Sava Pension Fund (Sava Penzisko Drushtvo)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sava Pension Fund (Sava Penzisko Drushtvo)’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	$6.01M	Sell	25,136 -85,090	-77%	-$3.85M	1.6%	21
2026 Q1	$5.06M	Hold	110,226	–	–	1.54%	23
2025 Q4	$4.71M	Buy	+110,226	New	+$4.88M	1.52%	24

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sava Pension Fund (Sava Penzisko Drushtvo)'s XLU Position: Q2 2026 in Review

Sava Pension Fund (Sava Penzisko Drushtvo) reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 77% in Q2 2026, selling an estimated $3.85M and leaving 25,136 shares worth $6.01M. The position accounts for 1.6% of the portfolio, ranked #21.

Sava Pension Fund (Sava Penzisko Drushtvo) first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Sava Pension Fund (Sava Penzisko Drushtvo) held 25,136 shares of State Street Utilities Select Sector SPDR ETF worth $6.01M as of Q2 2026.
Sava Pension Fund (Sava Penzisko Drushtvo) sold 85,090 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.85M.
State Street Utilities Select Sector SPDR ETF made up 1.6% of Sava Pension Fund (Sava Penzisko Drushtvo)'s portfolio in Q2 2026, its #21 holding.
Sava Pension Fund (Sava Penzisko Drushtvo) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Sava Pension Fund (Sava Penzisko Drushtvo)'s 13F filing for Q2 2026, filed 13 Aug 2026.