Parisi Gray Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Parisi Gray Wealth Management’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 Q2	$258K	Buy	2,847 +21	+0.7%	+$1.85K	0.05%	130
2026 Q1	$223K	Buy	2,826 +22	+0.8%	+$1.82K	0.05%	125
2025 Q4	$231K	Buy	2,804 +17	+0.6%	+$1.39K	0.05%	124
2025 Q3	$225K	Buy	2,787 +24	+0.9%	+$1.86K	0.06%	117
2025 Q2	$207K	Buy	+2,763	New	+$192K	0.06%	116
2022 Q2	–	Sell	-3,641	Closed	-$202K	–	117
2022 Q1	$202K	Buy	3,641 +32	+0.9%	+$1.75K	0.08%	119
2021 Q4	$211K	Buy	+3,609	New	+$204K	0.08%	120
2021 Q3	–	Sell	-3,416	Closed	-$181K	–	492
2021 Q2	$181K	Buy	+3,416	New	+$177K	0.07%	132

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

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

Parisi Gray Wealth Management's SPTM Position: Q2 2026 in Review

Parisi Gray Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.74% in Q2 2026, buying an estimated $1.85K and bringing the position to 2,847 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #130.

Parisi Gray Wealth Management first reported a position in SPTM in Q2 2021 and has held it in 8 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Parisi Gray Wealth Management held 2,847 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $258K as of Q2 2026.
Parisi Gray Wealth Management bought 21 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.85K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #130 holding.
Parisi Gray Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and has held it in 8 quarters since.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.