Mivtachim The Workers Social Insurance Fund’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-96,400	Closed	-$7.58M	–	42
2024 Q4	$7.58M	Hold	96,400	–	–	1.25%	27
2024 Q3	$8M	Buy	+96,400	New	+$7.74M	1.1%	26
2024 Q1	–	Sell	-491,900	Closed	-$35.4M	–	44
2023 Q4	$35.4M	Sell	491,900 -292,088	-37%	-$20.2M	2.77%	9
2023 Q3	$53.9M	Hold	783,988	–	–	4.62%	6
2023 Q2	$58.1M	Sell	783,988 -36,552	-4%	-$2.74M	5.12%	7
2023 Q1	$61.3M	Buy	820,540 +40,640	+5%	+$2.97M	3.82%	9
2022 Q4	$58.1M	Buy	779,900 +260,000	+50%	+$18.9M	3.03%	10
2022 Q3	$34.7M	Hold	519,900	–	–	2.59%	13
2022 Q2	$37.5M	Hold	519,900	–	–	1.68%	13
2022 Q1	$39.5M	Buy	519,900 +295,000	+131%	+$22.2M	1.42%	18
2021 Q4	$17.3M	Hold	224,900	–	–	0.55%	34
2021 Q3	$15.5M	Hold	224,900	–	–	0.52%	29
2021 Q2	$15.7M	Hold	224,900	–	–	0.53%	31
2021 Q1	$15.4M	Buy	+224,900	New	+$14.8M	0.57%	25
2020 Q4	–	Sell	-821,500	Closed	-$52.7M	–	42
2020 Q3	$52.7M	Buy	821,500 +307,300	+60%	+$19.4M	2.19%	10
2020 Q2	$30.2M	Buy	514,200 +335,000	+187%	+$19.6M	1.16%	18
2020 Q1	$9.76M	Sell	179,200 -544,000	-75%	-$33M	0.4%	23
2019 Q4	$45.5M	Sell	723,200 -814,800	-53%	-$50.2M	1.83%	8
2019 Q3	$94.5M	Hold	1,538,000	–	–	3.81%	6
2019 Q2	$89.3M	Buy	1,538,000 +349,000	+29%	+$20M	4.36%	6
2019 Q1	$66.7M	Hold	1,189,000	–	–	3.78%	5
2018 Q4	$60.4M	Buy	+1,189,000	New	+$64.5M	3.91%	5

Other funds holding XLP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Mivtachim The Workers Social Insurance Fund's XLP Position: Q1 2025 in Review

Mivtachim The Workers Social Insurance Fund sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 96,400 shares — an estimated $7.58M sold.

Mivtachim The Workers Social Insurance Fund first reported a position in XLP in Q4 2018 and held it in 22 quarters. The position peaked at $94.5M in Q3 2019. 1,191 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

Mivtachim The Workers Social Insurance Fund reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Mivtachim The Workers Social Insurance Fund sold 96,400 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $7.58M.
Mivtachim The Workers Social Insurance Fund first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and held it in 22 quarters.
Mivtachim The Workers Social Insurance Fund's State Street Consumer Staples Select Sector SPDR ETF position peaked at $94.5M in Q3 2019.
1,191 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q1 2025, filed 5 May 2025.