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Ayalon Insurance Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Ayalon Insurance Company’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.4M Buy
204,009
+24,500
+14% +$3.64M 3.97% 8
2026
Q1 		$26.3M Buy
179,509
+50,340
+39% +$7.76M 5.38% 7
2025
Q4 		$20M Sell
129,169
-8,900
-6% -$1.33M 4.85% 6
2025
Q3 		$19.2M Hold
138,069
– – 4.86% 5
2025
Q2 		$18.6M Buy
138,069
+170
+0.1% +$23K 5.37% 4
2025
Q1 		$20.1M Sell
137,899
-835
-0.6% -$121K 6.5% 3
2024
Q4 		$19.1M Hold
138,734
– – 5.89% 3
2024
Q3 		$21.4M Sell
138,734
-329
-0.2% -$49.9K 6.65% 3
2024
Q2 		$20.3M Sell
139,063
-12,049
-8% -$1.73M 6.67% 3
2024
Q1 		$22.3M Buy
151,112
+44,562
+42% +$6.39M 7.42% 2
2023
Q4 		$14.6M Hold
106,550
– – 5.28% 4
2023
Q3 		$13.7M Hold
106,550
– – 5.79% 2
2023
Q2 		$14.1M Sell
106,550
-1,048
-1% -$138K 5.91% 4
2023
Q1 		$13.9M Sell
107,598
-17,530
-14% -$2.29M 6% 3
2022
Q4 		$17M Hold
125,128
– – 8.01% 1
2022
Q3 		$15.2M Buy
125,128
+1,051
+0.8% +$135K 7.13% 2
2022
Q2 		$15.9M Sell
124,077
-8,998
-7% -$1.18M 7.58% 1
2022
Q1 		$18.2M Buy
133,075
+9,080
+7% +$1.2M 6.18% 2
2021
Q4 		$17.5M Buy
123,995
+11,590
+10% +$1.54M 5.97% 3
2021
Q3 		$14.3M Buy
112,405
+45,367
+68% +$6M 5.16% 4
2021
Q2 		$8.52M Buy
67,038
+14,823
+28% +$1.82M 2.84% 6
2021
Q1 		$6.08M Sell
52,215
-2,203
-4% -$254K 2.38% 10
2020
Q4 		$6.17M Sell
54,418
-3,252
-6% -$355K 2.8% 7
2020
Q3 		$6.01M Sell
57,670
-10,451
-15% -$1.1M 3.3% 6
2020
Q2 		$6.87M Sell
68,121
-24,470
-26% -$2.42M 3.99% 6
2020
Q1 		$7.89M Buy
92,591
+10,529
+13% +$1.02M 5.85% 4
2019
Q4 		$8.36M Buy
82,062
+2,090
+3% +$201K 5.05% 6
2019
Q3 		$7.14M Sell
79,972
-9,820
-11% -$897K 4.81% 6
2019
Q2 		$8.36M Sell
89,792
-5,783
-6% -$520K 5.65% 5
2019
Q1 		$8.78M Sell
95,575
-15,890
-14% -$1.43M 6.32% 5
2018
Q4 		$9.64M Buy
111,465
+1,430
+1% +$129K 7.78% 1
2018
Q3 		$10.5M Buy
110,035
+8,480
+8% +$766K 8.41% 3
2018
Q2 		$8.48M Buy
101,555
+4,530
+5% +$375K 7.11% 4
2018
Q1 		$7.9M Buy
97,025
+1,855
+2% +$158K 6.58% 6
2017
Q4 		$7.87M Buy
+95,170
New +$7.85M 6.42% 6
2016
Q4 		$7.91M Buy
114,710
+16,860
+17% +$1.17M 6.66% 5
2016
Q3 		$7.06M Buy
97,850
+1,500
+2% +$110K 5.98% 5
2016
Q2 		$6.94M Buy
96,350
+27,850
+41% +$1.96M 5.85% 6
2016
Q1 		$4.7M Buy
68,500
+19,510
+40% +$1.31M 3.94% 6
2015
Q4 		$3.53M Sell
48,990
-42,500
-46% -$3M 2.97% 7
2015
Q3 		$6.35M Sell
91,490
-28,150
-24% -$2.06M 5.29% 3
2015
Q2 		$9M Buy
119,640
+17,300
+17% +$1.28M 6.47% 3
2015
Q1 		$7.42M Buy
+102,340
New +$7.3M 4.53% 5

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FAC
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AFA
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IA
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GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return