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PW Nova Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

PW Nova Financial Services’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$747K Sell
3,920
-67
-2% -$11.4K 0.16% 112
2026
Q1 		$530K Buy
+3,987
New +$562K 0.13% 125

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

PW Nova Financial Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.7% in Q2 2026, selling an estimated $11.4K and leaving 3,920 shares worth $747K. The position accounts for 0.16% of the portfolio, ranked #112.

PW Nova Financial Services first reported a position in XLK in Q1 2026 and has held it in 2 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • PW Nova Financial Services held 3,920 shares of State Street Technology Select Sector SPDR ETF worth $747K as of Q2 2026.
  • PW Nova Financial Services sold 67 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $11.4K.
  • State Street Technology Select Sector SPDR ETF made up 0.16% of PW Nova Financial Services's portfolio in Q2 2026, its #112 holding.
  • PW Nova Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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