Union Savings Bank ETF holdings
Litchfield, CT
Reported $128.9M in 84 ETFs in its Form 13F for June 30, 2026.
ETF value
$128.9M
ETFs held
84
Change from prior quarter
+15.7%
With price moves
ETFs as a share of its 13F
51.8%
of $248.9M
Top 10 of 84 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPHQ | Invesco S&P 500 Quality ETF | $44.3M | 491,653 | +3,489 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $16.7M | 216,309 | +7,709 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $13.1M | 17,504 | −1,498 shares |
| IWM | iShares Russell 2000 ETF | $7.6M | 25,308 | +818 shares |
| VYM | Vanguard High Dividend Yield ETF | $6.0M | 37,688 | −1,606 shares |
| GVI | iShares Intermediate Government/Credit Bond ETF | $4.8M | 45,108 | +3,797 shares |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $4.5M | 6,347 | −106 shares |
| IJR | iShares Core S&P Small-Cap ETF | $3.7M | 24,817 | +259 shares |
| QQQ | Invesco QQQ Trust | $2.8M | 3,835 | −63 shares |
| VGT | Vanguard Information Technology ETF | $2.4M | 20,304 | +17,630 shares |
74 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001985855. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Union Savings Bank own?
Union Savings Bank reported 84 ETF positions worth $128.9M in its Form 13F for June 30, 2026. The largest was SPHQ, at $44.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.