Menora Mivtachim Holdings’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Menora Mivtachim Holdings’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	$245M	Hold	5,395,188	–	–	0.95%	27
2026 Q1	$248M	Hold	5,395,188	–	–	1.17%	25
2025 Q4	$230M	Sell	5,395,188 -1,009,200	-16%	-$44.7M	1.08%	25
2025 Q3	$279M	Buy	6,404,388 +28,000	+0.4%	+$1.18M	1.42%	19
2025 Q2	$260M	Buy	6,376,388 +850,000	+15%	+$33.9M	1.5%	18
2025 Q1	$218M	Sell	5,526,388 -2,309,200	-29%	-$90.2M	1.41%	24
2024 Q4	$297M	Sell	7,835,588 -272,856	-3%	-$10.8M	1.86%	12
2024 Q3	$328M	Buy	8,108,444 +6,813,444	+526%	+$253M	2.06%	13
2024 Q2	$44.1M	Buy	1,295,000 +1,283,000	+10,692%	+$44.1M	0.3%	58
2024 Q1	$394K	Sell	12,000 -41,000	-77%	-$1.28M	﹤0.01%	81
2023 Q4	$1.68M	Sell	53,000 -29,400	-36%	-$899K	0.01%	72
2023 Q3	$2.43M	Sell	82,400 -40,000	-33%	-$1.29M	0.02%	69
2023 Q2	$4M	Buy	122,400 +10,000	+9%	+$337K	0.04%	66
2023 Q1	$3.8M	Buy	+112,400	New	+$3.81M	0.04%	65

Other funds holding XLU

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

Menora Mivtachim Holdings held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 5,395,188 shares worth $245M. The position accounts for 0.95% of the portfolio, ranked #27.

Menora Mivtachim Holdings first reported a position in XLU in Q1 2023 and has held it in 14 quarters since. The position peaked at $328M in Q3 2024. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Menora Mivtachim Holdings held 5,395,188 shares of State Street Utilities Select Sector SPDR ETF worth $245M as of Q2 2026.
Menora Mivtachim Holdings left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.95% of Menora Mivtachim Holdings's portfolio in Q2 2026, its #27 holding.
Menora Mivtachim Holdings first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Menora Mivtachim Holdings's State Street Utilities Select Sector SPDR ETF position peaked at $328M in Q3 2024.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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