Harel Insurance Investments & Financial Services Ltd. recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
HAREL HOUSE, 3 ABBA HILLEL ST. RAMAT GAN, L3 52118
As of the latest 13F report, the guru’s equity portfolio contained 706 stocks valued at a total of $4.75Bil. The top holdings were XLF(6.89%), XLV(4.98%), and SEDG(4.50%).
According to GuruFocus data, these were Harel Insurance Investments & Financial Services Ltd.’s top five trades of the quarter.
Financial Select Sector SPDR
During the quarter, Harel Insurance Investments & Financial Services Ltd. bought 6,177,251 shares of ARCA:XLF for a total holding of 10,416,385. The trade had a 4.09% impact on the equity portfolio. During the quarter, the stock traded for an average price of $34.46.
On 07/19/2022, Financial Select Sector SPDR traded for a price of $32.52 per share and a market cap of $29.20Bil. The stock has returned -5.89% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Financial Select Sector SPDR has a price-earnings ratio of 9.93 and a price-book ratio of 1.41.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
The guru sold out of their 4,821,546-share investment in ARCA:XSOE. Previously, the stock had a 2.58% weight in the equity portfolio. Shares traded for an average price of $29.78 during the quarter.
On 07/19/2022, WisdomTree Emerging Markets ex-State-Owned Enterprises Fund traded for a price of $28.35 per share and a market cap of $2.48Bil. The stock has returned -27.70% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, WisdomTree Emerging Markets ex-State-Owned Enterprises Fund has a price-earnings ratio of 12.89 and a price-book ratio of 1.97.
SPDR Metals & Mining ETF
Harel Insurance Investments & Financial Services Ltd. reduced their investment in ARCA:XME by 2,176,000 shares. The trade had a 2.18% impact on the equity portfolio. During the quarter, the stock traded for an average price of $54.19.
On 07/19/2022, SPDR Metals & Mining ETF traded for a price of $44.51 per share and a market cap of $1.95Bil. The stock has returned 13.88% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR Metals & Mining ETF has a price-earnings ratio of 4.99 and a price-book ratio of 1.72.
Consumer Staples Select Sector SPDR
During the quarter, Harel Insurance Investments & Financial Services Ltd. bought 1,415,035 shares of ARCA:XLP for a total holding of 1,509,010. The trade had a 2.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $74.59.
On 07/19/2022, Consumer Staples Select Sector SPDR traded for a price of $72.95 per share and a market cap of $15.41Bil. The stock has returned 5.54% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Consumer Staples Select Sector SPDR has a price-earnings ratio of 23.10 and a price-book ratio of 5.35.
SPDR Biotech ETF
During the quarter, Harel Insurance Investments & Financial Services Ltd. bought 1,149,270 shares of ARCA:XBI for a total holding of 1,200,274. The trade had a 1.8% impact on the equity portfolio. During the quarter, the stock traded for an average price of $75.3.
On 07/19/2022, SPDR Biotech ETF traded for a price of $82.965 per share and a market cap of $7.71Bil. The stock has returned -34.53% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR Biotech ETF has a price-book ratio of 3.29.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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