Menora Mivtachim Holdings’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$145M	Sell	2,699,442 -38,000	-1%	-$1.98M	0.56%	53
2026 Q1	$135M	Sell	2,737,442 -32,000	-1%	-$1.67M	0.64%	47
2025 Q4	$152M	Buy	2,769,442 +365,500	+15%	+$19.5M	0.71%	46
2025 Q3	$130M	Sell	2,403,942 -16,000	-0.7%	-$848K	0.66%	46
2025 Q2	$127M	Sell	2,419,942 -990,000	-29%	-$49M	0.73%	44
2025 Q1	$170M	Sell	3,409,942 -512,250	-13%	-$25.7M	1.1%	31
2024 Q4	$190M	Buy	3,922,192 +3,831,129	+4,207%	+$185M	1.19%	29
2024 Q3	$4.13M	Buy	91,063 +10,000	+12%	+$436K	0.03%	69
2024 Q2	$3.33M	Buy	81,063 +10,500	+15%	+$432K	0.02%	73
2024 Q1	$2.97M	Sell	70,563 -4,137,142	-98%	-$163M	0.02%	68
2023 Q4	$158M	Sell	4,207,705 -3,131,000	-43%	-$108M	1.33%	31
2023 Q3	$243M	Sell	7,338,705 -29,000	-0.4%	-$999K	2.21%	14
2023 Q2	$248M	Sell	7,367,705 -3,019,000	-29%	-$98.5M	2.3%	9
2023 Q1	$334M	Buy	+10,386,705	New	+$361M	3.45%	7

Other funds holding XLF

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

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Menora Mivtachim Holdings reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.4% in Q2 2026, selling an estimated $1.98M and leaving 2,699,442 shares worth $145M. The position accounts for 0.56% of the portfolio, ranked #53.

Menora Mivtachim Holdings first reported a position in XLF in Q1 2023 and has held it in 14 quarters since. The position peaked at $334M in Q1 2023. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Menora Mivtachim Holdings held 2,699,442 shares of State Street Financial Select Sector SPDR ETF worth $145M as of Q2 2026.
Menora Mivtachim Holdings sold 38,000 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.98M.
State Street Financial Select Sector SPDR ETF made up 0.56% of Menora Mivtachim Holdings's portfolio in Q2 2026, its #53 holding.
Menora Mivtachim Holdings first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Menora Mivtachim Holdings's State Street Financial Select Sector SPDR ETF position peaked at $334M in Q1 2023.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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