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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,400	Closed	-$171K	–	46
2024 Q2	$171K	Hold	1,400	–	–	0.02%	38
2024 Q1	$176K	Hold	1,400	–	–	0.02%	37
2023 Q4	$160K	Buy	+1,400	New	+$147K	0.01%	37
2023 Q2	–	Sell	-2,900	Closed	-$293K	–	46
2023 Q1	$293K	Buy	+2,900	New	+$292K	0.02%	38
2022 Q4	–	Sell	-194,800	Closed	-$16.1M	–	42
2022 Q3	$16.1M	Hold	194,800	–	–	1.2%	22
2022 Q2	$17M	Hold	194,800	–	–	0.76%	25
2022 Q1	$20.1M	Hold	194,800	–	–	0.72%	27
2021 Q4	$20.6M	Sell	194,800 -23,665	-11%	-$2.46M	0.65%	31
2021 Q3	$21.4M	Hold	218,465	–	–	0.72%	25
2021 Q2	$22.4M	Buy	218,465 +194,800	+823%	+$20M	0.76%	24
2021 Q1	$2.33M	Hold	23,665	–	–	0.09%	35
2020 Q4	$2.1M	Buy	+23,665	New	+$1.99M	0.08%	35
2020 Q3	–	Sell	-300,700	Closed	-$20.7M	–	36
2020 Q2	$20.7M	Buy	+300,700	New	+$19.5M	0.79%	22
2020 Q1	–	Sell	-282,700	Closed	-$23M	–	29
2019 Q4	$23M	Buy	+282,700	New	+$22.6M	0.93%	15
2018 Q2	–	Sell	-802,640	Closed	-$59.6M	–	13
2018 Q1	$59.6M	Buy	+802,640	New	+$61.8M	4.21%	4

Other funds holding XLI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund's XLI Position: Q3 2024 in Review

Mivtachim The Workers Social Insurance Fund sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2024, closing a stake of 1,400 shares — an estimated $171K sold.

Mivtachim The Workers Social Insurance Fund first reported a position in XLI in Q1 2018 and held it in 15 quarters. The position peaked at $59.6M in Q1 2018. 1,263 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

Mivtachim The Workers Social Insurance Fund reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Mivtachim The Workers Social Insurance Fund sold 1,400 State Street Industrial Select Sector SPDR ETF shares in Q3 2024, an estimated $171K.
Mivtachim The Workers Social Insurance Fund first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and held it in 15 quarters.
Mivtachim The Workers Social Insurance Fund's State Street Industrial Select Sector SPDR ETF position peaked at $59.6M in Q1 2018.
1,263 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q3 2024, filed 4 Nov 2024.