Mivtachim The Workers Social Insurance Fund’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.2M	Sell	177,800 -68,000	-28%	-$10.1M	3.72%	9
2026 Q1	$36M	Hold	245,800	–	–	4.57%	5
2025 Q4	$38M	Buy	245,800 +69,000	+39%	+$10.3M	5.27%	6
2025 Q3	$24.6M	Sell	176,800 -38,500	-18%	-$5.21M	3.59%	11
2025 Q2	$29M	Buy	215,300 +35,000	+19%	+$4.73M	4.47%	8
2025 Q1	$26.3M	Sell	180,300 -69,000	-28%	-$10M	4.35%	10
2024 Q4	$34.3M	Hold	249,300	–	–	5.64%	6
2024 Q3	$38.4M	Buy	249,300 +140,000	+128%	+$21.2M	5.27%	7
2024 Q2	$15.9M	Sell	109,300 -112,000	-51%	-$16.1M	1.88%	14
2024 Q1	$32.7M	Sell	221,300 -108,000	-33%	-$15.5M	3.15%	6
2023 Q4	$44.9M	Sell	329,300 -230,745	-41%	-$30M	3.51%	7
2023 Q3	$72.1M	Sell	560,045 -24,067	-4%	-$3.2M	6.18%	4
2023 Q2	$77.5M	Sell	584,112 -152,013	-21%	-$20M	6.82%	4
2023 Q1	$95.3M	Sell	736,125 -200,620	-21%	-$26.2M	5.94%	4
2022 Q4	$127M	Hold	936,745	–	–	6.62%	3
2022 Q3	$113M	Sell	936,745 -2,500	-0.3%	-$322K	8.46%	2
2022 Q2	$120M	Buy	939,245 +7,895	+0.8%	+$1.03M	5.4%	3
2022 Q1	$128M	Buy	931,350 +155,750	+20%	+$20.6M	4.59%	4
2021 Q4	$109M	Sell	775,600 -166,700	-18%	-$22.1M	3.44%	7
2021 Q3	$120M	Buy	942,300 +551,300	+141%	+$72.9M	4.02%	6
2021 Q2	$49.2M	Hold	391,000	–	–	1.66%	16
2021 Q1	$45.6M	Hold	391,000	–	–	1.69%	17
2020 Q4	$44.4M	Hold	391,000	–	–	1.76%	14
2020 Q3	$41.2M	Hold	391,000	–	–	1.71%	15
2020 Q2	$39.1M	Sell	391,000 -23,000	-6%	-$2.27M	1.5%	16
2020 Q1	$36.7M	Buy	+414,000	New	+$40.2M	1.51%	10
2019 Q3	–	Sell	-253,000	Closed	-$23.4M	–	22
2019 Q2	$23.4M	Sell	253,000 -325,000	-56%	-$29.2M	1.14%	13
2019 Q1	$53M	Hold	578,000	–	–	3.01%	7
2018 Q4	$50M	Hold	578,000	–	–	3.24%	6
2018 Q3	$55M	Buy	+578,000	New	+$52.2M	3.21%	5
2017 Q4	–	Sell	-74,860	Closed	-$6.12M	–	15
2017 Q3	$6.12M	Hold	74,860	–	–	0.39%	10
2017 Q2	$5.93M	Buy	+74,860	New	+$5.7M	0.39%	11

Other funds holding XLV

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

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

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

HIIFS

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

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

Mivtachim The Workers Social Insurance Fund reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 28% in Q2 2026, selling an estimated $10.1M and leaving 177,800 shares worth $28.2M. The position accounts for 3.72% of the portfolio, ranked #9.

Mivtachim The Workers Social Insurance Fund first reported a position in XLV in Q2 2017 and has held it in 32 quarters since. The position peaked at $128M in Q1 2022. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Mivtachim The Workers Social Insurance Fund held 177,800 shares of State Street Health Care Select Sector SPDR ETF worth $28.2M as of Q2 2026.
Mivtachim The Workers Social Insurance Fund sold 68,000 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $10.1M.
State Street Health Care Select Sector SPDR ETF made up 3.72% of Mivtachim The Workers Social Insurance Fund's portfolio in Q2 2026, its #9 holding.
Mivtachim The Workers Social Insurance Fund first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2017 and has held it in 32 quarters since.
Mivtachim The Workers Social Insurance Fund's State Street Health Care Select Sector SPDR ETF position peaked at $128M in Q1 2022.
1,852 funds tracked by Wall St. Rank held State Street Health Care 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.