HIIFS
SPLV icon

Harel Insurance Investments & Financial Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Buy
3,426
+2,925
+584% +$215K ﹤0.01% 319
2026
Q1 		$37K Sell
501
-5,700
-92% -$422K ﹤0.01% 451
2025
Q4 		$443K Sell
6,201
-33,600
-84% -$2.42M ﹤0.01% 220
2025
Q3 		$2.92M Buy
39,801
+3,100
+8% +$227K 0.03% 136
2025
Q2 		$2.67M Sell
36,701
-61,172
-63% -$4.43M 0.03% 136
2025
Q1 		$7.22M Sell
97,873
-7,531
-7% -$544K 0.09% 93
2024
Q4 		$7.38M Buy
105,404
+1,000
+1% +$72.1K 0.12% 70
2024
Q3 		$7.49M Buy
104,404
+97,590
+1,432% +$6.7M 0.13% 64
2024
Q2 		$443K Sell
6,814
-90,000
-93% -$5.83M 0.01% 189
2024
Q1 		$6.38M Sell
96,814
-15,174
-14% -$967K 0.12% 67
2023
Q4 		$7M Buy
111,988
+4,000
+4% +$241K 0.12% 81
2023
Q3 		$6.38M Buy
107,988
+10,171
+10% +$629K 0.13% 83
2023
Q2 		$6.09M Sell
97,817
-376
-0.4% -$23.5K 0.15% 62
2023
Q1 		$6.08M Buy
98,193
+740
+0.8% +$46.2K 0.12% 85
2022
Q4 		$6.25M Buy
97,453
+110
+0.1% +$6.82K 0.14% 76
2022
Q3 		$5.71M Sell
97,343
-13,130
-12% -$830K 0.14% 88
2022
Q2 		$6.66M Buy
110,473
+7,793
+8% +$504K 0.14% 91
2022
Q1 		$6.89M Sell
102,680
-2,563
-2% -$167K 0.11% 99
2021
Q4 		$7.19M Buy
105,243
+90,240
+601% +$5.81M 0.14% 77
2021
Q3 		$917K Sell
15,003
-3,340
-18% -$211K 0.02% 154
2021
Q2 		$1.8M Buy
18,343
+7,840
+75% +$475K 0.04% 209
2021
Q1 		$2.04M Buy
10,503
+1,453
+16% +$81.7K 0.04% 238
2020
Q4 		$758K Sell
9,050
-6,412
-41% -$352K 0.02% 307
2020
Q3 		$827K Sell
15,462
-13,031
-46% -$692K 0.03% 140
2020
Q2 		$1.4M Sell
28,493
-13,000
-31% -$639K 0.05% 76
2020
Q1 		$1.99M Sell
41,493
-66,250
-61% -$3.71M 0.09% 68
2019
Q4 		$6.29M Buy
107,743
+9,800
+10% +$562K 0.27% 55
2019
Q3 		$5.67M Sell
97,943
-6,470
-6% -$365K 0.36% 41
2019
Q2 		$5.76M Buy
104,413
+68,343
+189% +$3.67M 0.31% 54
2019
Q1 		$1.9M Buy
36,070
+20,710
+135% +$1.04M 0.11% 65
2018
Q4 		$717K Sell
15,360
-10,000
-39% -$485K 0.04% 99
2018
Q3 		$1.25M Buy
25,360
+4,451
+21% +$219K 0.06% 92
2018
Q2 		$991K Buy
20,909
+8,229
+65% +$386K 0.05% 93
2018
Q1 		$595K Sell
12,680
-320
-2% -$15.1K 0.03% 128
2017
Q4 		$619K Sell
13,000
-1,900
-13% -$89.6K 0.04% 111
2017
Q3 		$682K Sell
14,900
-13,500
-48% -$612K 0.06% 77
2017
Q2 		$1.27M Buy
28,400
+27,000
+1,929% +$1.2M 0.1% 63
2017
Q1 		$61K Buy
+1,400
New +$59.7K 0.01% 250
2016
Q4 		– Hold
0
– – – 151
2016
Q3 		– Sell
-16,900
Closed -$715K – 63
2016
Q2 		$709K Buy
+16,900
New +$687K 0.08% 72
2016
Q1 		– Sell
-6,700
Closed -$258K – 455
2015
Q4 		$258K Buy
+6,700
New +$256K 0.03% 91

Other funds holding SPLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SPLV Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 584% in Q2 2026, buying an estimated $215K and bringing the position to 3,426 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Harel Insurance Investments & Financial Services first reported a position in SPLV in Q4 2015 and has held it in 40 quarters since. The position peaked at $7.49M in Q3 2024. 540 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 3,426 shares of Invesco S&P 500 Low Volatility ETF worth $257K as of Q2 2026.
  • Harel Insurance Investments & Financial Services bought 2,925 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $215K.
  • Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #319 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2015 and has held it in 40 quarters since.
  • Harel Insurance Investments & Financial Services's Invesco S&P 500 Low Volatility ETF position peaked at $7.49M in Q3 2024.
  • 540 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.