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Lifeworks Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Lifeworks Advisors’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.3M Buy
16,382
+1,531
+10% +$126K 0.17% 115
2025
Q4 		$1.23M Sell
14,851
-240
-2% -$19.6K 0.16% 127
2025
Q3 		$1.22M Sell
15,091
-350
-2% -$27.2K 0.16% 123
2025
Q2 		$1.16M Buy
15,441
+51
+0.3% +$3.54K 0.17% 114
2025
Q1 		$1.05M Sell
15,390
-1,283
-8% -$91.8K 0.17% 119
2024
Q4 		$1.19M Sell
16,673
-1,854
-10% -$133K 0.21% 109
2024
Q3 		$1.3M Buy
18,527
+13,394
+261% +$904K 0.26% 100
2024
Q2 		$341K Buy
5,133
+123
+2% +$7.88K 0.09% 163
2024
Q1 		$321K Sell
5,010
-519
-9% -$31.7K 0.09% 168
2023
Q4 		$323K Buy
5,529
+270
+5% +$14.7K 0.11% 151
2023
Q3 		$276K Buy
5,259
+875
+20% +$47.8K 0.11% 157
2023
Q2 		$239K Sell
4,384
-530
-11% -$27.3K 0.1% 142
2023
Q1 		$248K Buy
4,914
+167
+4% +$8.25K 0.12% 131
2022
Q4 		$224K Sell
4,747
-12
-0.3% -$570 0.13% 107
2022
Q3 		$227K Buy
+4,759
New +$233K 0.13% 117

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Lifeworks Advisors's SPTM Position: Q1 2026 in Review

Lifeworks Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 10% in Q1 2026, buying an estimated $126K and bringing the position to 16,382 shares worth $1.3M. The position accounts for 0.17% of the portfolio, ranked #115.

Lifeworks Advisors first reported a position in SPTM in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.3M in Q3 2024. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Lifeworks Advisors held 16,382 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.3M as of Q1 2026.
  • Lifeworks Advisors bought 1,531 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $126K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.17% of Lifeworks Advisors's portfolio in Q1 2026, its #115 holding.
  • Lifeworks Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2022 and has held it in 15 quarters since.
  • Lifeworks Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.3M in Q3 2024.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

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