Migdal Insurance & Financial Holdings’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio XLG Stock Details XLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$297K	Hold	5,443	–	–	﹤0.01%	198
2026 Q1	$297K	Sell	5,443 -105,705	-95%	-$6.07M	﹤0.01%	199
2025 Q4	$6.59M	Buy	111,148 +105,705	+1,942%	+$6.21M	0.06%	92
2025 Q3	$313K	Buy	5,443 +940	+21%	+$51.4K	﹤0.01%	197
2025 Q2	$235K	Sell	4,503 -1,954	-30%	-$92.9K	﹤0.01%	204
2025 Q1	$297K	Sell	6,457 -1,994	-24%	-$98.4K	﹤0.01%	199
2024 Q4	$422K	Buy	8,451 +1,226	+17%	+$60.4K	0.01%	176
2024 Q3	$343K	Buy	7,225 +1,307	+22%	+$60.1K	0.01%	191
2024 Q2	$273K	Buy	5,918 +4,063	+219%	+$174K	﹤0.01%	205
2024 Q1	$78K	Sell	1,855 -169,507	-99%	-$6.82M	﹤0.01%	256
2023 Q4	$6.46M	Sell	171,362 -7,113	-4%	-$254K	0.13%	82
2023 Q3	$6.06M	Sell	178,475 -29,905	-14%	-$1.05M	0.13%	85
2023 Q2	$7.2M	Buy	+208,380	New	+$6.79M	0.17%	78
2016 Q2	–	Sell	-290,000	Closed	-$4.21M	–	147
2016 Q1	$4.21M	Buy	290,000 +129,100	+80%	+$1.79M	0.13%	76
2015 Q4	$2.33M	Buy	+160,900	New	+$2.32M	0.07%	93

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Migdal Insurance & Financial Holdings's XLG Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 5,443 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Migdal Insurance & Financial Holdings first reported a position in XLG in Q4 2015 and has held it in 15 quarters since. The position peaked at $7.2M in Q2 2023. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Migdal Insurance & Financial Holdings held 5,443 shares of Invesco S&P 500 Top 50 ETF worth $297K as of Q2 2026.
Migdal Insurance & Financial Holdings left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #198 holding.
Migdal Insurance & Financial Holdings first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2015 and has held it in 15 quarters since.
Migdal Insurance & Financial Holdings's Invesco S&P 500 Top 50 ETF position peaked at $7.2M in Q2 2023.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.