Ayalon Insurance Company’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.39M | Hold |
53,705
| – | – | 1.27% | 24 |
|
2025
Q1 | $4.24M | Buy |
53,705
+5,552
| +12% | +$438K | 1.37% | 23 |
|
2024
Q4 | $3.65M | Sell |
48,153
-1,010
| -2% | -$76.5K | 1.13% | 29 |
|
2024
Q3 | $3.97M | Buy |
49,163
+22,178
| +82% | +$1.79M | 1.24% | 27 |
|
2024
Q2 | $1.84M | Sell |
26,985
-917
| -3% | -$62.5K | 0.61% | 46 |
|
2024
Q1 | $1.83M | Buy |
27,902
+515
| +2% | +$33.8K | 0.61% | 46 |
|
2023
Q4 | $1.73M | Hold |
27,387
| – | – | 0.63% | 42 |
|
2023
Q3 | $1.61M | Hold |
27,387
| – | – | 0.68% | 40 |
|
2023
Q2 | $1.79M | Sell |
27,387
-60
| -0.2% | -$3.93K | 0.75% | 36 |
|
2023
Q1 | $1.86M | Sell |
27,447
-240
| -0.9% | -$16.3K | 0.8% | 30 |
|
2022
Q4 | $1.95M | Sell |
27,687
-12,331
| -31% | -$869K | 0.92% | 25 |
|
2022
Q3 | $2.62M | Sell |
40,018
-1,239
| -3% | -$81.2K | 1.23% | 24 |
|
2022
Q2 | $2.89M | Buy |
41,257
+6,990
| +20% | +$490K | 1.38% | 22 |
|
2022
Q1 | $2.55M | Buy |
34,267
+27,320
| +393% | +$2.03M | 0.87% | 31 |
|
2021
Q4 | $497K | Buy |
6,947
+185
| +3% | +$13.2K | 0.17% | 82 |
|
2021
Q3 | $432K | Hold |
6,762
| – | – | 0.16% | 83 |
|
2021
Q2 | $432K | Hold |
6,762
| – | – | 0.14% | 94 |
|
2021
Q1 | $433K | Sell |
6,762
-16,797
| -71% | -$1.08M | 0.17% | 80 |
|
2020
Q4 | $1.48M | Buy |
23,559
+20,919
| +792% | +$1.31M | 0.67% | 42 |
|
2020
Q3 | $157K | Sell |
2,640
-43,946
| -94% | -$2.61M | 0.09% | 74 |
|
2020
Q2 | $2.69M | Sell |
46,586
-5,851
| -11% | -$338K | 1.56% | 22 |
|
2020
Q1 | $2.73M | Buy |
52,437
+47,452
| +952% | +$2.47M | 2.03% | 15 |
|
2019
Q4 | $322K | Sell |
4,985
-26,236
| -84% | -$1.69M | 0.19% | 52 |
|
2019
Q3 | $2.02M | Sell |
31,221
-7,200
| -19% | -$465K | 1.36% | 20 |
|
2019
Q2 | $2.29M | Sell |
38,421
-7,564
| -16% | -$450K | 1.54% | 19 |
|
2019
Q1 | $2.66M | Sell |
45,985
-7,415
| -14% | -$428K | 1.91% | 18 |
|
2018
Q4 | $2.83M | Buy |
53,400
+47,421
| +793% | +$2.51M | 2.28% | 13 |
|
2018
Q3 | $318K | Sell |
5,979
-766
| -11% | -$40.7K | 0.25% | 47 |
|
2018
Q2 | $350K | Buy |
+6,745
| New | +$350K | 0.29% | 44 |
|
2016
Q4 | $146K | Hold |
3,000
| – | – | 0.12% | 44 |
|
2016
Q3 | $147K | Buy |
3,000
+2,000
| +200% | +$98K | 0.12% | 45 |
|
2016
Q2 | $52K | Hold |
1,000
| – | – | 0.04% | 69 |
|
2016
Q1 | $50K | Hold |
1,000
| – | – | 0.04% | 83 |
|
2015
Q4 | $43K | Hold |
1,000
| – | – | 0.04% | 108 |
|
2015
Q3 | $45K | Hold |
1,000
| – | – | 0.04% | 109 |
|
2015
Q2 | $42K | Hold |
1,000
| – | – | 0.03% | 124 |
|
2015
Q1 | $44K | Buy |
+1,000
| New | +$44K | 0.03% | 129 |
|