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
2026 Q2	$5.01M	Sell	57,006 -2,380	-4%	-$203K	0.52%	63
2026 Q1	$4.55M	Sell	59,386 -4,347	-7%	-$348K	0.58%	59
2025 Q4	$5.11M	Sell	63,733 -72	-0.1%	-$5.73K	0.66%	49
2025 Q3	$5M	Sell	63,805 -590	-0.9%	-$44.5K	0.67%	52
2025 Q2	$4.68M	Sell	64,395 -493	-0.8%	-$33.2K	0.7%	43
2025 Q1	$4.27M	Sell	64,888 -15,062	-19%	-$1.04M	0.71%	39
2024 Q4	$5.51M	Sell	79,950 -3,795	-5%	-$263K	0.99%	26
2024 Q3	$5.65M	Buy	83,745 +40,466	+94%	+$2.63M	1.11%	25
2024 Q2	$2.77M	Sell	43,279 -10,009	-19%	-$616K	0.77%	35
2024 Q1	$3.28M	Sell	53,288 -13,393	-20%	-$784K	0.92%	34
2023 Q4	$3.73M	Buy	66,681 +19,372	+41%	+$1.01M	1.29%	22
2023 Q3	$2.38M	Buy	47,309 +31,738	+204%	+$1.66M	0.93%	33
2023 Q2	$811K	Hold	15,571	–	–	0.35%	83
2023 Q1	$750K	Buy	+15,571	New	+$731K	0.35%	87

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Lifeworks Advisors's SPYM Position: Q2 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4% in Q2 2026, selling an estimated $203K and leaving 57,006 shares worth $5.01M. The position accounts for 0.52% of the portfolio, ranked #63.

Lifeworks Advisors first reported a position in SPYM in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.65M in Q3 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Lifeworks Advisors held 57,006 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.01M as of Q2 2026.
Lifeworks Advisors sold 2,380 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $203K.
State Street SPDR Portfolio S&P 500 ETF made up 0.52% of Lifeworks Advisors's portfolio in Q2 2026, its #63 holding.
Lifeworks Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
Lifeworks Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.65M in Q3 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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