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

Lifeworks Advisors’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.72M	Sell	30,458 -1,158	-4%	-$67.2K	0.22%	96
2025 Q4	$1.8M	Sell	31,616 -27	-0.1%	-$1.52K	0.23%	100
2025 Q3	$1.75M	Sell	31,643 -57	-0.2%	-$3.07K	0.23%	98
2025 Q2	$1.66M	Sell	31,700 -496	-2%	-$24.8K	0.25%	95
2025 Q1	$1.64M	Sell	32,196 -443	-1%	-$23K	0.27%	89
2024 Q4	$1.67M	Sell	32,639 -1,476	-4%	-$78.5K	0.3%	88
2024 Q3	$1.8M	Sell	34,115 -4,045	-11%	-$206K	0.35%	83
2024 Q2	$1.86M	Sell	38,160 -4,096	-10%	-$200K	0.52%	61
2024 Q1	$2.12M	Sell	42,256 -3,955	-9%	-$189K	0.59%	52
2023 Q4	$2.15M	Buy	46,211 +6,053	+15%	+$261K	0.74%	42
2023 Q3	$1.66M	Buy	40,158 +11,253	+39%	+$487K	0.64%	46
2023 Q2	$1.25M	Hold	28,905	–	–	0.53%	65
2023 Q1	$1.18M	Buy	+28,905	New	+$1.17M	0.56%	65

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lifeworks Advisors's SPYV Position: Q1 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.7% in Q1 2026, selling an estimated $67.2K and leaving 30,458 shares worth $1.72M. The position accounts for 0.22% of the portfolio, ranked #96.

Lifeworks Advisors first reported a position in SPYV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.15M in Q4 2023. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Lifeworks Advisors held 30,458 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.72M as of Q1 2026.
Lifeworks Advisors sold 1,158 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $67.2K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.22% of Lifeworks Advisors's portfolio in Q1 2026, its #96 holding.
Lifeworks Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 13 quarters since.
Lifeworks Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.15M in Q4 2023.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

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