Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec Top Holdings and 13F Report (2024)

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About Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec

Investment Activity

Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec has $1.04 million in total holdings as of March 31, 2024.
Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec owns shares of 40 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 37.11% of the portfolio was purchased this quarter.
About 37.68% of the portfolio was sold this quarter.
This quarter, Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec has purchased 38 new stocks and bought additional shares in 5 stocks.
Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec sold shares of 11 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Vanguard Real Estate ETF: $262,675
SPDR S&P 500 ETF Trust: $112,449
Vanguard FTSE Emerging Markets ETF: $88,809
Financial Select Sector SPDR Fund: $70,322
Technology Select Sector SPDR Fund: $60,398

Largest New Holdings this Quarter

Global X U.S. Infrastructure Development ETF: $20,263 Holding
Consumer Discretionary Select Sector SPDR Fund: $15,815 Holding
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund: $14,899 Holding
SPDR S&P Biotech ETF: $14,234 Holding
NVIDIA: $11,747 Holding

Largest Purchases this Quarter

Vanguard Real Estate ETF: 2,783,304 shares (about $240.70K)
Technology Select Sector SPDR Fund: 193,290 shares (about $40.26K)
Global X U.S. Infrastructure Development ETF: 509,000 shares (about $20.26K)
Consumer Discretionary Select Sector SPDR Fund: 86,000 shares (about $15.82K)
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund: 130,000 shares (about $14.90K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 249,148 shares (about $130.32K)
Energy Select Sector SPDR Fund: 370,000 shares (about $34.93K)
VanEck Semiconductor ETF: 97,675 shares (about $21.98K)
Invesco Aerospace & Defense ETF: 200,000 shares (about $20.31K)
Health Care Select Sector SPDR Fund: 108,000 shares (about $15.96K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VNQ Vanguard Real Estate ETF	$262,675	$240,700 ▲	1,095.4%	3,037,404	25.3%	ETF
SPY SPDR S&P 500 ETF Trust	$112,449	$130,322 ▼	-53.7%	214,978	10.8%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$88,809		0.0%	2,126,140	8.6%	ETF
XLF Financial Select Sector SPDR Fund	$70,322		0.0%	1,669,570	6.8%	ETF
XLK Technology Select Sector SPDR Fund	$60,398	$40,256 ▲	199.9%	290,000	5.8%	ETF
XLV Health Care Select Sector SPDR Fund	$32,693	$15,955 ▼	-32.8%	221,300	3.1%	ETF
TSEM Tower Semiconductor	$31,153		0.0%	931,334	3.0%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$29,441		0.0%	360,530	2.8%	ETF
NVMI Nova	$25,342	$3,548 ▲	16.3%	142,865	2.4%	Computer and Technology
IVV iShares Core S&P 500 ETF	$22,927	$2,300 ▲	11.2%	43,610	2.2%	ETF
VNQ Vanguard Real Estate ETF	$21,975		0.0%	254,100	2.1%	ETF
AMZN Amazon.com	$21,159		0.0%	117,300	2.0%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$20,879	$10,221 ▼	-32.9%	43,434	2.0%	ETF
TEVA Teva Pharmaceutical Industries	$20,506		0.0%	1,453,343	2.0%	Medical
PAVE Global X U.S. Infrastructure Development ETF	$20,263	$20,263 ▲	New Holding	509,000	2.0%	ETF
PPA Invesco Aerospace & Defense ETF	$17,439	$20,313 ▼	-53.8%	171,700	1.7%	ETF
XLRE Real Estate Select Sector SPDR Fund	$16,445	$15,813 ▼	-49.0%	416,000	1.6%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$15,815	$15,815 ▲	New Holding	86,000	1.5%	Finance
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$14,899	$14,899 ▲	New Holding	130,000	1.4%	ETF
XLE Energy Select Sector SPDR Fund	$14,577	$34,932 ▼	-70.6%	154,400	1.4%	ETF
XBI SPDR S&P Biotech ETF	$14,234	$14,234 ▲	New Holding	150,000	1.4%	ETF
NVDA NVIDIA	$11,747	$11,747 ▲	New Holding	13,000	1.1%	Computer and Technology
NICE NICE	$11,362		0.0%	43,598	1.1%	Computer and Technology
INMD InMode	$10,195		0.0%	471,778	1.0%	Medical
CRM Salesforce	$10,030	$3,313 ▼	-24.8%	33,300	1.0%	Computer and Technology
NEE NextEra Energy	$9,970	$9,970 ▲	New Holding	156,000	1.0%	Utilities
ORA Ormat Technologies	$9,425		0.0%	142,390	0.9%	Oils/Energy
LRCX Lam Research	$8,550	$1,360 ▼	-13.7%	8,800	0.8%	Computer and Technology
SEDG SolarEdge Technologies	$7,579	$4,385 ▲	137.3%	106,784	0.7%	Oils/Energy
SMH VanEck Semiconductor ETF	$7,161	$21,978 ▼	-75.4%	31,825	0.7%	Manufacturing
FCX Freeport-McMoRan	$7,053	$7,053 ▲	New Holding	150,000	0.7%	Basic Materials
ENLT Enlight Renewable Energy	$3,976		0.0%	235,000	0.4%	Oils/Energy
SPNS Sapiens International	$2,069		0.0%	64,324	0.2%	Computer and Technology
INDA iShares MSCI India ETF	$1,806		0.0%	35,000	0.2%	ETF
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	$1,392		0.0%	47,241	0.1%	Finance
EMXC iShares MSCI Emerging Markets ex China ETF	$432		0.0%	7,500	0.0%	Manufacturing
IGV iShares Expanded Tech-Software Sector ETF	$426	$11,800 ▼	-96.5%	5,000	0.0%	ETF
XLI Industrial Select Sector SPDR Fund	$176		0.0%	1,400	0.0%	ETF
XLU Utilities Select Sector SPDR Fund	$171		0.0%	2,600	0.0%	ETF
CSTE Caesarstone	$16	$1,413 ▼	-98.9%	3,968	0.0%	Construction
IWM iShares Russell 2000 ETF	$0	$53,740 ▼	-100.0%	0	0.0%	Finance
XLP Consumer Staples Select Sector SPDR Fund	$0	$35,431 ▼	-100.0%	0	0.0%	ETF
IHI iShares U.S. Medical Devices ETF	$0	$20,811 ▼	-100.0%	0	0.0%	ETF
META Meta Platforms	$0	$11,327 ▼	-100.0%	0	0.0%	Computer and Technology
ITB iShares U.S. Home Construction ETF	$0	$2,384 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

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Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec Top Holdings and 13F Report (2024)

About Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec Top Holdings and 13F Report (2024)

About Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMivtachim The Workers Social Insurance Fund Ltd. (Under Spec

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information