PW Nova Financial Services
XLE icon

PW Nova Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

PW Nova Financial Services’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.39M Buy
22,664
+18,047
+391% +$1.09M 0.28% 83
2026
Q2 		$245K Sell
4,617
-101
-2% -$5.78K 0.05% 183
2026
Q1 		$289K Buy
+4,718
New +$253K 0.07% 161

Other funds holding XLE

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Tradewinds Capital Management
Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

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

PW Nova Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 391% in Q3 2026, buying an estimated $1.09M and bringing the position to 22,664 shares worth $1.39M. The position accounts for 0.28% of the portfolio, ranked #83.

PW Nova Financial Services first reported a position in XLE in Q1 2026 and has held it in 3 quarters since. 704 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • PW Nova Financial Services held 22,664 shares of State Street Energy Select Sector SPDR ETF worth $1.39M as of Q3 2026.
  • PW Nova Financial Services bought 18,047 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $1.09M.
  • State Street Energy Select Sector SPDR ETF made up 0.28% of PW Nova Financial Services's portfolio in Q3 2026, its #83 holding.
  • PW Nova Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 3 quarters since.
  • 704 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

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