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Sava Infond’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sava Infond’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
Q2 		$967K Sell
18,200
-6,200
-25% -$354K 0.07% 108
2026
Q1 		$1.49M Buy
24,400
+10,600
+77% +$569K 0.21% 87
2025
Q4 		$617K Hold
13,800
– – 0.08% 126
2025
Q3 		$616K Hold
13,800
– – 0.09% 120
2025
Q2 		$585K Sell
13,800
-1,400
-9% -$58.3K 0.09% 119
2025
Q1 		$710K Buy
15,200
+4,200
+38% +$189K 0.14% 107
2024
Q4 		$471K Buy
+11,000
New +$500K 0.08% 121

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Sava Infond's XLE Position: Q2 2026 in Review

Sava Infond reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 25% in Q2 2026, selling an estimated $354K and leaving 18,200 shares worth $967K. The position accounts for 0.07% of the portfolio, ranked #108.

Sava Infond first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q1 2026. 510 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Sava Infond held 18,200 shares of State Street Energy Select Sector SPDR ETF worth $967K as of Q2 2026.
  • Sava Infond sold 6,200 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $354K.
  • State Street Energy Select Sector SPDR ETF made up 0.07% of Sava Infond's portfolio in Q2 2026, its #108 holding.
  • Sava Infond first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Sava Infond's State Street Energy Select Sector SPDR ETF position peaked at $1.49M in Q1 2026.
  • 510 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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