Harel Insurance Investments & Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $970K | Sell |
21,505
-653,500
| -97% | -$29.6M | ﹤0.01% | 196 |
|
|
2026
Q1 | $31M | Sell |
675,005
-5,540,690
| -89% | -$249M | 0.21% | 52 |
|
|
2025
Q4 | $265M | Buy |
6,215,695
+2,733,471
| +78% | +$121M | 2.3% | 15 |
|
|
2025
Q3 | $152M | Sell |
3,482,224
-1,170,634
| -25% | -$49.5M | 1.36% | 23 |
|
|
2025
Q2 | $190M | Sell |
4,652,858
-7,348
| -0.2% | -$293K | 2.17% | 10 |
|
|
2025
Q1 | $184M | Buy |
4,660,206
+680
| +0% | +$26.6K | 2.4% | 12 |
|
|
2024
Q4 | $176M | Sell |
4,659,526
-3,441,012
| -42% | -$137M | 2.89% | 12 |
|
|
2024
Q3 | $327M | Buy |
8,100,538
+10,610
| +0.1% | +$394K | 5.64% | 3 |
|
|
2024
Q2 | $276M | Sell |
8,089,928
-1,460
| -0% | -$50.1K | 5.19% | 3 |
|
|
2024
Q1 | $266M | Sell |
8,091,388
-50
| -0% | -$1.56K | 5.14% | 5 |
|
|
2023
Q4 | $256M | Buy |
8,091,438
+6,839,228
| +546% | +$209M | 4.5% | 5 |
|
|
2023
Q3 | $36.9M | Buy |
1,252,210
+314
| +0% | +$10.1K | 0.73% | 39 |
|
|
2023
Q2 | $41M | Buy |
1,251,896
+1,234,816
| +7,230% | +$41.6M | 1.01% | 26 |
|
|
2023
Q1 | $578K | Buy |
17,080
+90
| +0.5% | +$3.05K | 0.01% | 217 |
|
|
2022
Q4 | $599K | Sell |
16,990
-12,422
| -42% | -$422K | 0.01% | 192 |
|
|
2022
Q3 | $971K | Buy |
29,412
+6,710
| +30% | +$246K | 0.02% | 168 |
|
|
2022
Q2 | $796K | Buy |
22,702
+7,908
| +53% | +$286K | 0.02% | 202 |
|
|
2022
Q1 | $551K | Buy |
14,794
+80
| +0.5% | +$2.77K | 0.01% | 248 |
|
|
2021
Q4 | $527K | Buy |
14,714
+728
| +5% | +$24.6K | 0.01% | 261 |
|
|
2021
Q3 | $447K | Sell |
13,986
-108
| -0.8% | -$3.61K | 0.01% | 247 |
|
|
2021
Q2 | $446K | Buy |
14,094
+5,462
| +63% | +$179K | 0.01% | 485 |
|
|
2021
Q1 | $276K | Sell |
8,632
-8,372
| -49% | -$260K | 0.01% | 560 |
|
|
2020
Q4 | $1.5M | Sell |
17,004
-10,328
| -38% | -$327K | 0.04% | 224 |
|
|
2020
Q3 | $811K | Sell |
27,332
-46,734
| -63% | -$1.39M | 0.03% | 144 |
|
|
2020
Q2 | $2.09M | Buy |
74,066
+2,716
| +4% | +$78.3K | 0.07% | 68 |
|
|
2020
Q1 | $1.98M | Buy |
71,350
+4,296
| +6% | +$137K | 0.09% | 69 |
|
|
2019
Q4 | $2.17M | Sell |
67,054
-1,310
| -2% | -$41.6K | 0.09% | 69 |
|
|
2019
Q3 | $2.21M | Sell |
68,364
-50,286
| -42% | -$1.55M | 0.14% | 52 |
|
|
2019
Q2 | $3.54M | Buy |
118,650
+35,326
| +42% | +$1.04M | 0.19% | 60 |
|
|
2019
Q1 | $2.42M | Buy |
83,324
+31,498
| +61% | +$876K | 0.14% | 63 |
|
|
2018
Q4 | $1.37M | Buy |
51,826
+47,706
| +1,158% | +$1.3M | 0.08% | 77 |
|
|
2018
Q3 | $108K | Sell |
4,120
-40,000
| -91% | -$1.06M | 0.01% | 266 |
|
|
2018
Q2 | $1.15M | Sell |
44,120
-29,014
| -40% | -$730K | 0.06% | 87 |
|
|
2018
Q1 | $1.85M | Buy |
73,134
+59,126
| +422% | +$1.48M | 0.1% | 78 |
|
|
2017
Q4 | $369K | Buy |
14,008
+116
| +0.8% | +$3.18K | 0.02% | 160 |
|
|
2017
Q3 | $369K | Sell |
13,892
-8,114
| -37% | -$218K | 0.03% | 119 |
|
|
2017
Q2 | $572K | Buy |
22,006
+9,720
| +79% | +$255K | 0.05% | 96 |
|
|
2017
Q1 | $318K | Buy |
+12,286
| New | +$307K | 0.03% | 124 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 53 |
|
|
2016
Q3 | – | Sell |
-43,348
| Closed | -$1.1M | – | 48 |
|
|
2016
Q2 | $1.13M | Buy |
43,348
+5,164
| +14% | +$127K | 0.14% | 54 |
|
|
2016
Q1 | $947K | Buy |
38,184
+20,980
| +122% | +$484K | 0.11% | 60 |
|
|
2015
Q4 | $372K | Buy |
+17,204
| New | +$373K | 0.04% | 75 |
|
Other funds holding XLU
Harel Insurance Investments & Financial Services's XLU Position: Q2 2026 in Review
Harel Insurance Investments & Financial Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 97% in Q2 2026, selling an estimated $29.6M and leaving 21,505 shares worth $970K. The position accounts for ﹤0.01% of the portfolio, ranked #196.
Harel Insurance Investments & Financial Services first reported a position in XLU in Q4 2015 and has held it in 41 quarters since. The position peaked at $327M in Q3 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Harel Insurance Investments & Financial Services held 21,505 shares of State Street Utilities Select Sector SPDR ETF worth $970K as of Q2 2026.
- Harel Insurance Investments & Financial Services sold 653,500 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $29.6M.
- State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #196 holding.
- Harel Insurance Investments & Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and has held it in 41 quarters since.
- Harel Insurance Investments & Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $327M in Q3 2024.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.