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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-91,300	Closed	-$3.72M	–	495
2025 Q2	$3.72M	Hold	91,300	–	–	0.04%	127
2025 Q1	$3.12M	Sell	91,300 -980,000	-91%	-$36.7M	0.04%	130
2024 Q4	$40.1M	Hold	1,071,300	–	–	0.66%	38
2024 Q3	$40.4M	Buy	1,071,300 +91,300	+9%	+$3.33M	0.7%	36
2024 Q2	$35.9M	Hold	980,000	–	–	0.68%	33
2024 Q1	$34.5M	Hold	980,000	–	–	0.67%	32
2023 Q4	$32M	Hold	980,000	–	–	0.56%	43
2023 Q3	$27.6M	Hold	980,000	–	–	0.54%	44
2023 Q2	$28.8M	Buy	+980,000	New	+$26.8M	0.71%	29
2022 Q1	–	Sell	-300	Closed	-$10K	–	796
2021 Q4	$10K	Hold	300	–	–	﹤0.01%	691
2021 Q3	$9K	Buy	+300	New	+$8.91K	﹤0.01%	639
2021 Q1	–	Sell	-1,600	Closed	-$130K	–	849
2020 Q4	$130K	Buy	+1,600	New	+$37.1K	﹤0.01%	533

Other funds holding RSPT

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Harel Insurance Investments & Financial Services's RSPT Position: Q3 2025 in Review

Harel Insurance Investments & Financial Services sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2025, closing a stake of 91,300 shares — an estimated $3.72M sold.

Harel Insurance Investments & Financial Services first reported a position in RSPT in Q4 2020 and held it in 12 quarters. The position peaked at $40.4M in Q3 2024. 365 funds tracked by Wall St. Rank hold RSPT as of Q3 2025.

Harel Insurance Investments & Financial Services reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2025 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 91,300 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2025, an estimated $3.72M.
Harel Insurance Investments & Financial Services first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2020 and held it in 12 quarters.
Harel Insurance Investments & Financial Services's Invesco S&P 500 Equal Weight Technology ETF position peaked at $40.4M in Q3 2024.
365 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2025, filed 29 Oct 2025.