Menora Mivtachim Holdings’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$122M	Sell	1,116,106 -660,800	-37%	-$77.2M	0.58%	51
2025 Q4	$212M	Sell	1,776,906 -121,100	-6%	-$14.4M	1%	29
2025 Q3	$227M	Sell	1,898,006 -268,860	-12%	-$30.8M	1.15%	28
2025 Q2	$235M	Buy	2,166,866 +1,061,000	+96%	+$108M	1.35%	22
2025 Q1	$109M	Buy	+1,105,866	New	+$120M	0.71%	48
2024 Q4	–	Sell	-4,800	Closed	-$481K	–	106
2024 Q3	$481K	Buy	+4,800	New	+$449K	﹤0.01%	85
2023 Q2	–	Sell	-15,000	Closed	-$1.12M	–	104
2023 Q1	$1.12M	Buy	+15,000	New	+$1.08M	0.01%	76

Other funds holding XLY

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial

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