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MENORA MIVTACHIM HOLDINGS LTD.: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MENORA MIVTACHIM HOLDINGS LTD. on XLY, newest first. How the timeline and the estimate are built.

MENORA MIVTACHIM HOLDINGS LTD. held 1,830,206 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,830,206 shares
    Change vs previous 13F +714,100 shares

    0.84% of the 13F portfolio, value $214,646,560.

    13F-HR 0001178913-26-004102 filed by MENORA MIVTACHIM HOLDINGS LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,116,106 shares
    Change vs previous 13F -660,800 shares

    0.58% of the 13F portfolio, value $121,633,232.

    13F-HR 0001178913-26-002684 filed by MENORA MIVTACHIM HOLDINGS LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,776,906 shares
    Change vs previous 13F +827,903 shares

    1% of the 13F portfolio, value $212,180,345.

    13F-HR 0001178913-26-000445 filed by MENORA MIVTACHIM HOLDINGS LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 949,003 shares
    Change vs previous 13F -134,430 shares

    1.15% of the 13F portfolio, value $227,419,079.

    13F-HR 0001178913-25-003823 filed by MENORA MIVTACHIM HOLDINGS LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,083,433 shares
    Change vs previous 13F +530,500 shares

    1.35% of the 13F portfolio, value $235,462,494.

    13F-HR 0001178913-25-002913 filed by MENORA MIVTACHIM HOLDINGS LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 552,933 shares
    Change vs previous 13F +552,933 shares

    0.71% of the 13F portfolio, value $109,182,150.

    13F-HR 0001178913-25-001752 filed by MENORA MIVTACHIM HOLDINGS LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,400 shares

    13F-HR 0001178913-25-000475 filed by MENORA MIVTACHIM HOLDINGS LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 2,400 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $480,888.

    13F-HR 0001178913-24-003703 filed by MENORA MIVTACHIM HOLDINGS LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).