NWM
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Nova Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Nova Wealth Management’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.9K Sell
769
-317
-29% -$28.8K 0.04% 194
2026
Q1 		$94K Buy
1,086
+122
+13% +$10.8K 0.06% 171
2025
Q4 		$81.6K Buy
964
+75
+8% +$6.28K 0.06% 176
2025
Q3 		$74.1K Sell
889
-100
-10% -$8.23K 0.05% 185
2025
Q2 		$78.6K Buy
989
+821
+489% +$62.2K 0.06% 180
2025
Q1 		$12.9K Buy
+168
New +$13.5K 0.01% 320

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Nova Wealth Management's MDYV Position: Q2 2026 in Review

Nova Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 29% in Q2 2026, selling an estimated $28.8K and leaving 769 shares worth $72.9K. The position accounts for 0.04% of the portfolio, ranked #194.

Nova Wealth Management first reported a position in MDYV in Q1 2025 and has held it in 6 quarters since. The position peaked at $94K in Q1 2026. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Nova Wealth Management held 769 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $72.9K as of Q2 2026.
  • Nova Wealth Management sold 317 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $28.8K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.04% of Nova Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Nova Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Nova Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $94K in Q1 2026.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

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