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Nova Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Nova Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$65.8K Sell
1,239
-903
-42% -$51.6K 0.04% 206
2026
Q1 		$131K Buy
2,142
+394
+23% +$21.1K 0.09% 151
2025
Q4 		$78.2K Buy
1,748
+48
+3% +$2.14K 0.05% 178
2025
Q3 		$76K Sell
1,700
-358
-17% -$15.7K 0.05% 183
2025
Q2 		$87.3K Sell
2,058
-4,772
-70% -$199K 0.06% 173
2025
Q1 		$319K Sell
6,830
-6,548
-49% -$295K 0.28% 89
2024
Q4 		$573K Buy
+13,378
New +$608K 0.5% 50

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Nova Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 42% in Q2 2026, selling an estimated $51.6K and leaving 1,239 shares worth $65.8K. The position accounts for 0.04% of the portfolio, ranked #206.

Nova Wealth Management first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $573K in Q4 2024. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Nova Wealth Management held 1,239 shares of State Street Energy Select Sector SPDR ETF worth $65.8K as of Q2 2026.
  • Nova Wealth Management sold 903 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $51.6K.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of Nova Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Nova Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $573K in Q4 2024.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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