Meitav Investment House Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$408M |
| 2 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$48M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$43.5M |
| 4 |
Elbit Systems
ESLT
|
+$33.3M |
| 5 |
State Street SPDR S&P Biotech ETF
XBI
|
+$30.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$123M |
| 2 |
Broadcom
AVGO
|
+$62.8M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
+$40M |
| 4 |
Global X US Infrastructure Development ETF
PAVE
|
+$32M |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$28.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.77% |
| 2 | Consumer Discretionary | 7.84% |
| 3 | Industrials | 5.79% |
| 4 | Financials | 4.6% |
| 5 | Communication Services | 3.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Payoneer
PAYO
$2.4B
| – | – |
-22,739
| Closed | -$166K |
|
227
Palantir
PLTR
$420B
| – | – |
-7,222
| Closed | -$614K |
|
228
Sanofi
SNY
$104B
| – | – |
-59,371
| Closed | -$3.29M |
|
229
Invesco Solar ETF
TAN
$1.38B
| – | – |
-246,098
| Closed | -$7.5M |
|
Similar funds
Meitav Investment House's Q2 2025 Portfolio in Review
As of Q2 2025, Meitav Investment House held 229 positions worth $7.42B, up 37% from $5.43B the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Meitav Investment House deployed $340M of net new capital in Q2 2025, opening 13 new positions and adding to 93 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 78,186 shares worth $5.68M.
By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 15% a quarter earlier, followed by Consumer Discretionary and Industrials.
On the sell side, the largest reduction was State Street Health Care Select Sector SPDR ETF, an estimated $123M trimmed.
- Meitav Investment House's largest Q2 2025 buy was State Street SPDR Portfolio S&P 500 ETF: 78,186 shares worth $5.68M.
- Meitav Investment House added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $408M increase.
- Meitav Investment House's biggest Q2 2025 reduction was State Street Health Care Select Sector SPDR ETF, cutting an estimated $123M.
- Meitav Investment House fully exited Janus Henderson AAA CLO ETF in Q2 2025, selling an estimated $40M.
- Meitav Investment House's ten largest holdings make up 46% of its $7.42B portfolio in Q2 2025.
- Meitav Investment House opened 13 new positions and closed 12 in Q2 2025.
- Meitav Investment House's portfolio value rose 37% quarter-over-quarter to $7.42B.
Based on Meitav Investment House's 13F filing for Q2 2025, filed 23 Jul 2025.