
+518
| +7% | +$21.5K | 0.09% | 167 |
|
|
2024
Q1 | $317K | Sell |
7,374
-1,852
| -20% | -$79.7K | 0.09% | 170 |
|
|
2023
Q4 | $389K | Buy |
9,226
+580
| +7% | +$24.5K | 0.13% | 134 |
|
|
2023
Q3 | $319K | Sell |
8,646
-1,035
| -11% | -$38.2K | 0.12% | 142 |
|
|
2023
Q2 | $376K | Sell |
9,681
-307
| -3% | -$11.9K | 0.16% | 120 |
|
|
2023
Q1 | $377K | Buy |
+9,988
| New | +$377K | 0.18% | 116 |
|