Yahav Achim Ve Achayot - Provident Funds Management Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Yahav Achim Ve Achayot - Provident Funds Management Company’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-55,688	Closed	-$2.77M	–	22
2025 Q1	$2.77M	Hold	55,688	–	–	11.25%	1
2024 Q4	$2.69M	Hold	55,688	–	–	8.9%	3
2024 Q3	$2.52M	Sell	55,688 -55,000	-50%	-$2.4M	6.79%	5
2024 Q2	$4.55M	Hold	110,688	–	–	8.39%	3
2024 Q1	$4.66M	Hold	110,688	–	–	7.39%	4
2023 Q4	$4.16M	Sell	110,688 -110,000	-50%	-$3.81M	3.49%	10
2023 Q3	$7.44M	Sell	220,688 -39,312	-15%	-$1.35M	6.45%	4
2023 Q2	$8.72M	Hold	260,000	–	–	6.69%	3
2023 Q1	$8.27M	Hold	260,000	–	–	8.13%	1
2022 Q4	$8.94M	Hold	260,000	–	–	8.46%	2
2022 Q3	$7.96M	Hold	260,000	–	–	7.72%	2
2022 Q2	$8.11M	Sell	260,000 -41,197	-14%	-$1.42M	7.27%	2
2022 Q1	$11.5M	Hold	301,197	–	–	8.82%	1
2021 Q4	$11.8M	Buy	301,197 +53,930	+22%	+$2.12M	8.5%	1
2021 Q3	$9.28M	Buy	+247,267	New	+$9.25M	7.29%	1

Other funds holding XLF

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

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

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

Yahav Achim Ve Achayot - Provident Funds Management Company's XLF Position: Q2 2025 in Review

Yahav Achim Ve Achayot - Provident Funds Management Company sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 55,688 shares — an estimated $2.77M sold.

Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in XLF in Q3 2021 and held it in 15 quarters. The position peaked at $11.8M in Q4 2021. 1,804 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Yahav Achim Ve Achayot - Provident Funds Management Company reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Yahav Achim Ve Achayot - Provident Funds Management Company sold 55,688 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $2.77M.
Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and held it in 15 quarters.
Yahav Achim Ve Achayot - Provident Funds Management Company's State Street Financial Select Sector SPDR ETF position peaked at $11.8M in Q4 2021.
1,804 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Yahav Achim Ve Achayot - Provident Funds Management Company's 13F filing for Q2 2025, filed 12 Aug 2025.