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Harel Insurance Investments & Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.7M Sell
27,608
-51,972
-65% -$37.7M 0.1% 74
2026
Q1 		$51.8M Buy
79,580
+4,721
+6% +$3.21M 0.35% 47
2025
Q4 		$51.1M Sell
74,859
-59,536
-44% -$40.2M 0.44% 46
2025
Q3 		$89.7M Buy
134,395
+18,030
+15% +$11.6M 0.81% 34
2025
Q2 		$72M Buy
116,365
+49,411
+74% +$28.2M 0.82% 35
2025
Q1 		$37.5M Sell
66,954
-1,905
-3% -$1.12M 0.49% 50
2024
Q4 		$40.4M Buy
68,859
+528
+0.8% +$311K 0.66% 37
2024
Q3 		$39.3M Buy
68,331
+43,468
+175% +$24M 0.68% 37
2024
Q2 		$13.5M Sell
24,863
-4,337
-15% -$2.27M 0.26% 53
2024
Q1 		$15.3M Sell
29,200
-2,120
-7% -$1.06M 0.3% 44
2023
Q4 		$14.9M Buy
31,320
+1,518
+5% +$676K 0.26% 58
2023
Q3 		$12.7M Sell
29,802
-2,422
-8% -$1.08M 0.25% 63
2023
Q2 		$14.3M Sell
32,224
-45,288
-58% -$19M 0.35% 43
2023
Q1 		$31.7M Sell
77,512
-7,218
-9% -$2.88M 0.65% 40
2022
Q4 		$32.4M Buy
84,730
+18,820
+29% +$7.23M 0.71% 37
2022
Q3 		$23.7M Buy
65,910
+15,907
+32% +$6.32M 0.58% 43
2022
Q2 		$18.9M Buy
50,003
+11,375
+29% +$4.66M 0.4% 52
2022
Q1 		$17.5M Sell
38,628
-2,780
-7% -$1.24M 0.29% 68
2021
Q4 		$19.7M Sell
41,408
-19,626
-32% -$9.01M 0.37% 55
2021
Q3 		$26.3M Buy
61,034
+19,791
+48% +$8.73M 0.68% 36
2021
Q2 		$25.6M Sell
41,243
-7,957
-16% -$3.32M 0.56% 37
2021
Q1 		$27.6M Buy
49,200
+14,879
+43% +$5.74M 0.52% 40
2020
Q4 		$24.5M Buy
34,321
+13,560
+65% +$4.81M 0.58% 39
2020
Q3 		$6.95M Sell
20,761
-6,783
-25% -$2.25M 0.24% 53
2020
Q2 		$8.49M Buy
27,544
+3,645
+15% +$1.07M 0.29% 56
2020
Q1 		$6.15M Sell
23,899
-38,082
-61% -$11.6M 0.29% 55
2019
Q4 		$19.9M Buy
61,981
+23,696
+62% +$7.3M 0.87% 34
2019
Q3 		$11.3M Sell
38,285
-3,107
-8% -$918K 0.73% 30
2019
Q2 		$12.1M Buy
41,392
+15,671
+61% +$4.51M 0.65% 43
2019
Q1 		$7.26M Buy
25,721
+6,413
+33% +$1.74M 0.42% 45
2018
Q4 		$4.83M Buy
19,308
+15,741
+441% +$4.24M 0.3% 54
2018
Q3 		$1.04M Sell
3,567
-752
-17% -$214K 0.05% 100
2018
Q2 		$1.17M Sell
4,319
-12,505
-74% -$3.38M 0.06% 85
2018
Q1 		$4.41M Buy
16,824
+229
+1% +$62.5K 0.25% 59
2017
Q4 		$4.42M Buy
16,595
+9,160
+123% +$2.38M 0.28% 53
2017
Q3 		$1.87M Sell
7,435
-11,914
-62% -$2.94M 0.15% 51
2017
Q2 		$4.67M Buy
19,349
+11,809
+157% +$2.83M 0.38% 39
2017
Q1 		$1.77M Buy
+7,540
New +$1.75M 0.16% 50
2016
Q4 		– Hold
0
– – – 29
2016
Q3 		– Hold
0
– – – 29
2016
Q2 		– Sell
-22,751
Closed -$4.72M – 31
2016
Q1 		$4.67M Buy
22,751
+12,521
+122% +$2.44M 0.56% 33
2015
Q4 		$2.09M Buy
+10,230
New +$2.1M 0.24% 43

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

Harel Insurance Investments & Financial Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 65% in Q2 2026, selling an estimated $37.7M and leaving 27,608 shares worth $20.7M. The position accounts for 0.1% of the portfolio, ranked #74.

Harel Insurance Investments & Financial Services first reported a position in SPY in Q4 2015 and has held it in 40 quarters since. The position peaked at $89.7M in Q3 2025. 3,022 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 27,608 shares of State Street SPDR S&P 500 ETF Trust worth $20.7M as of Q2 2026.
  • Harel Insurance Investments & Financial Services sold 51,972 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $37.7M.
  • State Street SPDR S&P 500 ETF Trust made up 0.1% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #74 holding.
  • Harel Insurance Investments & Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 40 quarters since.
  • Harel Insurance Investments & Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $89.7M in Q3 2025.
  • 3,022 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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