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

Ruedi 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
-181
Closed -$9.25K – 280
2025
Q1 		$9.25K Hold
181
– – ﹤0.01% 171
2024
Q4 		$9.91K Buy
181
+1
+0.6% +$56 ﹤0.01% 165
2024
Q3 		$9.85K Buy
180
+6
+3% +$317 ﹤0.01% 175
2024
Q2 		$8.92K Buy
174
+9
+5% +$464 ﹤0.01% 193
2024
Q1 		$8.82K Buy
+165
New +$8.21K ﹤0.01% 171

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

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

Ruedi Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 181 shares — an estimated $9.25K sold.

Ruedi Wealth Management first reported a position in SPMD in Q1 2024 and held it in 5 quarters. The position peaked at $9.91K in Q4 2024. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • Ruedi 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.
  • Ruedi Wealth Management sold 181 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $9.25K.
  • Ruedi Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and held it in 5 quarters.
  • Ruedi Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $9.91K in Q4 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 Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.