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 Q2	$116K	Sell	1,714 -12	-0.7%	-$772	﹤0.01%	1603
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Parallel Advisors's SPMD Position: Q2 2026 in Review

Parallel Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.7% in Q2 2026, selling an estimated $772 and leaving 1,714 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Parallel Advisors first reported a position in SPMD in Q4 2018 and has held it in 21 quarters since. The position peaked at $213K in Q1 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Parallel Advisors held 1,714 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $116K as of Q2 2026.
Parallel Advisors sold 12 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $772.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1603 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 21 quarters since.
Parallel Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $213K in Q1 2025.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.