Migdal Insurance & Financial Holdings’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Migdal Insurance & Financial 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	$93.5M	Sell	1,893,809 -2,750,865	-59%	-$143M	0.81%	34
2025 Q4	$254M	Buy	4,644,674 +997,625	+27%	+$53.2M	2.19%	16
2025 Q3	$196M	Buy	3,647,049 +519,271	+17%	+$27.5M	2.12%	18
2025 Q2	$164M	Sell	3,127,778 -4,075,069	-57%	-$202M	1.94%	15
2025 Q1	$359M	Buy	7,202,847 +910,814	+14%	+$45.7M	5.04%	3
2024 Q4	$304M	Buy	6,292,033 +4,370,382	+227%	+$211M	4.36%	3
2024 Q3	$87.1M	Sell	1,921,651 -1,754,137	-48%	-$76.5M	1.41%	21
2024 Q2	$151M	Buy	3,675,788 +794,854	+28%	+$32.7M	2.52%	12
2024 Q1	$121M	Buy	2,880,934 +329,738	+13%	+$13M	1.94%	14
2023 Q4	$95.9M	Sell	2,551,196 -443,541	-15%	-$15.4M	1.93%	15
2023 Q3	$99.3M	Sell	2,994,737 -1,537,271	-34%	-$53M	2.13%	12
2023 Q2	$153M	Sell	4,532,008 -1,073,865	-19%	-$35M	3.53%	7
2023 Q1	$180M	Sell	5,605,873 -1,142,511	-17%	-$39.7M	3.99%	7
2022 Q4	$231M	Sell	6,748,384 -98,610	-1%	-$3.34M	5.13%	4
2022 Q3	$208M	Sell	6,846,994 -914,037	-12%	-$30.2M	4.69%	5
2022 Q2	$244M	Buy	7,761,031 +5,462,088	+238%	+$189M	5.44%	2
2022 Q1	$88.2M	Buy	2,298,943 +1,662,206	+261%	+$65M	1.54%	23
2021 Q4	$24.9M	Sell	636,737 -107,725	-14%	-$4.23M	0.24%	89
2021 Q3	$27.9M	Buy	744,462 +12,385	+2%	+$463K	0.29%	79
2021 Q2	$26.9M	Sell	732,077 -1,077,210	-60%	-$39.4M	0.28%	89
2021 Q1	$61.6M	Buy	1,809,287 +141,489	+8%	+$4.54M	0.62%	46
2020 Q4	$49.2M	Buy	1,667,798 +1,198,901	+256%	+$32.1M	0.58%	51
2020 Q3	$11.3M	Buy	468,897 +255,710	+120%	+$6.22M	0.16%	106
2020 Q2	$4.93M	Buy	213,187 +205,857	+2,808%	+$4.67M	0.08%	132
2020 Q1	$153K	Sell	7,330 -9,108,000	-100%	-$251M	﹤0.01%	331
2019 Q4	$281M	Sell	9,115,330 -1,000	-0%	-$29.4K	5.41%	4
2019 Q3	$255M	Buy	9,116,330 +1,045,000	+13%	+$28.8M	5.29%	4
2019 Q2	$223M	Buy	8,071,330 +118,000	+1%	+$3.2M	5.7%	3
2019 Q1	$204M	Sell	7,953,330 -1,336,679	-14%	-$34.5M	4.89%	3
2018 Q4	$221M	Buy	9,290,009 +8,758,469	+1,648%	+$227M	5%	3
2018 Q3	$14.7M	Sell	531,540 -431,545	-45%	-$12.1M	0.3%	76
2018 Q2	$25.6M	Sell	963,085 -75,000	-7%	-$2.07M	0.61%	37
2018 Q1	$28.6M	Sell	1,038,085 -19,591	-2%	-$564K	0.68%	36
2017 Q4	$29.5M	Sell	1,057,676 -416,528	-28%	-$11.2M	0.73%	39
2017 Q3	$38.4M	Sell	1,474,204 -120,940	-8%	-$3.02M	0.91%	30
2017 Q2	$39.4M	Buy	1,595,144 +291,550	+22%	+$6.92M	0.89%	31
2017 Q1	$30.9M	Buy	1,303,594 +163,213	+14%	+$3.91M	0.74%	39
2016 Q4	$26.5M	Buy	1,140,381 +129,612	+13%	+$2.78M	0.67%	35
2016 Q3	$19.5M	Sell	1,010,769 -39,033	-4%	-$805K	0.56%	40
2016 Q2	$21.1M	Buy	1,049,802 +26,087	+3%	+$528K	0.58%	34
2016 Q1	$20.2M	Sell	1,023,715 -375,349	-27%	-$7.15M	0.62%	35
2015 Q4	$29.3M	Buy	+1,399,064	New	+$29.5M	0.83%	31

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

Migdal Insurance & Financial Holdings's XLF Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 59% in Q1 2026, selling an estimated $143M and leaving 1,893,809 shares worth $93.5M. The position accounts for 0.81% of the portfolio, ranked #34.

Migdal Insurance & Financial Holdings first reported a position in XLF in Q4 2015 and has held it in 42 quarters since. The position peaked at $359M in Q1 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Migdal Insurance & Financial Holdings held 1,893,809 shares of State Street Financial Select Sector SPDR ETF worth $93.5M as of Q1 2026.
Migdal Insurance & Financial Holdings sold 2,750,865 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $143M.
State Street Financial Select Sector SPDR ETF made up 0.81% of Migdal Insurance & Financial Holdings's portfolio in Q1 2026, its #34 holding.
Migdal Insurance & Financial Holdings first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 42 quarters since.
Migdal Insurance & Financial Holdings's State Street Financial Select Sector SPDR ETF position peaked at $359M in Q1 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.