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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.53M	Hold	64,210	–	–	0.99%	27
2026 Q1	$7M	Hold	64,210	–	–	0.89%	33
2025 Q4	$7.67M	Hold	64,210	–	–	1.06%	23
2025 Q3	$7.69M	Hold	64,210	–	–	1.12%	23
2025 Q2	$6.98M	Sell	64,210 -11,790	-16%	-$1.21M	1.07%	22
2025 Q1	$7.5M	Hold	76,000	–	–	1.24%	23
2024 Q4	$8.53M	Sell	76,000 -44,000	-37%	-$4.71M	1.4%	22
2024 Q3	$12M	Hold	120,000	–	–	1.65%	19
2024 Q2	$10.9M	Sell	120,000 -52,000	-30%	-$4.62M	1.29%	23
2024 Q1	$15.8M	Buy	+172,000	New	+$15.3M	1.52%	17
2023 Q3	–	Sell	-272,000	Closed	-$23.1M	–	46
2023 Q2	$23.1M	Buy	+272,000	New	+$20.8M	2.03%	12
2023 Q1	–	Sell	-642,752	Closed	-$41.5M	–	48
2022 Q4	$41.5M	Hold	642,752	–	–	2.16%	14
2022 Q3	$45.8M	Buy	642,752 +3,412	+0.5%	+$267K	3.41%	11
2022 Q2	$43.9M	Hold	639,340	–	–	1.97%	10
2022 Q1	$59.1M	Sell	639,340 -463,400	-42%	-$42.4M	2.13%	10
2021 Q4	$113M	Buy	1,102,740 +32,540	+3%	+$3.24M	3.54%	6
2021 Q3	$96M	Hold	1,070,200	–	–	3.22%	8
2021 Q2	$95.5M	Hold	1,070,200	–	–	3.23%	8
2021 Q1	$89.9M	Buy	1,070,200 +499,600	+88%	+$41.6M	3.33%	7
2020 Q4	$45.9M	Hold	570,600	–	–	1.82%	13
2020 Q3	$41.9M	Buy	570,600 +282,000	+98%	+$20M	1.74%	14
2020 Q2	$18.4M	Sell	288,600 -370,000	-56%	-$21.8M	0.71%	24
2020 Q1	$32.3M	Buy	+658,600	New	+$38.9M	1.33%	11
2017 Q1	–	Sell	-1,998,240	Closed	-$81.3M	–	19
2016 Q4	$81.3M	Hold	1,998,240	–	–	6.53%	5
2016 Q3	$80M	Buy	+1,998,240	New	+$80.5M	6.69%	4

Other funds holding XLY

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Mivtachim The Workers Social Insurance Fund held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 64,210 shares worth $7.53M. The position accounts for 0.99% of the portfolio, ranked #27.

Mivtachim The Workers Social Insurance Fund first reported a position in XLY in Q3 2016 and has held it in 25 quarters since. The position peaked at $113M in Q4 2021. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Mivtachim The Workers Social Insurance Fund held 64,210 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $7.53M as of Q2 2026.
Mivtachim The Workers Social Insurance Fund left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.99% of Mivtachim The Workers Social Insurance Fund's portfolio in Q2 2026, its #27 holding.
Mivtachim The Workers Social Insurance Fund first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2016 and has held it in 25 quarters since.
Mivtachim The Workers Social Insurance Fund's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $113M in Q4 2021.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary 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.