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 Q3	$1.63M	Hold	41,300	–	–	0.1%	93
2026 Q2	$1.87M	Buy	41,300 +220	+0.5%	+$10K	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

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sava Infond's XLU Position: Q3 2026 in Review

Sava Infond held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2026 at 41,300 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #93.

Sava Infond first reported a position in XLU in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.89M in Q1 2026. 623 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Sava Infond held 41,300 shares of State Street Utilities Select Sector SPDR ETF worth $1.63M as of Q3 2026.
Sava Infond left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Utilities Select Sector SPDR ETF made up 0.1% of Sava Infond's portfolio in Q3 2026, its #93 holding.
Sava Infond first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Sava Infond's State Street Utilities Select Sector SPDR ETF position peaked at $1.89M in Q1 2026.
623 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Sava Infond's 13F filing for Q3 2026, filed 28 Oct 2026.