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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Menora Mivtachim Holdings's XLF Position: Q1 2026 in Review

Menora Mivtachim Holdings reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.2% in Q1 2026, selling an estimated $1.67M and leaving 2,737,442 shares worth $135M. The position accounts for 0.64% of the portfolio, ranked #47.

Menora Mivtachim Holdings first reported a position in XLF in Q1 2023 and has held it in 13 quarters since. The position peaked at $334M in Q1 2023. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Menora Mivtachim Holdings held 2,737,442 shares of State Street Financial Select Sector SPDR ETF worth $135M as of Q1 2026.
Menora Mivtachim Holdings sold 32,000 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.67M.
State Street Financial Select Sector SPDR ETF made up 0.64% of Menora Mivtachim Holdings's portfolio in Q1 2026, its #47 holding.
Menora Mivtachim Holdings first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Menora Mivtachim Holdings's State Street Financial Select Sector SPDR ETF position peaked at $334M in Q1 2023.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2026, filed 14 May 2026.