Sava Infond’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sava Infond’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Buy	41,300 +220	+0.5%	+$9.96K	0.13%	85
2026 Q1	$1.89M	Hold	41,080	–	–	0.27%	76
2025 Q4	$1.75M	Buy	41,080 +19,880	+94%	+$880K	0.24%	77
2025 Q3	$924K	Hold	21,200	–	–	0.13%	101
2025 Q2	$866K	Hold	21,200	–	–	0.14%	97
2025 Q1	$836K	Buy	21,200 +3,400	+19%	+$133K	0.16%	96
2024 Q4	$674K	Buy	+17,800	New	+$706K	0.12%	101

Other funds holding XLU

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

TAM

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

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Sava Infond's XLU Position: Q2 2026 in Review

Sava Infond increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.54% in Q2 2026, buying an estimated $9.96K and bringing the position to 41,300 shares worth $1.87M. The position accounts for 0.13% of the portfolio, ranked #85.

Sava Infond first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q1 2026. 368 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Sava Infond held 41,300 shares of State Street Utilities Select Sector SPDR ETF worth $1.87M as of Q2 2026.
Sava Infond bought 220 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $9.96K.
State Street Utilities Select Sector SPDR ETF made up 0.13% of Sava Infond's portfolio in Q2 2026, its #85 holding.
Sava Infond first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Sava Infond's State Street Utilities Select Sector SPDR ETF position peaked at $1.89M in Q1 2026.
368 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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