Sava Infond’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sava Infond’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 Q2	$2.15M	Hold	2,880	–	–	0.15%	80
2026 Q1	$1.87M	Hold	2,880	–	–	0.27%	77
2025 Q4	$1.96M	Buy	2,880 +225	+8%	+$152K	0.27%	71
2025 Q3	$1.77M	Sell	2,655 -125	-4%	-$80.1K	0.25%	73
2025 Q2	$1.72M	Buy	2,780 +250	+10%	+$143K	0.27%	72
2025 Q1	$1.42M	Buy	2,530 +380	+18%	+$223K	0.27%	81
2024 Q4	$1.26M	Buy	+2,150	New	+$1.27M	0.22%	80

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Sava Infond's SPY Position: Q2 2026 in Review

Sava Infond held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 2,880 shares worth $2.15M. The position accounts for 0.15% of the portfolio, ranked #80.

Sava Infond first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 1,202 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sava Infond held 2,880 shares of State Street SPDR S&P 500 ETF Trust worth $2.15M as of Q2 2026.
Sava Infond left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Sava Infond's portfolio in Q2 2026, its #80 holding.
Sava Infond first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,202 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sava Infond's 13F filing for Q2 2026, filed 16 Jul 2026.