AWM
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Ariadne Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Ariadne Wealth Management’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
-5,655
Closed -$292K – 247
2025
Q1 		$292K Hold
5,655
– – 0.15% 144
2024
Q4 		$318K Hold
5,655
– – 0.15% 135
2024
Q3 		$325K Buy
+5,655
New +$299K 0.18% 119

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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 $4.6B AUM 22.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Ariadne Wealth Management's SPMD Position: Q2 2025 in Review

Ariadne Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 5,655 shares — an estimated $292K sold.

Ariadne Wealth Management first reported a position in SPMD in Q3 2024 and held it in 3 quarters. The position peaked at $325K in Q3 2024. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • Ariadne Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Ariadne Wealth Management sold 5,655 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $292K.
  • Ariadne Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and held it in 3 quarters.
  • Ariadne Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $325K in Q3 2024.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Ariadne Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.