MIFH
SPLV icon

Migdal Insurance & Financial Holdings’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-580
Closed -$36K – 526
2023
Q1 		$36K Hold
580
– – ﹤0.01% 375
2022
Q4 		$37K Hold
580
– – ﹤0.01% 341
2022
Q3 		$34K Hold
580
– – ﹤0.01% 344
2022
Q2 		$36K Hold
580
– – ﹤0.01% 402
2022
Q1 		$39K Hold
580
– – ﹤0.01% 463
2021
Q4 		$40K Hold
580
– – ﹤0.01% 488
2021
Q3 		$35K Buy
+580
New +$36.6K ﹤0.01% 503
2021
Q1 		– Sell
-4,820
Closed -$270K – 724
2020
Q4 		$270K Sell
4,820
-6,623
-58% -$364K ﹤0.01% 280
2020
Q3 		$614K Buy
11,443
+9,413
+464% +$500K 0.01% 346
2020
Q2 		$101K Sell
2,030
-19,393
-91% -$953K ﹤0.01% 423
2020
Q1 		$1M Sell
21,423
-6,182
-22% -$346K 0.02% 178
2019
Q4 		$1.61M Sell
27,605
-8,890
-24% -$510K 0.03% 159
2019
Q3 		$2.11M Sell
36,495
-1,570
-4% -$88.5K 0.04% 145
2019
Q2 		$2.09M Buy
+38,065
New +$2.05M 0.05% 135
2019
Q1 		– Sell
-2,200
Closed -$103K – 750
2018
Q4 		$103K Buy
+2,200
New +$107K ﹤0.01% 486
2018
Q2 		– Sell
-646
Closed -$30K – 765
2018
Q1 		$30K Sell
646
-3,217
-83% -$152K ﹤0.01% 476
2017
Q4 		$184K Sell
3,863
-4,050
-51% -$191K ﹤0.01% 322
2017
Q3 		$362K Sell
7,913
-1,859
-19% -$84.3K 0.01% 265
2017
Q2 		$437K Sell
9,772
-6,329
-39% -$280K 0.01% 225
2017
Q1 		$700K Sell
16,101
-58,555
-78% -$2.5M 0.02% 179
2016
Q4 		$3.1M Buy
+74,656
New +$3.04M 0.08% 104

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SPLV Position: Q2 2023 in Review

Migdal Insurance & Financial Holdings sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2023, closing a stake of 580 shares — an estimated $36K sold.

Migdal Insurance & Financial Holdings first reported a position in SPLV in Q4 2016 and held it in 21 quarters. The position peaked at $3.1M in Q4 2016. 709 funds tracked by Wall St. Rank hold SPLV as of Q2 2023.

  • Migdal Insurance & Financial Holdings reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 580 Invesco S&P 500 Low Volatility ETF shares in Q2 2023, an estimated $36K.
  • Migdal Insurance & Financial Holdings first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2016 and held it in 21 quarters.
  • Migdal Insurance & Financial Holdings's Invesco S&P 500 Low Volatility ETF position peaked at $3.1M in Q4 2016.
  • 709 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2023, filed 24 Jul 2023.