PW Nova Financial Services
SPY icon

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

PW Nova Financial Services’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.11M Sell
1,449
-80
-5% -$60.8K 0.23% 91
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

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Valeo Financial Advisors
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TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

PW Nova Financial Services's SPY Position: Q3 2026 in Review

PW Nova Financial Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.2% in Q3 2026, selling an estimated $60.8K and leaving 1,449 shares worth $1.11M. The position accounts for 0.23% of the portfolio, ranked #91.

PW Nova Financial Services first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.14M in Q2 2026. 1,927 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • PW Nova Financial Services held 1,449 shares of State Street SPDR S&P 500 ETF Trust worth $1.11M as of Q3 2026.
  • PW Nova Financial Services sold 80 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $60.8K.
  • State Street SPDR S&P 500 ETF Trust made up 0.23% of PW Nova Financial Services's portfolio in Q3 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 4 quarters since.
  • PW Nova Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $1.14M in Q2 2026.
  • 1,927 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.