Harel Insurance Investments & Financial Services Ltd. XLE holdings history
SS ENERGY SELECT SECTOR · CUSIP 81369Y506 · CIK 1429390
As of 2026-06-30, Harel Insurance Investments & Financial Services Ltd. reported 125.84K XLE (shares), valued at $6.68M, or 0.03% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares decreased 10.62%; reported value decreased 19.83%, and weight changed -0.03 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 | 0.03% | 125,837 | SEC filing ↗Filed Jul 29, 2026 |
| Q1 2026 | 0.06% | 140,786 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 0.12% | 307,160 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 1.75% | 2,190,495 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 2.10% | 2,162,692 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 2.65% | 2,164,752 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 3.04% | 2,164,882 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 3.28% | 2,165,516 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 3.72% | 2,168,401 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 3.97% | 2,173,146 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 1.94% | 1,318,690 | SEC filing ↗Filed Jan 30, 2024 |
| Q3 2023 | 3.97% | 2,228,385 | SEC filing ↗Filed Oct 30, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.97% | 2,228,385 | $201.36M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 1.94% | 1,318,690 | $110.51M | Shares decreased 40.82%; reported value decreased 45.12%, and weight changed -2.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 3.97% | 2,173,146 | $205.10M | Shares increased 64.80%; reported value increased 85.60%, and weight changed +2.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 3.72% | 2,168,401 | $197.59M | Shares decreased 0.22%; reported value decreased 3.66%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 3.28% | 2,165,516 | $190.08M | Shares decreased 0.13%; reported value decreased 3.80%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 3.04% | 2,164,882 | $185.40M | Shares decreased 0.03%; reported value decreased 2.46%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 2.65% | 2,164,752 | $202.25M | Shares decreased 0.01%; reported value increased 9.09%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 2.10% | 2,162,692 | $183.38M | Shares decreased 0.10%; reported value decreased 9.33%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 1.75% | 2,190,495 | $194.82M | Shares increased 1.29%; reported value increased 6.24%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 0.12% | 307,160 | $13.96M | Shares decreased 85.98%; reported value decreased 92.84%, and weight changed -1.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 0.06% | 140,786 | $8.33M | Shares decreased 54.17%; reported value decreased 40.31%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 0.03% | 125,837 | $6.68M | Shares decreased 10.62%; reported value decreased 19.83%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2026 |
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