Migdal Insurance & Financial Holdings’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $95.7M | Sell |
2,110,205
-1,341,535
| -39% | -$60.8M | 0.61% | 41 |
|
|
2026
Q1 | $158M | Sell |
3,451,740
-5,600,936
| -62% | -$251M | 1.37% | 22 |
|
|
2025
Q4 | $386M | Buy |
9,052,676
+5,503,276
| +155% | +$244M | 3.32% | 7 |
|
|
2025
Q3 | $155M | Sell |
3,549,400
-1,449,062
| -29% | -$61.3M | 1.67% | 19 |
|
|
2025
Q2 | $204M | Buy |
4,998,462
+133,950
| +3% | +$5.34M | 2.42% | 13 |
|
|
2025
Q1 | $192M | Buy |
4,864,512
+1,495,990
| +44% | +$58.4M | 2.69% | 15 |
|
|
2024
Q4 | $127M | Sell |
3,368,522
-3,615,508
| -52% | -$143M | 1.83% | 17 |
|
|
2024
Q3 | $282M | Buy |
6,984,030
+6,983,368
| +1,054,889% | +$259M | 4.56% | 3 |
|
|
2024
Q2 | $23K | Buy |
+662
| New | +$22.7K | ﹤0.01% | 354 |
|
|
2024
Q1 | – | Sell |
-5,340,940
| Closed | -$169M | – | 512 |
|
|
2023
Q4 | $169M | Buy |
5,340,940
+5,338,752
| +244,001% | +$163M | 3.41% | 8 |
|
|
2023
Q3 | $64K | Sell |
2,188
-1,442,260
| -100% | -$46.5M | ﹤0.01% | 311 |
|
|
2023
Q2 | $47.3M | Buy |
1,444,448
+133,150
| +10% | +$4.48M | 1.09% | 25 |
|
|
2023
Q1 | $44.4M | Sell |
1,311,298
-542,412
| -29% | -$18.4M | 0.98% | 29 |
|
|
2022
Q4 | $65.3M | Sell |
1,853,710
-5,081,954
| -73% | -$173M | 1.45% | 21 |
|
|
2022
Q3 | $227M | Buy |
6,935,664
+1,923,624
| +38% | +$70.5M | 5.13% | 3 |
|
|
2022
Q2 | $176M | Buy |
5,012,040
+5,000,300
| +42,592% | +$181M | 3.92% | 5 |
|
|
2022
Q1 | $437K | Sell |
11,740
-12,540
| -52% | -$435K | 0.01% | 231 |
|
|
2021
Q4 | $869K | Buy |
+24,280
| New | +$819K | 0.01% | 216 |
|
|
2021
Q3 | – | Sell |
-10,562
| Closed | -$280K | – | 712 |
|
|
2021
Q2 | $280K | Sell |
10,562
-1,450
| -12% | -$47.5K | ﹤0.01% | 298 |
|
|
2021
Q1 | $367K | Buy |
12,012
+2,890
| +32% | +$89.7K | ﹤0.01% | 340 |
|
|
2020
Q4 | $213K | Sell |
9,122
-804,524
| -99% | -$25.5M | ﹤0.01% | 310 |
|
|
2020
Q3 | $22.5M | Sell |
813,646
-2,484,354
| -75% | -$73.7M | 0.31% | 71 |
|
|
2020
Q2 | $93.1M | Buy |
3,298,000
+3,294,962
| +108,458% | +$95M | 1.51% | 16 |
|
|
2020
Q1 | $54K | Sell |
3,038
-239,716
| -99% | -$7.67M | ﹤0.01% | 473 |
|
|
2019
Q4 | $7.84M | Sell |
242,754
-956
| -0.4% | -$30.4K | 0.15% | 87 |
|
|
2019
Q3 | $7.89M | Buy |
243,710
+80,000
| +49% | +$2.47M | 0.16% | 90 |
|
|
2019
Q2 | $4.88M | Sell |
163,710
-4,540,212
| -97% | -$133M | 0.12% | 96 |
|
|
2019
Q1 | $137M | Buy |
4,703,922
+4,699,498
| +106,227% | +$131M | 3.27% | 7 |
|
|
2018
Q4 | $117K | Sell |
4,424
-968,038
| -100% | -$26.3M | ﹤0.01% | 464 |
|
|
2018
Q3 | $25.6M | Sell |
972,462
-131,918
| -12% | -$3.51M | 0.53% | 43 |
|
|
2018
Q2 | $28.7M | Buy |
1,104,380
+1,035,610
| +1,506% | +$26M | 0.68% | 34 |
|
|
2018
Q1 | $1.74M | Buy |
68,770
+67,770
| +6,777% | +$1.69M | 0.04% | 185 |
|
|
2017
Q4 | $26K | Sell |
1,000
-204,880
| -100% | -$5.62M | ﹤0.01% | 466 |
|
|
2017
Q3 | $5.81M | Sell |
205,880
-2,502
| -1% | -$67.2K | 0.14% | 106 |
|
|
2017
Q2 | $5.41M | Buy |
208,382
+3,600
| +2% | +$94.5K | 0.12% | 104 |
|
|
2017
Q1 | $5.25M | Sell |
204,782
-59,838
| -23% | -$1.49M | 0.13% | 101 |
|
|
2016
Q4 | $6.42M | Buy |
264,620
+170,620
| +182% | +$4.07M | 0.16% | 86 |
|
|
2016
Q3 | $2.3M | Buy |
94,000
+14,200
| +18% | +$361K | 0.07% | 90 |
|
|
2016
Q2 | $2.09M | Sell |
79,800
-138,200
| -63% | -$3.41M | 0.06% | 105 |
|
|
2016
Q1 | $5.41M | Buy |
+218,000
| New | +$5.03M | 0.17% | 71 |
|
Other funds holding XLU
Migdal Insurance & Financial Holdings's XLU Position: Q2 2026 in Review
Migdal Insurance & Financial Holdings reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 39% in Q2 2026, selling an estimated $60.8M and leaving 2,110,205 shares worth $95.7M. The position accounts for 0.61% of the portfolio, ranked #41.
Migdal Insurance & Financial Holdings first reported a position in XLU in Q1 2016 and has held it in 40 quarters since. The position peaked at $386M in Q4 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Migdal Insurance & Financial Holdings held 2,110,205 shares of State Street Utilities Select Sector SPDR ETF worth $95.7M as of Q2 2026.
- Migdal Insurance & Financial Holdings sold 1,341,535 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $60.8M.
- State Street Utilities Select Sector SPDR ETF made up 0.61% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #41 holding.
- Migdal Insurance & Financial Holdings first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 40 quarters since.
- Migdal Insurance & Financial Holdings's State Street Utilities Select Sector SPDR ETF position peaked at $386M in Q4 2025.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.