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
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: Q1 2026 in Review

PW Nova Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 255% in Q1 2026, buying an estimated $755K and bringing the position to 1,546 shares worth $1.01M. The position accounts for 0.25% of the portfolio, ranked #91.

PW Nova Financial Services first reported a position in SPY in Q4 2025 and has held it in 2 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • PW Nova Financial Services held 1,546 shares of State Street SPDR S&P 500 ETF Trust worth $1.01M as of Q1 2026.
  • PW Nova Financial Services bought 1,111 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $755K.
  • State Street SPDR S&P 500 ETF Trust made up 0.25% of PW Nova Financial Services's portfolio in Q1 2026, its #91 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 2 quarters since.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.