Bank Hapoalim BM’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bank Hapoalim BM’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$310K	Buy	+5,062	New	+$272K	0.05%	94
2025 Q2	–	Sell	-4,376	Closed	-$204K	–	131
2025 Q1	$204K	Buy	+4,376	New	+$197K	0.03%	120
2024 Q1	–	Sell	-6,628	Closed	-$278K	–	153
2023 Q4	$278K	Sell	6,628 -738	-10%	-$31.6K	0.04%	133
2023 Q3	$333K	Sell	7,366 -260	-3%	-$11.4K	0.05%	117
2023 Q2	$310K	Sell	7,626 -1,054	-12%	-$42.9K	0.04%	141
2023 Q1	$359K	Sell	8,680 -4,494	-34%	-$192K	0.05%	142
2022 Q4	$576K	Buy	13,174 +44	+0.3%	+$1.92K	0.07%	128
2022 Q3	$473K	Sell	13,130 -64,040	-83%	-$2.42M	0.06%	139
2022 Q2	$2.76M	Buy	77,170 +15,758	+26%	+$632K	0.34%	68
2022 Q1	$2.35M	Sell	61,412 -342	-0.6%	-$11.8K	0.24%	82
2021 Q4	$1.71M	Buy	61,754 +3,442	+6%	+$97.3K	0.17%	98
2021 Q3	$1.52M	Sell	58,312 -17,508	-23%	-$434K	0.16%	99
2021 Q2	$2.04M	Sell	75,820 -2,080	-3%	-$54.1K	0.23%	84
2021 Q1	$1.91M	Sell	77,900 -723,918	-90%	-$16.7M	0.24%	81
2020 Q4	$15.2M	Buy	801,818 +732,630	+1,059%	+$12.6M	2.1%	14
2020 Q3	$381K	Buy	69,188 +20,688	+43%	+$367K	17.75%	1
2020 Q2	$918K	Buy	+48,500	New	+$902K	0.21%	82
2018 Q2	–	Sell	-25,942	Closed	-$874K	–	205
2018 Q1	$874K	Buy	25,942 +11,850	+84%	+$419K	0.23%	84
2017 Q4	$509	Sell	14,092 -1,088	-7%	-$37.5K	0.11%	129
2017 Q3	$520K	Buy	15,180 +874	+6%	+$28.4K	0.12%	138
2017 Q2	$464K	Sell	14,306 -2,482	-15%	-$83.4K	0.11%	129
2017 Q1	$587K	Sell	16,788 -1,136	-6%	-$41.1K	0.14%	112
2016 Q4	$675K	Buy	17,924 +276	+2%	+$9.98K	0.18%	96
2016 Q3	$623K	Sell	17,648 -3,620	-17%	-$124K	0.15%	112
2016 Q2	$726K	Sell	21,268 -7,502	-26%	-$248K	0.17%	103
2016 Q1	$890K	Buy	28,770 +7,486	+35%	+$217K	0.21%	71
2015 Q4	$642K	Sell	21,284 -2,254	-10%	-$74.2K	0.15%	94
2015 Q3	$720K	Sell	23,538 -8,368	-26%	-$282K	0.17%	90
2015 Q2	$1.2M	Sell	31,906 -3,582	-10%	-$142K	0.24%	73
2015 Q1	$1.38M	Buy	35,488 +3,392	+11%	+$131K	0.25%	70
2014 Q4	$1.27M	Sell	32,096 -1,240	-4%	-$51.5K	0.27%	66
2014 Q3	$1.51M	Buy	33,336 +7,888	+31%	+$382K	0.35%	58
2014 Q2	$1.27M	Sell	25,448 -46	-0.2%	-$2.18K	0.31%	54
2014 Q1	$1.15M	Sell	25,494 -2,150	-8%	-$92.8K	0.31%	51
2013 Q4	$1.22M	Buy	+27,644	New	+$1.19M	0.38%	49

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bank Hapoalim BM's XLE Position: Q1 2026 in Review

Bank Hapoalim BM opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 5,062 shares worth $310K. The stake represents 0.05% of the portfolio and ranks #94 among its holdings. This is a return to the name: Bank Hapoalim BM previously reported a position in XLE as recently as Q1 2025.

Bank Hapoalim BM first reported a position in XLE in Q4 2013 and has held it in 35 quarters since. The position peaked at $15.2M in Q4 2020. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Bank Hapoalim BM held 5,062 shares of State Street Energy Select Sector SPDR ETF worth $310K as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Bank Hapoalim BM position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.05% of Bank Hapoalim BM's portfolio in Q1 2026, its #94 holding.
Bank Hapoalim BM first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 35 quarters since.
Bank Hapoalim BM's State Street Energy Select Sector SPDR ETF position peaked at $15.2M in Q4 2020.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Bank Hapoalim BM's 13F filing for Q1 2026, filed 4 May 2026.