Harel Insurance Investments & Financial Services’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio RSPM Stock Details RSPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,410,000	Closed	-$45.9M	–	539
2024 Q4	$45.9M	Hold	1,410,000	–	–	0.75%	32
2024 Q3	$52.7M	Hold	1,410,000	–	–	0.91%	28
2024 Q2	$48.6M	Hold	1,410,000	–	–	0.92%	28
2024 Q1	$51.2M	Hold	1,410,000	–	–	0.99%	29
2023 Q4	$47.4M	Hold	1,410,000	–	–	0.83%	37
2023 Q3	$43.7M	Hold	1,410,000	–	–	0.86%	36
2023 Q2	$45.8M	Hold	1,410,000	–	–	1.13%	25
2023 Q1	$45.9M	Hold	1,410,000	–	–	0.94%	32
2022 Q4	$44.7M	Hold	1,410,000	–	–	0.98%	28
2022 Q3	$40.2M	Hold	1,410,000	–	–	0.98%	29
2022 Q2	$43.7M	Sell	1,410,000 -21,650	-2%	-$763K	0.92%	32
2022 Q1	$52.9M	Buy	+1,431,650	New	+$50.5M	0.86%	36

Other funds holding RSPM

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

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

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

OPPS

Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Harel Insurance Investments & Financial Services's RSPM Position: Q1 2025 in Review

Harel Insurance Investments & Financial Services sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2025, closing a stake of 1,410,000 shares — an estimated $45.9M sold.

Harel Insurance Investments & Financial Services first reported a position in RSPM in Q1 2022 and held it in 12 quarters. The position peaked at $52.9M in Q1 2022. 73 funds tracked by Wall St. Rank hold RSPM as of Q1 2025.

Harel Insurance Investments & Financial Services reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2025 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 1,410,000 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2025, an estimated $45.9M.
Harel Insurance Investments & Financial Services first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2022 and held it in 12 quarters.
Harel Insurance Investments & Financial Services's Invesco S&P 500 Equal Weight Materials ETF position peaked at $52.9M in Q1 2022.
73 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.