Clal Insurance’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Clal Insurance’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
2024 Q4	–	Sell	-2,767,000	Closed	-$230M	–	210
2024 Q3	$230M	Sell	2,767,000 -640,000	-19%	-$51.4M	2.03%	18
2024 Q2	$261M	Buy	+3,407,000	New	+$260M	2.73%	12
2023 Q2	–	Sell	-1,972,500	Closed	-$147M	–	156
2023 Q1	$147M	Hold	1,972,500	–	–	2.21%	15
2022 Q4	$147M	Hold	1,972,500	–	–	2.21%	13
2022 Q3	$132M	Buy	1,972,500 +2,500	+0.1%	+$183K	1.81%	15
2022 Q2	$142M	Buy	+1,970,000	New	+$148M	1.89%	14
2021 Q4	–	Sell	-1,073,300	Closed	-$73.9M	–	246
2021 Q3	$73.9M	Hold	1,073,300	–	–	0.84%	39
2021 Q2	$75.1M	Buy	+1,073,300	New	+$75.1M	0.86%	42
2021 Q1	–	Sell	-1,095,559	Closed	-$69M	–	234
2020 Q4	$69M	Sell	1,095,559 -231,441	-17%	-$15.3M	0.94%	40
2020 Q3	$85.1M	Hold	1,327,000	–	–	1.44%	22
2020 Q2	$77.8M	Hold	1,327,000	–	–	1.54%	17
2020 Q1	$72.3M	Buy	+1,327,000	New	+$80.5M	1.81%	19
2019 Q4	–	Sell	-28,160	Closed	-$1.73M	–	132
2019 Q3	$1.73M	Hold	28,160	–	–	0.04%	85
2019 Q2	$1.64M	Hold	28,160	–	–	0.04%	76
2019 Q1	$1.58M	Hold	28,160	–	–	0.04%	74
2018 Q4	$1.43M	Hold	28,160	–	–	0.04%	70
2018 Q3	$1.52M	Buy	+28,160	New	+$1.51M	0.04%	61
2016 Q4	–	Sell	-123,581	Closed	-$6.58M	–	91
2016 Q3	$6.58M	Sell	123,581 -3,892,628	-97%	-$212M	0.15%	53
2016 Q2	$221M	Sell	4,016,209 -17,853	-0.4%	-$950K	5.63%	3
2016 Q1	$214M	Sell	4,034,062 -124,348	-3%	-$6.32M	6.24%	2
2015 Q4	$210M	Buy	4,158,410 +7,904	+0.2%	+$393K	5.62%	4
2015 Q3	$196M	Sell	4,150,506 -248,948	-6%	-$12.1M	5.09%	5
2015 Q2	$209M	Sell	4,399,454 -632,998	-13%	-$30.9M	4.82%	4
2015 Q1	$245M	Buy	5,032,452 +3,045,900	+153%	+$150M	5.65%	4
2014 Q4	$96.3M	Buy	+1,986,552	New	+$94M	2.3%	16

Other funds holding XLP

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMH

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clal Insurance's XLP Position: Q4 2024 in Review

Clal Insurance sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2024, closing a stake of 2,767,000 shares — an estimated $230M sold.

Clal Insurance first reported a position in XLP in Q4 2014 and held it in 25 quarters. The position peaked at $261M in Q2 2024. 1,195 funds tracked by Wall St. Rank hold XLP as of Q4 2024.

Clal Insurance reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Clal Insurance sold 2,767,000 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2024, an estimated $230M.
Clal Insurance first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and held it in 25 quarters.
Clal Insurance's State Street Consumer Staples Select Sector SPDR ETF position peaked at $261M in Q2 2024.
1,195 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2024.

Based on Clal Insurance's 13F filing for Q4 2024, filed 6 Feb 2025.