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

Allied Investment 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
2025
Q2 		– Sell
-5,714
Closed -$292K – 91
2025
Q1 		$292K Buy
+5,714
New +$311K 0.06% 69

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Allied Investment Advisors's SPMD Position: Q2 2025 in Review

Allied Investment Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 5,714 shares — an estimated $292K sold.

Allied Investment Advisors first reported a position in SPMD in Q1 2025 and held it in 1 quarter. The position peaked at $292K in Q1 2025. 724 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • Allied Investment Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Allied Investment Advisors sold 5,714 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $292K.
  • Allied Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and held it in 1 quarter.
  • Allied Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $292K in Q1 2025.
  • 724 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Allied Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.