Clal Insurance’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Clal Insurance’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
2024 Q4	–	Sell	-2,647,800	Closed	-$107M	–	211
2024 Q3	$107M	Sell	2,647,800 -1,354,200	-34%	-$50.2M	0.95%	31
2024 Q2	$136M	Buy	4,002,000 +1,880,000	+89%	+$64.6M	1.43%	21
2024 Q1	$69.7M	Hold	2,122,000	–	–	0.78%	34
2023 Q4	$67.2M	Buy	2,122,000 +2,100,000	+9,545%	+$64.2M	0.88%	29
2023 Q3	$648K	Hold	22,000	–	–	0.01%	101
2023 Q2	$720K	Hold	22,000	–	–	0.01%	114
2023 Q1	$745K	Hold	22,000	–	–	0.01%	119
2022 Q4	$775K	Hold	22,000	–	–	0.01%	130
2022 Q3	$721K	Buy	+22,000	New	+$806K	0.01%	130
2021 Q4	–	Sell	-2,242,000	Closed	-$71.6M	–	247
2021 Q3	$71.6M	Hold	2,242,000	–	–	0.82%	43
2021 Q2	$70.9M	Sell	2,242,000 -926,000	-29%	-$30.3M	0.81%	43
2021 Q1	$101M	Sell	3,168,000 -972,400	-23%	-$30.2M	1.17%	32
2020 Q4	$121M	Sell	4,140,400 -513,600	-11%	-$16.3M	1.65%	18
2020 Q3	$138M	Buy	4,654,000 +51,192	+1%	+$1.52M	2.33%	12
2020 Q2	$130M	Buy	+4,602,808	New	+$133M	2.57%	8
2019 Q1	–	Sell	-20,000	Closed	-$529K	–	114
2018 Q4	$529K	Sell	20,000 -94,000	-82%	-$2.55M	0.01%	88
2018 Q3	$3M	Buy	+114,000	New	+$3.03M	0.08%	53
2016 Q4	–	Sell	-99,640	Closed	-$2.44M	–	93
2016 Q3	$2.44M	Sell	99,640 -39,800	-29%	-$1.01M	0.06%	69
2016 Q2	$3.66M	Sell	139,440 -19,160	-12%	-$472K	0.09%	71
2016 Q1	$3.94M	Sell	158,600 -10,800	-6%	-$249K	0.11%	63
2015 Q4	$3.67M	Sell	169,400 -1,180,000	-87%	-$25.6M	0.1%	65
2015 Q3	$29.2M	Buy	+1,349,400	New	+$29.1M	0.76%	34

Other funds holding XLU

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

MMH

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Clal Insurance's XLU Position: Q4 2024 in Review

Clal Insurance sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 2,647,800 shares — an estimated $107M sold.

Clal Insurance first reported a position in XLU in Q3 2015 and held it in 22 quarters. The position peaked at $138M in Q3 2020. 1,360 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

Clal Insurance reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Clal Insurance sold 2,647,800 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $107M.
Clal Insurance first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2015 and held it in 22 quarters.
Clal Insurance's State Street Utilities Select Sector SPDR ETF position peaked at $138M in Q3 2020.
1,360 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

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