Menora Mivtachim Holdings’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Menora Mivtachim Holdings’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$366M	Sell	6,891,100 -1,782,000	-21%	-$102M	1.43%	15
2026 Q1	$531M	Sell	8,673,100 -700,500	-7%	-$37.6M	2.52%	9
2025 Q4	$419M	Buy	9,373,600 +2,153,400	+30%	+$95.9M	1.97%	12
2025 Q3	$323M	Buy	7,220,200 +1,347,400	+23%	+$59M	1.64%	16
2025 Q2	$249M	Sell	5,872,800 -4,142,300	-41%	-$173M	1.43%	19
2025 Q1	$468M	Buy	10,015,100 +7,545,700	+306%	+$340M	3.03%	7
2024 Q4	$106M	Buy	2,469,400 +1,644,000	+199%	+$74.7M	0.66%	47
2024 Q3	$36.2M	Buy	825,400 +808,400	+4,755%	+$36.1M	0.23%	55
2024 Q2	$775K	Hold	17,000	–	–	0.01%	84
2024 Q1	$802K	Sell	17,000 -1,096,750	-98%	-$47.1M	0.01%	75
2023 Q4	$46.7M	Sell	1,113,750 -463,800	-29%	-$19.8M	0.39%	52
2023 Q3	$71.3M	Sell	1,577,550 -86,500	-5%	-$3.78M	0.65%	46
2023 Q2	$67.5M	Sell	1,664,050 -3,343,000	-67%	-$136M	0.62%	51
2023 Q1	$207M	Buy	+5,007,050	New	+$214M	2.14%	14

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Menora Mivtachim Holdings's XLE Position: Q2 2026 in Review

Menora Mivtachim Holdings reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 21% in Q2 2026, selling an estimated $102M and leaving 6,891,100 shares worth $366M. The position accounts for 1.43% of the portfolio, ranked #15.

Menora Mivtachim Holdings first reported a position in XLE in Q1 2023 and has held it in 14 quarters since. The position peaked at $531M in Q1 2026. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Menora Mivtachim Holdings held 6,891,100 shares of State Street Energy Select Sector SPDR ETF worth $366M as of Q2 2026.
Menora Mivtachim Holdings sold 1,782,000 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $102M.
State Street Energy Select Sector SPDR ETF made up 1.43% of Menora Mivtachim Holdings's portfolio in Q2 2026, its #15 holding.
Menora Mivtachim Holdings first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Menora Mivtachim Holdings's State Street Energy Select Sector SPDR ETF position peaked at $531M in Q1 2026.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.