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Parallel Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Parallel Advisors’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$102K Sell
1,726
-271
-14% -$16.5K ﹤0.01% 1573
2025
Q4 		$116K Buy
1,997
+95
+5% +$5.46K ﹤0.01% 1387
2025
Q3 		$109K Sell
1,902
-354
-16% -$19.9K ﹤0.01% 1377
2025
Q2 		$123K Sell
2,256
-1,903
-46% -$98K ﹤0.01% 1254
2025
Q1 		$213K Buy
+4,159
New +$227K ﹤0.01% 934
2023
Q4 		– Sell
-472
Closed -$20.7K – 3463
2023
Q3 		$20.7K Hold
472
– – ﹤0.01% 1817
2023
Q2 		$21.7K Hold
472
– – ﹤0.01% 1812
2023
Q1 		$20.7K Buy
+472
New +$21.1K ﹤0.01% 1816
2022
Q4 		– Sell
-15
Closed -$1K – 3513
2022
Q3 		$1K Hold
15
– – ﹤0.01% 3020
2022
Q2 		$1K Hold
15
– – ﹤0.01% 2860
2022
Q1 		$1K Sell
15
-10
-40% -$468 ﹤0.01% 2838
2021
Q4 		$1K Hold
25
– – ﹤0.01% 2961
2021
Q3 		$1K Hold
25
– – ﹤0.01% 2956
2021
Q2 		$1K Buy
+25
New +$1.19K ﹤0.01% 2824
2021
Q1 		– Sell
-34
Closed -$1K – 2892
2020
Q4 		$1K Sell
34
-5
-13% -$185 ﹤0.01% 2486
2020
Q3 		$1K Buy
+39
New +$1.28K ﹤0.01% 2491
2019
Q4 		– Sell
-93
Closed -$3K – 2489
2019
Q3 		$3K Buy
93
+1
+1% +$34 ﹤0.01% 2091
2019
Q2 		$3K Hold
92
– – ﹤0.01% 2018
2019
Q1 		$3K Buy
92
+1
+1% +$33 ﹤0.01% 2011
2018
Q4 		$2K Buy
+91
New +$2.96K ﹤0.01% 1911

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Parallel Advisors's SPMD Position: Q1 2026 in Review

Parallel Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 14% in Q1 2026, selling an estimated $16.5K and leaving 1,726 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Parallel Advisors first reported a position in SPMD in Q4 2018 and has held it in 20 quarters since. The position peaked at $213K in Q1 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Parallel Advisors held 1,726 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $102K as of Q1 2026.
  • Parallel Advisors sold 271 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $16.5K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1573 holding.
  • Parallel Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 20 quarters since.
  • Parallel Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $213K in Q1 2025.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.