Harel Insurance Investments & Financial Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.2M	Buy	+70,565	New	+$9.54M	0.05%	96
2025 Q2	–	Sell	-600,000	Closed	-$48.7M	–	510
2025 Q1	$48.7M	Buy	+600,000	New	+$53.6M	0.64%	40
2023 Q4	–	Sell	-634,000	Closed	-$46.3M	–	695
2023 Q3	$46.3M	Hold	634,000	–	–	0.91%	34
2023 Q2	$52.7M	Sell	634,000 -174	-0%	-$14.6K	1.3%	21
2023 Q1	$48.3M	Sell	634,174 -562,000	-47%	-$46.6M	0.99%	29
2022 Q4	$99.3M	Sell	1,196,174 -4,100	-0.3%	-$332K	2.18%	12
2022 Q3	$95.2M	Hold	1,200,274	–	–	2.33%	12
2022 Q2	$89.1M	Buy	1,200,274 +1,149,270	+2,253%	+$86.3M	1.88%	16
2022 Q1	$4.58M	Buy	51,004 +4,830	+10%	+$446K	0.08%	116
2021 Q4	$5.17M	Hold	46,174	–	–	0.1%	88
2021 Q3	$5.8M	Buy	46,174 +46,000	+26,437%	+$5.92M	0.15%	63
2021 Q2	$24K	Hold	174	–	–	﹤0.01%	729
2021 Q1	$24K	Hold	174	–	–	﹤0.01%	689
2020 Q4	$15K	Sell	174 -4,000	-96%	-$512K	﹤0.01%	679
2020 Q3	$465K	Hold	4,174	–	–	0.02%	205
2020 Q2	$467K	Sell	4,174 -3,000	-42%	-$295K	0.02%	135
2020 Q1	$556K	Buy	7,174 +4,100	+133%	+$363K	0.03%	97
2019 Q4	$292K	Sell	3,074 -600	-16%	-$51.9K	0.01%	169
2019 Q3	$280K	Buy	3,674 +1,000	+37%	+$83.1K	0.02%	161
2019 Q2	$235K	Buy	+2,674	New	+$228K	0.01%	183
2019 Q1	–	Sell	-219,221	Closed	-$18.6M	–	170
2018 Q4	$15.7M	Buy	219,221 +9,784	+5%	+$788K	0.97%	32
2018 Q3	$20.1M	Buy	+209,437	New	+$20.3M	0.99%	34
2018 Q2	–	Sell	-2,344	Closed	-$215K	–	187
2018 Q1	$206K	Buy	+2,344	New	+$214K	0.01%	205
2017 Q4	–	Hold	0	–	–	–	211
2017 Q3	–	Hold	0	–	–	–	176
2017 Q2	–	Sell	-6,804	Closed	-$483K	–	188
2017 Q1	$468K	Buy	+6,804	New	+$457K	0.04%	92
2016 Q4	–	Hold	0	–	–	–	69
2016 Q3	–	Hold	0	–	–	–	64
2016 Q2	–	Hold	0	–	–	–	68
2016 Q1	–	Sell	-12,349	Closed	-$641K	–	53
2015 Q4	$867K	Buy	+12,349	New	+$842K	0.1%	54

Other funds holding XBI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 70,565 shares worth $11.2M. The stake represents 0.05% of the portfolio and ranks #96 among its holdings. This is a return to the name: Harel Insurance Investments & Financial Services previously reported a position in XBI as recently as Q1 2025.

Harel Insurance Investments & Financial Services first reported a position in XBI in Q4 2015 and has held it in 25 quarters since. The position peaked at $99.3M in Q4 2022. 573 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Harel Insurance Investments & Financial Services held 70,565 shares of State Street SPDR S&P Biotech ETF worth $11.2M as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Harel Insurance Investments & Financial Services position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.05% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #96 holding.
Harel Insurance Investments & Financial Services first reported a position in State Street SPDR S&P Biotech ETF in Q4 2015 and has held it in 25 quarters since.
Harel Insurance Investments & Financial Services's State Street SPDR S&P Biotech ETF position peaked at $99.3M in Q4 2022.
573 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

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