Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Hold |
61,362
| – | – | 1.1% | 30 |
|
|
2025
Q1 | $4.84M | Hold |
61,362
| – | – | 1.21% | 30 |
|
|
2024
Q4 | $4.64M | Buy |
61,362
+29,558
| +93% | +$2.24M | 1.11% | 34 |
|
|
2024
Q3 | $2.57M | Hold |
31,804
| – | – | 0.65% | 43 |
|
|
2024
Q2 | $2.17M | Buy |
+31,804
| New | +$2.17M | 0.59% | 46 |
|
|
2020
Q2 | – | Sell |
-110,002
| Closed | -$6.1M | – | 76 |
|
|
2020
Q1 | $6.1M | Hold |
110,002
| – | – | 4.52% | 4 |
|
|
2019
Q4 | $7.11M | Hold |
110,002
| – | – | 4.57% | 4 |
|
|
2019
Q3 | $6.4K | Hold |
110,002
| – | – | 2.71% | 10 |
|
|
2019
Q2 | $6.4M | Hold |
110,002
| – | – | 4.87% | 4 |
|
|
2019
Q1 | $6.4M | Hold |
110,002
| – | – | 5.7% | 4 |
|
|
2018
Q4 | $5.82M | Hold |
110,002
| – | – | 5.82% | 7 |
|
|
2018
Q3 | $5.9M | Sell |
110,002
-25,023
| -19% | -$1.34M | 5.3% | 6 |
|
|
2018
Q2 | $7.3M | Hold |
135,025
| – | – | 7.01% | 5 |
|
|
2018
Q1 | $7.11M | Buy |
135,025
+31,010
| +30% | +$1.63M | 7.05% | 4 |
|
|
2017
Q4 | $5.48M | Hold |
104,015
| – | – | 6.27% | 6 |
|
|
2017
Q3 | $5.59M | Buy |
104,015
+79,602
| +326% | +$4.28M | 6.23% | 5 |
|
|
2017
Q2 | $1.27M | Buy |
+24,413
| New | +$1.27M | 1.4% | 20 |
|