Clal Insurance’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Clal Insurance’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	$53.9M	Buy	879,894 +10,000	+1%	+$536K	0.32%	62
2025 Q4	$38.9M	Hold	869,894	–	–	0.25%	71
2025 Q3	$38.9M	Sell	869,894 -10,106	-1%	-$442K	0.3%	66
2025 Q2	$37.3M	Buy	+880,000	New	+$36.6M	0.37%	58
2025 Q1	–	Sell	-733,050	Closed	-$31.4M	–	219
2024 Q4	$31.4M	Sell	733,050 -2,914,000	-80%	-$132M	0.28%	53
2024 Q3	$160M	Buy	3,647,050 +3,580,000	+5,339%	+$160M	1.42%	21
2024 Q2	$3.06M	Sell	67,050 -1,782,950	-96%	-$83M	0.03%	79
2024 Q1	$87.3M	Hold	1,850,000	–	–	0.98%	25
2023 Q4	$77.6M	Buy	1,850,000 +1,462,000	+377%	+$62.5M	1.02%	25
2023 Q3	$17.5M	Sell	388,000 -1,094,000	-74%	-$47.9M	0.24%	63
2023 Q2	$60.1M	Hold	1,482,000	–	–	0.72%	35
2023 Q1	$61.4M	Buy	1,482,000 +1,000,000	+207%	+$42.8M	0.92%	33
2022 Q4	$21.1M	Sell	482,000 -4,118,000	-90%	-$179M	0.32%	69
2022 Q3	$166M	Buy	4,600,000 +2,400,000	+109%	+$90.8M	2.27%	9
2022 Q2	$78.7M	Sell	2,200,000 -6,773,000	-75%	-$272M	1.05%	31
2022 Q1	$343M	Sell	8,973,000 -3,442,000	-28%	-$119M	3.62%	4
2021 Q4	$345M	Buy	12,415,000 +2,283,928	+23%	+$64.5M	3.73%	2
2021 Q3	$264M	Buy	10,131,072 +4,766,072	+89%	+$118M	3.01%	3
2021 Q2	$145M	Sell	5,365,000 -66,000	-1%	-$1.72M	1.65%	16
2021 Q1	$133M	Buy	5,431,000 +1,551,138	+40%	+$35.8M	1.54%	21
2020 Q4	$68.7M	Buy	3,879,862 +3,824,862	+6,954%	+$65.9M	0.93%	42
2020 Q3	$824K	Hold	55,000	–	–	0.01%	102
2020 Q2	$1.04M	Sell	55,000 -980,000	-95%	-$18.2M	0.02%	100
2020 Q1	$15M	Buy	1,035,000 +972,558	+1,558%	+$23.1M	0.38%	66
2019 Q4	$520K	Sell	62,442 -1,005,558	-94%	-$29.8M	0.56%	47
2019 Q3	$31.6M	Buy	1,068,000 +980,000	+1,114%	+$29.6M	0.77%	43
2019 Q2	$2.8M	Hold	88,000	–	–	0.06%	72
2019 Q1	$2.91M	Sell	88,000 -31,000	-26%	-$996K	0.07%	68
2018 Q4	$3.41M	Sell	119,000 -13,000	-10%	-$435K	0.09%	61
2018 Q3	$5M	Hold	132,000	–	–	0.13%	47
2018 Q2	$5.01M	Hold	132,000	–	–	0.13%	43
2018 Q1	$4.45M	Buy	+132,000	New	+$4.67M	0.12%	42
2016 Q4	–	Sell	-171,910	Closed	-$6.07M	–	88
2016 Q3	$6.07M	Sell	171,910 -2,785,872	-94%	-$95.5M	0.14%	55
2016 Q2	$101M	Buy	2,957,782 +152,850	+5%	+$5.04M	2.56%	13
2016 Q1	$86.8M	Buy	2,804,932 +310,280	+12%	+$9M	2.53%	16
2015 Q4	$75.2M	Buy	2,494,652 +932,362	+60%	+$30.7M	2.01%	18
2015 Q3	$47.8M	Buy	1,562,290 +284,498	+22%	+$9.59M	1.24%	22
2015 Q2	$48M	Buy	1,277,792 +10,796	+0.9%	+$429K	1.1%	24
2015 Q1	$49.1M	Buy	1,266,996 +956,080	+308%	+$37M	1.13%	22
2014 Q4	$12.3M	Buy	+310,916	New	+$12.9M	0.29%	60

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

Clal Insurance's XLE Position: Q1 2026 in Review

Clal Insurance increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.1% in Q1 2026, buying an estimated $536K and bringing the position to 879,894 shares worth $53.9M. The position accounts for 0.32% of the portfolio, ranked #62.

Clal Insurance first reported a position in XLE in Q4 2014 and has held it in 40 quarters since. The position peaked at $345M in Q4 2021. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Clal Insurance held 879,894 shares of State Street Energy Select Sector SPDR ETF worth $53.9M as of Q1 2026.
Clal Insurance bought 10,000 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $536K.
State Street Energy Select Sector SPDR ETF made up 0.32% of Clal Insurance's portfolio in Q1 2026, its #62 holding.
Clal Insurance first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 40 quarters since.
Clal Insurance's State Street Energy Select Sector SPDR ETF position peaked at $345M in Q4 2021.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Clal Insurance's 13F filing for Q1 2026, filed 12 May 2026.