HIIFS
XTL icon

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

Harel Insurance Investments & Financial Services’s Portfolio XTL Stock Details XTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-360
Closed -$25K – 493
2016
Q4 		$25K Sell
360
-800
-69% -$53.4K ﹤0.01% 240
2016
Q3 		$76K Buy
+1,160
New +$72.8K 0.01% 188

Other funds holding XTL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

Harel Insurance Investments & Financial Services's XTL Position: Q1 2017 in Review

Harel Insurance Investments & Financial Services sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2017, closing a stake of 360 shares — an estimated $25K sold.

Harel Insurance Investments & Financial Services first reported a position in XTL in Q3 2016 and held it in 2 quarters. The position peaked at $76K in Q3 2016. 34 funds tracked by Wall St. Rank hold XTL as of Q1 2017.

  • Harel Insurance Investments & Financial Services reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2017 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 360 State Street SPDR S&P Telecom ETF shares in Q1 2017, an estimated $25K.
  • Harel Insurance Investments & Financial Services first reported a position in State Street SPDR S&P Telecom ETF in Q3 2016 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's State Street SPDR S&P Telecom ETF position peaked at $76K in Q3 2016.
  • 34 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2017, filed 8 May 2017.