PW Nova Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.14M Sell
1,529
-17
-1% -$12.3K 0.25% 85
2026
Q1
$1.01M Buy
1,546
+1,111
+255% +$755K 0.25% 91
2025
Q4
$297K Buy
+435
New +$294K 0.11% 93

Other funds holding SPY

PW Nova Financial Services's SPY Position: Q2 2026 in Review

PW Nova Financial Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q2 2026, selling an estimated $12.3K and leaving 1,529 shares worth $1.14M. The position accounts for 0.25% of the portfolio, ranked #85.

PW Nova Financial Services first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • PW Nova Financial Services held 1,529 shares of State Street SPDR S&P 500 ETF Trust worth $1.14M as of Q2 2026.
  • PW Nova Financial Services sold 17 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $12.3K.
  • State Street SPDR S&P 500 ETF Trust made up 0.25% of PW Nova Financial Services's portfolio in Q2 2026, its #85 holding.
  • PW Nova Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.