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Parallel Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Parallel Advisors’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.8M Sell
224,797
-12,965
-5% -$1.07M 0.32% 57
2025
Q4 		$19.6M Sell
237,762
-5,101
-2% -$417K 0.36% 48
2025
Q3 		$19.6M Sell
242,863
-6,352
-3% -$494K 0.36% 46
2025
Q2 		$18.7M Sell
249,215
-10,313
-4% -$716K 0.37% 45
2025
Q1 		$17.7M Sell
259,528
-9,948
-4% -$712K 0.4% 45
2024
Q4 		$19.2M Buy
269,476
+12,474
+5% +$898K 0.43% 40
2024
Q3 		$18M Sell
257,002
-1,809
-0.7% -$122K 0.42% 45
2024
Q2 		$17.2M Sell
258,811
-14,130
-5% -$905K 0.44% 41
2024
Q1 		$17.5M Sell
272,941
-11,697
-4% -$714K 0.47% 39
2023
Q4 		$16.6M Sell
284,638
-69,255
-20% -$3.78M 0.49% 39
2023
Q3 		$18.6M Sell
353,893
-3,827
-1% -$209K 0.62% 27
2023
Q2 		$19.5M Sell
357,720
-23,379
-6% -$1.21M 0.63% 26
2023
Q1 		$19.2M Sell
381,099
-38,360
-9% -$1.89M 0.65% 28
2022
Q4 		$19.8M Sell
419,459
-36,762
-8% -$1.75M 0.86% 20
2022
Q3 		$20.1M Buy
456,221
+103,820
+29% +$5.08M 0.93% 18
2022
Q2 		$16.4M Buy
352,401
+150,140
+74% +$7.58M 0.75% 25
2022
Q1 		$11.4M Sell
202,261
-6,373
-3% -$349K 0.45% 37
2021
Q4 		$12.2M Sell
208,634
-8,860
-4% -$501K 0.45% 40
2021
Q3 		$11.5M Sell
217,494
-7,927
-4% -$431K 0.46% 42
2021
Q2 		$11.9M Sell
225,421
-14,681
-6% -$760K 0.51% 39
2021
Q1 		$11.8M Sell
240,102
-19,334
-7% -$925K 0.56% 35
2020
Q4 		$12M Buy
259,436
+42,963
+20% +$1.87M 0.65% 27
2020
Q3 		$8.85M Sell
216,473
-3,952
-2% -$160K 0.55% 30
2020
Q2 		$8.33M Buy
220,425
+136,505
+163% +$4.88M 0.54% 31
2020
Q1 		$2.64M Sell
83,920
-175,921
-68% -$6.62M 0.21% 72
2019
Q4 		$10.4M Buy
259,841
+13,911
+6% +$530K 0.78% 26
2019
Q3 		$9.04M Sell
245,930
-29,835
-11% -$1.09M 0.77% 24
2019
Q2 		$10.1M Buy
275,765
+52,049
+23% +$1.87M 0.98% 20
2019
Q1 		$7.87M Buy
+223,716
New +$7.57M 0.88% 21

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Parallel Advisors's SPTM Position: Q1 2026 in Review

Parallel Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5.5% in Q1 2026, selling an estimated $1.07M and leaving 224,797 shares worth $17.8M. The position accounts for 0.32% of the portfolio, ranked #57.

Parallel Advisors first reported a position in SPTM in Q1 2019 and has held it in 29 quarters since. The position peaked at $20.1M in Q3 2022. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Parallel Advisors held 224,797 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $17.8M as of Q1 2026.
  • Parallel Advisors sold 12,965 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $1.07M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.32% of Parallel Advisors's portfolio in Q1 2026, its #57 holding.
  • Parallel Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2019 and has held it in 29 quarters since.
  • Parallel Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $20.1M in Q3 2022.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

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