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Parallel Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Parallel Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.4K Sell
1,064
-115
-10% -$5.69K ﹤0.01% 1981
2025
Q4 		$55.2K Buy
1,179
+103
+10% +$4.8K ﹤0.01% 1798
2025
Q3 		$49.8K Sell
1,076
-114
-10% -$5.11K ﹤0.01% 1797
2025
Q2 		$50.7K Sell
1,190
-174
-13% -$7.02K ﹤0.01% 1715
2025
Q1 		$55.6K Buy
1,364
+1,319
+2,931% +$58.1K ﹤0.01% 1572
2024
Q4 		$2.02K Hold
45
– – ﹤0.01% 2967
2024
Q3 		$2.05K Hold
45
– – ﹤0.01% 2888
2024
Q2 		$1.87K Sell
45
-750
-94% -$31.3K ﹤0.01% 2827
2024
Q1 		$34.2K Hold
795
– – ﹤0.01% 1681
2023
Q4 		$33.5K Sell
795
-193
-20% -$7.27K ﹤0.01% 1642
2023
Q3 		$36.5K Sell
988
-500
-34% -$19.5K ﹤0.01% 1552
2023
Q2 		$57.8K Buy
1,488
+193
+15% +$7.17K ﹤0.01% 1333
2023
Q1 		$48.9K Buy
1,295
+1,250
+2,778% +$48.8K ﹤0.01% 1377
2022
Q4 		$1.66K Sell
45
-16
-26% -$599 ﹤0.01% 2753
2022
Q3 		$2K Sell
61
-325
-84% -$12.3K ﹤0.01% 2753
2022
Q2 		$14K Buy
386
+325
+533% +$12.6K ﹤0.01% 1849
2022
Q1 		$3K Sell
61
-586
-91% -$24.7K ﹤0.01% 2505
2021
Q4 		$29K Buy
647
+530
+453% +$23.6K ﹤0.01% 1608
2021
Q3 		$5K Buy
117
+1
+0.9% +$43 ﹤0.01% 2388
2021
Q2 		$5K Sell
116
-2
-2% -$87 ﹤0.01% 2314
2021
Q1 		$5K Hold
118
– – ﹤0.01% 2213
2020
Q4 		$4K Hold
118
– – ﹤0.01% 2136
2020
Q3 		$3K Hold
118
– – ﹤0.01% 2218
2020
Q2 		$3K Hold
118
– – ﹤0.01% 2125
2020
Q1 		$2K Hold
118
– – ﹤0.01% 2167
2019
Q4 		$4K Sell
118
-2,920
-96% -$91.1K ﹤0.01% 2053
2019
Q3 		$91K Sell
3,038
-4,088
-57% -$123K 0.01% 747
2019
Q2 		$218K Sell
7,126
-55,437
-89% -$1.69M 0.02% 415
2019
Q1 		$1.89M Buy
62,563
+48,343
+340% +$1.44M 0.21% 91
2018
Q4 		$374K Sell
14,220
-5,530
-28% -$163K 0.05% 242
2018
Q3 		$656K Sell
19,750
-34
-0.2% -$1.13K 0.08% 177
2018
Q2 		$638K Sell
19,784
-6,055
-23% -$191K 0.09% 156
2018
Q1 		$773K Buy
+25,839
New +$786K 0.12% 132

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parallel Advisors's SPSM Position: Q1 2026 in Review

Parallel Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 9.8% in Q1 2026, selling an estimated $5.69K and leaving 1,064 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Parallel Advisors first reported a position in SPSM in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.89M in Q1 2019. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Parallel Advisors held 1,064 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $51.4K as of Q1 2026.
  • Parallel Advisors sold 115 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $5.69K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1981 holding.
  • Parallel Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 33 quarters since.
  • Parallel Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.89M in Q1 2019.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

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