Mivtachim The Workers Social Insurance Fund’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Mivtachim The Workers Social Insurance Fund’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-225,000	Closed	-$13.8M	–	52
2026 Q1	$13.8M	Buy	+225,000	New	+$12.1M	1.75%	20
2025 Q2	–	Sell	-214,000	Closed	-$10M	–	40
2025 Q1	$10M	Buy	+214,000	New	+$9.65M	1.65%	19
2024 Q3	–	Sell	-300,000	Closed	-$13.7M	–	45
2024 Q2	$13.7M	Sell	300,000 -8,800	-3%	-$410K	1.61%	18
2024 Q1	$14.6M	Sell	308,800 -740,000	-71%	-$31.8M	1.4%	19
2023 Q4	$44M	Sell	1,048,800 -222,510	-18%	-$9.51M	3.44%	8
2023 Q3	$57.5M	Buy	+1,271,310	New	+$55.6M	4.93%	5
2023 Q1	–	Sell	-1,245,800	Closed	-$54.5M	–	47
2022 Q4	$54.5M	Buy	+1,245,800	New	+$54.2M	2.84%	12
2022 Q1	–	Sell	-154,886	Closed	-$4.3M	–	48
2021 Q4	$4.3M	Sell	154,886 -22,340	-13%	-$631K	0.14%	40
2021 Q3	$4.62M	Sell	177,226 -1,569,520	-90%	-$38.9M	0.15%	38
2021 Q2	$47M	Sell	1,746,746 -663,740	-28%	-$17.3M	1.59%	17
2021 Q1	$59.1M	Sell	2,410,486 -143,000	-6%	-$3.3M	2.19%	13
2020 Q4	$48.4M	Buy	+2,553,486	New	+$44M	1.92%	12
2020 Q1	–	Sell	-668,000	Closed	-$20.1M	–	28
2019 Q4	$20.1M	Buy	+668,000	New	+$19.8M	0.81%	18

Other funds holding XLE

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund's XLE Position: Q2 2026 in Review

Mivtachim The Workers Social Insurance Fund sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 225,000 shares — an estimated $13.8M sold.

Mivtachim The Workers Social Insurance Fund first reported a position in XLE in Q4 2019 and held it in 13 quarters. The position peaked at $59.1M in Q1 2021. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Mivtachim The Workers Social Insurance Fund reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Mivtachim The Workers Social Insurance Fund sold 225,000 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $13.8M.
Mivtachim The Workers Social Insurance Fund first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 13 quarters.
Mivtachim The Workers Social Insurance Fund's State Street Energy Select Sector SPDR ETF position peaked at $59.1M in Q1 2021.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q2 2026, filed 6 Aug 2026.