Bank Hapoalim BM’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-194,000	Closed	-$14.4M	–	153
2023 Q2	$14.4M	Hold	194,000	–	–	2.05%	13
2023 Q1	$14.5M	Hold	194,000	–	–	2%	14
2022 Q4	$14.5M	Hold	194,000	–	–	1.8%	17
2022 Q3	$12.9M	Hold	194,000	–	–	1.63%	17
2022 Q2	$14M	Buy	+194,000	New	+$14.6M	1.74%	15
2021 Q1	–	Sell	-247,463	Closed	-$16.7M	–	247
2020 Q4	$16.7M	Buy	247,463 +226,077	+1,057%	+$14.9M	2.31%	11
2020 Q3	$241M	Buy	21,386 +9,023	+73%	+$570K	11.25%	3
2020 Q2	$725K	Sell	12,363 -235,237	-95%	-$13.7M	0.17%	93
2020 Q1	$13.5M	Buy	247,600 +226,952	+1,099%	+$13.8M	4.26%	4
2019 Q4	$1.3M	Buy	20,648 +6,008	+41%	+$370K	0.29%	67
2019 Q3	$895K	Buy	14,640 +10,147	+226%	+$610K	0.22%	72
2019 Q2	$261K	Sell	4,493 -343	-7%	-$19.6K	0.06%	146
2019 Q1	$271K	Sell	4,836 -220	-4%	-$11.8K	0.07%	139
2018 Q4	$257K	Sell	5,056 -126	-2%	-$6.84K	0.08%	130
2018 Q3	$279K	Sell	5,182 -372	-7%	-$20K	0.07%	161
2018 Q2	$286K	Sell	5,554 -16,407	-75%	-$833K	0.08%	153
2018 Q1	$1.16M	Sell	21,961 -34,286	-61%	-$1.89M	0.3%	69
2017 Q4	$3.2M	Sell	56,247 -25,827	-31%	-$1.42M	0.7%	33
2017 Q3	$4.43M	Sell	82,074 -9,915	-11%	-$545K	1.01%	23
2017 Q2	$5.05M	Sell	91,989 -3,098	-3%	-$172K	1.2%	19
2017 Q1	$5.19M	Sell	95,087 -19,794	-17%	-$1.06M	1.22%	22
2016 Q4	$5.94M	Sell	114,881 -43,737	-28%	-$2.27M	1.59%	14
2016 Q3	$8.44M	Buy	158,618 +6,396	+4%	+$348K	1.99%	15
2016 Q2	$8.39M	Buy	152,222 +5,674	+4%	+$302K	1.96%	11
2016 Q1	$7.78M	Buy	+146,548	New	+$7.44M	1.84%	14
2015 Q4	–	Hold	0	–	–	–	20
2015 Q3	–	Sell	-160,000	Closed	-$7.78M	–	27
2015 Q2	$13.7M	Sell	160,000 -109,996	-41%	-$5.37M	2.69%	9
2015 Q1	$13.1M	Buy	269,996 +80,830	+43%	+$3.97M	2.4%	10
2014 Q4	$9.17M	Sell	189,166 -282	-0.1%	-$13.3K	1.95%	13
2014 Q3	$8.55M	Sell	189,448 -2,939	-2%	-$132K	1.99%	13
2014 Q2	$8.58M	Sell	192,387 -4,166	-2%	-$184K	2.11%	12
2014 Q1	$8.46M	Buy	196,553 +138,666	+240%	+$5.82M	2.31%	12
2013 Q4	$2.49M	Buy	+57,887	New	+$2.44M	0.76%	29

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Bank Hapoalim BM's XLP Position: Q3 2023 in Review

Bank Hapoalim BM sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 194,000 shares — an estimated $14.4M sold.

Bank Hapoalim BM first reported a position in XLP in Q4 2013 and held it in 32 quarters. The position peaked at $241M in Q3 2020. 1,039 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Bank Hapoalim BM reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Bank Hapoalim BM sold 194,000 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $14.4M.
Bank Hapoalim BM first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2013 and held it in 32 quarters.
Bank Hapoalim BM's State Street Consumer Staples Select Sector SPDR ETF position peaked at $241M in Q3 2020.
1,039 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Bank Hapoalim BM's 13F filing for Q3 2023, filed 24 Oct 2023.