NWM
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Nova Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Nova Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.7K Sell
744
-98
-12% -$4.44K 0.02% 269
2026
Q1 		$38.6K Buy
842
+98
+13% +$4.4K 0.03% 222
2025
Q4 		$31.8K Sell
744
-114
-13% -$5.05K 0.02% 238
2025
Q3 		$37.4K Sell
858
-216
-20% -$9.14K 0.03% 234
2025
Q2 		$43.9K Buy
1,074
+70
+7% +$2.79K 0.03% 216
2025
Q1 		$39.6K Sell
1,004
-398
-28% -$15.6K 0.03% 222
2024
Q4 		$53.1K Buy
+1,402
New +$55.6K 0.05% 166

Other funds holding XLU

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

Nova Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 12% in Q2 2026, selling an estimated $4.44K and leaving 744 shares worth $33.7K. The position accounts for 0.02% of the portfolio, ranked #269.

Nova Wealth Management first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $53.1K in Q4 2024. 268 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Nova Wealth Management held 744 shares of State Street Utilities Select Sector SPDR ETF worth $33.7K as of Q2 2026.
  • Nova Wealth Management sold 98 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $4.44K.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Nova Wealth Management's portfolio in Q2 2026, its #269 holding.
  • Nova Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $53.1K in Q4 2024.
  • 268 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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