Ayalon Insurance Company’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Ayalon Insurance Company’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	$10.6M	Buy	234,088 +38,399	+20%	+$1.74M	1.3%	21
2026 Q1	$8.98M	Buy	195,689 +23,173	+13%	+$1.04M	1.83%	14
2025 Q4	$7.37M	Buy	172,516 +32,500	+23%	+$1.44M	1.79%	16
2025 Q3	$6.11M	Buy	140,016 +32,606	+30%	+$1.38M	1.54%	18
2025 Q2	$4.39M	Hold	107,410	–	–	1.27%	24
2025 Q1	$4.24M	Buy	107,410 +11,104	+12%	+$434K	1.37%	23
2024 Q4	$3.65M	Sell	96,306 -2,020	-2%	-$80.2K	1.13%	29
2024 Q3	$3.97M	Buy	98,326 +44,356	+82%	+$1.65M	1.24%	27
2024 Q2	$1.84M	Sell	53,970 -1,834	-3%	-$63K	0.61%	46
2024 Q1	$1.83M	Buy	55,804 +1,030	+2%	+$32.2K	0.61%	46
2023 Q4	$1.73M	Hold	54,774	–	–	0.63%	42
2023 Q3	$1.61M	Hold	54,774	–	–	0.68%	40
2023 Q2	$1.79M	Sell	54,774 -120	-0.2%	-$4.04K	0.75%	36
2023 Q1	$1.86M	Sell	54,894 -480	-0.9%	-$16.3K	0.8%	30
2022 Q4	$1.95M	Sell	55,374 -24,662	-31%	-$838K	0.92%	25
2022 Q3	$2.62M	Sell	80,036 -2,478	-3%	-$90.8K	1.23%	24
2022 Q2	$2.89M	Buy	82,514 +13,980	+20%	+$506K	1.38%	22
2022 Q1	$2.55M	Buy	68,534 +54,640	+393%	+$1.89M	0.87%	31
2021 Q4	$497K	Buy	13,894 +370	+3%	+$12.5K	0.17%	82
2021 Q3	$432K	Hold	13,524	–	–	0.16%	83
2021 Q2	$432K	Hold	13,524	–	–	0.14%	94
2021 Q1	$433K	Sell	13,524 -33,594	-71%	-$1.04M	0.17%	80
2020 Q4	$1.48M	Buy	47,118 +41,838	+792%	+$1.32M	0.67%	42
2020 Q3	$157K	Sell	5,280 -87,892	-94%	-$2.61M	0.09%	74
2020 Q2	$2.69M	Sell	93,172 -11,702	-11%	-$337K	1.56%	22
2020 Q1	$2.73M	Buy	104,874 +94,904	+952%	+$3.04M	2.03%	15
2019 Q4	$322K	Sell	9,970 -52,472	-84%	-$1.67M	0.19%	52
2019 Q3	$2.02M	Sell	62,442 -14,400	-19%	-$444K	1.36%	20
2019 Q2	$2.29M	Sell	76,842 -15,128	-16%	-$444K	1.54%	19
2019 Q1	$2.66M	Sell	91,970 -14,830	-14%	-$412K	1.91%	18
2018 Q4	$2.83M	Buy	106,800 +94,842	+793%	+$2.58M	2.28%	13
2018 Q3	$318K	Sell	11,958 -1,532	-11%	-$40.7K	0.25%	47
2018 Q2	$350K	Buy	+13,490	New	+$339K	0.29%	44
2016 Q4	$146K	Hold	6,000	–	–	0.12%	44
2016 Q3	$147K	Buy	6,000 +4,000	+200%	+$102K	0.12%	45
2016 Q2	$52K	Hold	2,000	–	–	0.04%	69
2016 Q1	$50K	Hold	2,000	–	–	0.04%	83
2015 Q4	$43K	Hold	2,000	–	–	0.04%	108
2015 Q3	$45K	Hold	2,000	–	–	0.04%	109
2015 Q2	$42K	Hold	2,000	–	–	0.03%	124
2015 Q1	$44K	Buy	+2,000	New	+$46.2K	0.03%	129

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

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

Ayalon Insurance Company's XLU Position: Q2 2026 in Review

Ayalon Insurance Company increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 20% in Q2 2026, buying an estimated $1.74M and bringing the position to 234,088 shares worth $10.6M. The position accounts for 1.3% of the portfolio, ranked #21.

Ayalon Insurance Company first reported a position in XLU in Q1 2015 and has held it in 41 quarters since. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Ayalon Insurance Company held 234,088 shares of State Street Utilities Select Sector SPDR ETF worth $10.6M as of Q2 2026.
Ayalon Insurance Company bought 38,399 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.74M.
State Street Utilities Select Sector SPDR ETF made up 1.3% of Ayalon Insurance Company's portfolio in Q2 2026, its #21 holding.
Ayalon Insurance Company first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2015 and has held it in 41 quarters since.
751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Ayalon Insurance Company's 13F filing for Q2 2026, filed 13 Jul 2026.