MEITAV INVESTMENT HOUSE LTD SPY holdings history
SS SPDR S&P 500 ETF TRUST-US · CUSIP 78462F103 · CIK 1398346
As of 2026-06-30, MEITAV INVESTMENT HOUSE LTD reported 1.47M SPY (shares), valued at $1.10B, or 7.37% of its reported non-derivative portfolio. Filed 2026-07-20.
Verify history & sources →Shares decreased 6.61%; reported value increased 7.24%, and weight changed -3.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 7.37% | 1,468,305 | SEC filing ↗Filed Jul 20, 2026 |
| Q1 2026 | 11.21% | 1,572,253 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 10.78% | 1,369,203 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 11.64% | 1,324,482 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 11.00% | 1,320,819 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 6.26% | 607,757 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 6.40% | 647,368 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 6.65% | 692,789 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 6.75% | 696,332 | SEC filing ↗Filed Jul 29, 2024 |
| Q1 2024 | 6.81% | 664,652 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 4.06% | 578,694 | SEC filing ↗Filed Jan 29, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 4.06% | 578,694 | $276.06M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 6.81% | 664,652 | $347.66M | Shares increased 14.85%; reported value increased 25.94%, and weight changed +2.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 6.75% | 696,332 | $378.95M | Shares increased 4.77%; reported value increased 9.00%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2024 |
| Q3 2024 | 6.65% | 692,789 | $396.93M | Shares decreased 0.51%; reported value increased 4.75%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 6.40% | 647,368 | $379.20M | Shares decreased 6.56%; reported value decreased 4.47%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 6.26% | 607,757 | $339.84M | Shares decreased 6.12%; reported value decreased 10.38%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 11.00% | 1,320,819 | $816.22M | Shares increased 117.33%; reported value increased 140.18%, and weight changed +4.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 11.64% | 1,324,482 | $880.75M | Shares increased 0.28%; reported value increased 7.91%, and weight changed +0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 10.78% | 1,369,203 | $933.57M | Shares increased 3.38%; reported value increased 6.00%, and weight changed -0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 11.21% | 1,572,253 | $1.02B | Shares increased 14.83%; reported value increased 9.52%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 7.37% | 1,468,305 | $1.10B | Shares decreased 6.61%; reported value increased 7.24%, and weight changed -3.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 20, 2026 |
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