Sava Infond’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Sava Infond’s Portfolio XBI Stock Details XBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.71M	Buy	48,690 +34,050	+233%	+$4.6M	0.55%	33
2026 Q1	$1.87M	Buy	14,640 +10,940	+296%	+$1.37M	0.27%	78
2025 Q4	$451K	Buy	+3,700	New	+$424K	0.06%	135
2025 Q2	–	Sell	-2,550	Closed	-$207K	–	226
2025 Q1	$207K	Sell	2,550 -6,730	-73%	-$602K	0.04%	167
2024 Q4	$836K	Buy	+9,280	New	+$899K	0.15%	93

Other funds holding XBI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PSP Research Newtown Square, Pennsylvania $188M AUM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

SGH

Sivik Global Healthcare Greenwich, Connecticut $132M AUM 24.1% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Sava Infond's XBI Position: Q2 2026 in Review

Sava Infond increased its State Street SPDR S&P Biotech ETF (XBI) stake by 233% in Q2 2026, buying an estimated $4.6M and bringing the position to 48,690 shares worth $7.71M. The position accounts for 0.55% of the portfolio, ranked #33.

Sava Infond first reported a position in XBI in Q4 2024 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Sava Infond held 48,690 shares of State Street SPDR S&P Biotech ETF worth $7.71M as of Q2 2026.
Sava Infond bought 34,050 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $4.6M.
State Street SPDR S&P Biotech ETF made up 0.55% of Sava Infond's portfolio in Q2 2026, its #33 holding.
Sava Infond first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and has held it in 5 quarters since.
184 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

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