Bank Hapoalim BM’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bank Hapoalim BM’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
2025 Q2	–	Sell	-7,590	Closed	-$299K	–	132
2025 Q1	$299K	Buy	+7,590	New	+$297K	0.04%	107
2023 Q2	–	Sell	-166,000	Closed	-$5.62M	–	164
2023 Q1	$5.62M	Hold	166,000	–	–	0.78%	41
2022 Q4	$5.85M	Buy	+166,000	New	+$5.64M	0.73%	44
2020 Q3	–	Sell	-9,938	Closed	-$280K	–	199
2020 Q2	$280K	Sell	9,938 -36,506	-79%	-$1.05M	0.07%	155
2020 Q1	$1.29M	Buy	46,444 +33,534	+260%	+$1.07M	0.41%	57
2019 Q4	$417K	Sell	12,910 -7,920	-38%	-$252K	0.09%	122
2019 Q3	$674K	Buy	+20,830	New	+$643K	0.17%	84
2018 Q2	–	Sell	-14,950	Closed	-$378K	–	206
2018 Q1	$378K	Sell	14,950 -4,848	-24%	-$121K	0.1%	139
2017 Q4	$521	Sell	19,798 -762	-4%	-$20.9K	0.11%	127
2017 Q3	$545K	Sell	20,560 -2,692	-12%	-$72.3K	0.12%	135
2017 Q2	$604K	Sell	23,252 -2,504	-10%	-$65.7K	0.14%	107
2017 Q1	$661K	Sell	25,756 -928	-3%	-$23.2K	0.16%	107
2016 Q4	$648K	Buy	26,684 +990	+4%	+$23.6K	0.17%	97
2016 Q3	$629K	Sell	25,694 -2,234	-8%	-$56.7K	0.15%	111
2016 Q2	$733K	Buy	27,928 +110	+0.4%	+$2.71K	0.17%	101
2016 Q1	$690K	Buy	27,818 +10,780	+63%	+$249K	0.16%	90
2015 Q4	$369K	Buy	17,038 +4,244	+33%	+$92K	0.08%	123
2015 Q3	$277K	Buy	+12,794	New	+$276K	0.06%	138
2015 Q1	–	Sell	-102,216	Closed	-$2.41M	–	177
2014 Q4	$2.41M	Buy	102,216 +20,932	+26%	+$474K	0.51%	45
2014 Q3	$1.71M	Buy	81,284 +60,224	+286%	+$1.28M	0.4%	55
2014 Q2	$466K	Buy	+21,060	New	+$448K	0.11%	106

Other funds holding XLU

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

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

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

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

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

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

MMH

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Bank Hapoalim BM's XLU Position: Q2 2025 in Review

Bank Hapoalim BM sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 7,590 shares — an estimated $299K sold.

Bank Hapoalim BM first reported a position in XLU in Q2 2014 and held it in 21 quarters. The position peaked at $5.85M in Q4 2022. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Bank Hapoalim BM reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Bank Hapoalim BM sold 7,590 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $299K.
Bank Hapoalim BM first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2014 and held it in 21 quarters.
Bank Hapoalim BM's State Street Utilities Select Sector SPDR ETF position peaked at $5.85M in Q4 2022.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Bank Hapoalim BM's 13F filing for Q2 2025, filed 22 Jul 2025.