Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.56M	Hold	122,724	–	–	0.69%	54
2026 Q1	$5.63M	Hold	122,724	–	–	1.11%	36
2025 Q4	$5.24M	Hold	122,724	–	–	1.03%	34
2025 Q3	$5.34M	Hold	122,724	–	–	1.1%	34
2025 Q2	$5.01M	Hold	122,724	–	–	1.1%	30
2025 Q1	$4.84M	Hold	122,724	–	–	1.21%	30
2024 Q4	$4.64M	Buy	122,724 +59,116	+93%	+$2.35M	1.11%	34
2024 Q3	$2.57M	Hold	63,608	–	–	0.65%	43
2024 Q2	$2.17M	Buy	+63,608	New	+$2.18M	0.59%	46
2020 Q2	–	Sell	-220,004	Closed	-$6.09M	–	76
2020 Q1	$6.09M	Hold	220,004	–	–	4.52%	4
2019 Q4	$7.11M	Hold	220,004	–	–	4.57%	4
2019 Q3	$6.4K	Hold	220,004	–	–	2.71%	10
2019 Q2	$6.4M	Hold	220,004	–	–	4.87%	4
2019 Q1	$6.4M	Hold	220,004	–	–	5.7%	4
2018 Q4	$5.82M	Hold	220,004	–	–	5.82%	7
2018 Q3	$5.9M	Sell	220,004 -50,046	-19%	-$1.33M	5.3%	6
2018 Q2	$7.3M	Hold	270,050	–	–	7.01%	5
2018 Q1	$7.11M	Buy	270,050 +62,020	+30%	+$1.55M	7.05%	4
2017 Q4	$5.48M	Hold	208,030	–	–	6.27%	6
2017 Q3	$5.59M	Buy	208,030 +159,204	+326%	+$4.27M	6.23%	5
2017 Q2	$1.27M	Buy	+48,826	New	+$1.28M	1.4%	20

Other funds holding XLU

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIH

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's XLU Position: Q2 2026 in Review

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 122,724 shares worth $5.56M. The position accounts for 0.69% of the portfolio, ranked #54.

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet first reported a position in XLU in Q2 2017 and has held it in 21 quarters since. The position peaked at $7.3M in Q2 2018. 1,249 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet held 122,724 shares of State Street Utilities Select Sector SPDR ETF worth $5.56M as of Q2 2026.
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.69% of Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's portfolio in Q2 2026, its #54 holding.
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2017 and has held it in 21 quarters since.
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's State Street Utilities Select Sector SPDR ETF position peaked at $7.3M in Q2 2018.
1,249 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's 13F filing for Q2 2026, filed 5 Aug 2026.