LA
SPYM

Lifeworks Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Lifeworks Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.68M Sell
2025
Q1 		$4.27M Sell
2024
Q4 		$5.51M Sell
2024
Q3 		$5.65M Buy
2024
Q2 		$2.77M Sell
2024
Q1 		$3.28M Sell
2023
Q4 		$3.73M Buy
2023
Q3 		$2.38M Buy
2023
Q2 		$811K Hold
2023
Q1 		$750K Buy