PW Nova Financial Services
XLP icon

PW Nova Financial Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

PW Nova Financial Services’s Portfolio XLP Stock Details XLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$620K Sell
7,695
-3,051
-28% -$258K 0.13% 121
2026
Q2 		$893K Sell
10,746
-44
-0.4% -$3.68K 0.19% 105
2026
Q1 		$885K Buy
+10,790
New +$909K 0.22% 99

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Biltmore Wealth Management
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Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Praxis Capital Management
Praxis Capital Management Chicago, Illinois $58.9M AUM 23.63% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
LifePlan Financial
LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

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

PW Nova Financial Services reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 28% in Q3 2026, selling an estimated $258K and leaving 7,695 shares worth $620K. The position accounts for 0.13% of the portfolio, ranked #121.

PW Nova Financial Services first reported a position in XLP in Q1 2026 and has held it in 3 quarters since. The position peaked at $893K in Q2 2026. 275 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

  • PW Nova Financial Services held 7,695 shares of State Street Consumer Staples Select Sector SPDR ETF worth $620K as of Q3 2026.
  • PW Nova Financial Services sold 3,051 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $258K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.13% of PW Nova Financial Services's portfolio in Q3 2026, its #121 holding.
  • PW Nova Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2026 and has held it in 3 quarters since.
  • PW Nova Financial Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $893K in Q2 2026.
  • 275 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

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