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

Novus 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
2026 Q2	$941K	Sell	13,933 -219	-2%	-$14.1K	1.96%	14
2026 Q1	$838K	Sell	14,152 -303	-2%	-$18.4K	1.87%	13
2025 Q4	$837K	Buy	14,455 +305	+2%	+$17.5K	1.87%	15
2025 Q3	$809K	Buy	14,150 +271	+2%	+$15.3K	1.86%	17
2025 Q2	$755K	Buy	13,879 +517	+4%	+$26.6K	1.15%	29
2025 Q1	$684K	Buy	13,362 +1,111	+9%	+$60.6K	0.69%	41
2024 Q4	$670K	Buy	+12,251	New	+$689K	0.67%	44

Other funds holding SPMD

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WAP

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

PAG

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

Novus Advisors's SPMD Position: Q2 2026 in Review

Novus Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.5% in Q2 2026, selling an estimated $14.1K and leaving 13,933 shares worth $941K. The position accounts for 1.96% of the portfolio, ranked #14.

Novus Advisors first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 408 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Novus Advisors held 13,933 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $941K as of Q2 2026.
Novus Advisors sold 219 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $14.1K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.96% of Novus Advisors's portfolio in Q2 2026, its #14 holding.
Novus Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.