Nova Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Nova Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Sell	20,969 -2,650	-11%	-$138K	0.62%	49
2026 Q1	$1.17M	Buy	23,619 +683	+3%	+$35.6K	0.76%	42
2025 Q4	$1.26M	Buy	22,936 +1,663	+8%	+$88.6K	0.86%	35
2025 Q3	$1.15M	Buy	21,273 +542	+3%	+$28.7K	0.81%	33
2025 Q2	$1.09M	Sell	20,731 -2,364	-10%	-$117K	0.8%	33
2025 Q1	$1.15M	Buy	23,095 +4,906	+27%	+$246K	0.99%	24
2024 Q4	$879K	Buy	+18,189	New	+$879K	0.76%	35

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Nova Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q2 2026, selling an estimated $138K and leaving 20,969 shares worth $1.12M. The position accounts for 0.62% of the portfolio, ranked #49.

Nova Wealth Management first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Nova Wealth Management held 20,969 shares of State Street Financial Select Sector SPDR ETF worth $1.12M as of Q2 2026.
Nova Wealth Management sold 2,650 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $138K.
State Street Financial Select Sector SPDR ETF made up 0.62% of Nova Wealth Management's portfolio in Q2 2026, its #49 holding.
Nova Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.26M in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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