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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.5M	Hold	562,000	–	–	3.36%	11
2026 Q1	$25.8M	Buy	562,000 +320,000	+132%	+$14.4M	3.27%	9
2025 Q4	$10.3M	Hold	242,000	–	–	1.43%	19
2025 Q3	$10.6M	Buy	242,000 +118,000	+95%	+$4.99M	1.54%	20
2025 Q2	$5.06M	Buy	+124,000	New	+$4.94M	0.78%	26
2024 Q4	–	Sell	-5,200	Closed	-$210K	–	41
2024 Q3	$210K	Hold	5,200	–	–	0.03%	36
2024 Q2	$177K	Hold	5,200	–	–	0.02%	36
2024 Q1	$171K	Hold	5,200	–	–	0.02%	38
2023 Q4	$165K	Buy	+5,200	New	+$159K	0.01%	36
2023 Q3	–	Sell	-630,000	Closed	-$20.6M	–	45
2023 Q2	$20.6M	Hold	630,000	–	–	1.81%	16
2023 Q1	$21.3M	Buy	+630,000	New	+$21.4M	1.33%	18
2022 Q3	–	Sell	-424,000	Closed	-$14.9M	–	44
2022 Q2	$14.9M	Hold	424,000	–	–	0.67%	29
2022 Q1	$15.8M	Buy	+424,000	New	+$14.7M	0.57%	30
2020 Q2	–	Sell	-640,000	Closed	-$17.7M	–	34
2020 Q1	$17.7M	Buy	+640,000	New	+$20.5M	0.73%	20
2017 Q2	–	Sell	-26,932	Closed	-$691K	–	19
2017 Q1	$691K	Sell	26,932 -4,068	-13%	-$102K	0.05%	13
2016 Q4	$753K	Hold	31,000	–	–	0.06%	13
2016 Q3	$759K	Hold	31,000	–	–	0.06%	17
2016 Q2	$813K	Buy	+31,000	New	+$764K	0.07%	17

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

Mivtachim The Workers Social Insurance Fund held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 562,000 shares worth $25.5M. The position accounts for 3.36% of the portfolio, ranked #11.

Mivtachim The Workers Social Insurance Fund first reported a position in XLU in Q2 2016 and has held it in 18 quarters since. The position peaked at $25.8M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Mivtachim The Workers Social Insurance Fund held 562,000 shares of State Street Utilities Select Sector SPDR ETF worth $25.5M as of Q2 2026.
Mivtachim The Workers Social Insurance Fund left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 3.36% of Mivtachim The Workers Social Insurance Fund's portfolio in Q2 2026, its #11 holding.
Mivtachim The Workers Social Insurance Fund first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2016 and has held it in 18 quarters since.
Mivtachim The Workers Social Insurance Fund's State Street Utilities Select Sector SPDR ETF position peaked at $25.8M in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities 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.