Bank Hapoalim Bm Portfolio Holdings

Bank Hapoalim Bm

$690 Million
Q1 2025

Bank Hapoalim Bm has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $690 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $85.8M, Invesco Qqq Trust, Series 1 with a value of $40.5M, Spdr S&P 500 ETF Trust with a value of $33.1M, Ishares Core S&P 500 ETF with a value of $32.6M, and Ishares Msci Acwi ETF with a value of $31.3M.

Examining the 13F form we can see an increase of $71.1M in the current position value, from $618M to 690M.

Below you can find more details about Bank Hapoalim Bm portfolio as well as his latest detailed transactions.

Portfolio value $690 Million

ETFs: $546 Million

Technology: $76.5 Million

Healthcare: $23.8 Million

Communication Services: $18.8 Million

Consumer Cyclical: $11.1 Million

Financial Services: $10.3 Million

Consumer Defensive: $633,000

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$85.8 Million 12.44% of portfolio	166,883	Q1 2025 Added 298.13%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$40.5 Million 5.87% of portfolio	86,311	Q1 2025 Reduced 2.81%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$33.1 Million 4.8% of portfolio	59,143	Q1 2025 Reduced 2.65%
IVV Ishares Core S&P 500 ETF ETFs	$0	$32.6 Million 4.73% of portfolio	58,100	Q3 2024 New
ACWI Ishares Msci Acwi ETF ETFs	$0	$31.3 Million 4.54% of portfolio	269,000	Q1 2025 Added 11,351.68%
VEA Vanguard Ftse Developed Market ETFs	$0	$30.7 Million 4.44% of portfolio	603,000	Q1 2025 Added 99.01%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$30.2 Million 4.38% of portfolio	459,000	Q1 2025 Added 13.05%
XLV Select Sector Spdr Fund Health ETFs	$0	$25.5 Million 3.7% of portfolio	174,775	Q1 2025 Added 110.38%
XLC Select Sector Spdr Tr Communic ETFs	$0	$24.3 Million 3.52% of portfolio	251,759	Q1 2025 Added 122.93%
FDL First Tr Morningstar Dividend ETFs	$0	$15.1 Million 2.19% of portfolio	348,000	Q1 2024 New
XLF Financial Sector Spdr ETFs	$0	$14.6 Million 2.12% of portfolio	293,963	Q1 2025 Added 0.12%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$14 Million 2.03% of portfolio	384,000	Q1 2024 Added 4.07%
VTV Vanguard Value ETF ETFs	$0	$13.6 Million 1.98% of portfolio	79,000	Q2 2024 New
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$13.4 Million 1.94% of portfolio	504,000	Q4 2024 Added 200.0%
FIW First Trust Water ETF ETFs	$0	$11.1 Million 1.61% of portfolio	110,344	Q1 2024 Added 8.06%
XLK Technology Sector Spdr ETFs	$0	$10.4 Million 1.5% of portfolio	50,217	Q1 2025 Reduced 1.21%
IGV Ishares Expanded Tech Software ETFs	$0	$8.77 Million 1.27% of portfolio	98,575	Q1 2025 Reduced 6.61%
SOXX Ishares Semiconductor ETF ETFs	$0	$8.61 Million 1.25% of portfolio	45,773	Q1 2025 Reduced 8.1%
FDN First Tr Fd Dow Jones ETFs	$0	$8.61 Million 1.25% of portfolio	38,771	Q1 2025 Reduced 1.06%
SPIB Spdr Portfolio Intermediate Te ETFs	$0	$8.47 Million 1.23% of portfolio	254,883	Q1 2025 Reduced 0.74%
IDEV Ishares Core Msci Intl Develop ETFs	$0	$8.43 Million 1.22% of portfolio	122,400	Q3 2024 New
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$8.37 Million 1.21% of portfolio	422,900	Q1 2025 Added 2.65%
FTCS First Trust Capital Strength E ETFs	$0	$7.62 Million 1.1% of portfolio	85,000	Q4 2024 Reduced 32.0%
XLG Invesco Exchange Traded Fd Tr ETFs	$0	$7.58 Million 1.1% of portfolio	164,725	Q1 2025 Reduced 38.07%
XLY Select Sector Spdr Consumer Di ETFs	$0	$7.13 Million 1.03% of portfolio	36,084	Q1 2025 Reduced 4.31%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$6.47 Million 0.94% of portfolio	59,553	Q1 2025 Reduced 13.99%
XLI Industrial Sector Spdr ETFs	$0	$5.65 Million 0.82% of portfolio	43,116	Q1 2025 Reduced 5.24%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$4.53 Million 0.66% of portfolio	55,355	Q1 2025 Reduced 3.49%
PAVE Global X Fds Us Infrastructure ETFs	$0	$4.15 Million 0.6% of portfolio	109,870	Q1 2025 Reduced 1.48%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$3.63 Million 0.53% of portfolio	57,680	Q1 2025 Reduced 19.23%
XAR Spdr S&P Aerospace & Defense E ETFs	$0	$2.26 Million 0.33% of portfolio	14,058	Q1 2025 Reduced 2.85%
VHT Vanguard Health Care ETF ETFs	$0	$2.2 Million 0.32% of portfolio	8,293	Q1 2025 Reduced 6.94%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$2.01 Million 0.29% of portfolio	4,789	Q1 2025 Added 0.15%
VT Vanguard Total World Stk Index ETFs	$0	$1.87 Million 0.27% of portfolio	16,086	Q1 2025 Added 3.61%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$1.55 Million 0.23% of portfolio	13,136	Q1 2025 Added 7.52%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$1.52 Million 0.22% of portfolio	12,444	Q1 2025 New
IHI Ishares Tr Dow Jones Us Medica ETFs	$0	$1.23 Million 0.18% of portfolio	20,452	Q1 2025 Reduced 33.03%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$1.27 Million 0.18% of portfolio	16,098	Q1 2025 Reduced 0.19%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$924,000 0.13% of portfolio	9,345	Q1 2025 Reduced 1.34%
SKYY First Trust Cloud Computing Et ETFs	$0	$793,000 0.12% of portfolio	7,760	Q1 2025 Reduced 19.29%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$676,000 0.1% of portfolio	12,904	Q1 2025 Added 27.83%
IYG Ishares Tr ETFs	$0	$622,000 0.09% of portfolio	7,918	Q1 2025 Reduced 2.49%
QTEC First Trust Nasdaq 100 Technol ETFs	$0	$545,000 0.08% of portfolio	3,142	Q1 2025 Reduced 2.63%
IAK Ishares Tr ETFs	$0	$442,000 0.06% of portfolio	3,210	Q1 2025 Reduced 5.31%
IEF Ishares Barclays ETFs	$0	$412,000 0.06% of portfolio	4,315	Q1 2025 Reduced 2.02%
KBWB Invesco ETF Tr Ii Kbw Bank ETF ETFs	$0	$405,000 0.06% of portfolio	6,449	Q3 2024 Reduced 5.43%
PPH Vaneck ETF Tr Vaneck Pharmaceu ETFs	$0	$368,000 0.05% of portfolio	4,043	Q1 2025 Reduced 2.41%
ITB Ishares Tr ETFs	$0	$351,000 0.05% of portfolio	3,691	Q1 2025 Reduced 4.15%
IWM Ishares Russell 2000 ETF ETFs	$0	$369,000 0.05% of portfolio	1,851	Q1 2025 Reduced 5.85%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$303,000 0.04% of portfolio	1,749	Q1 2025 Reduced 11.53%

Summary

Portfolio
No. of Stocks 130
Current Value $690 Million
Prior Value $618 Million
Filing
Period Q1 2025
Filing Date April 30, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 10 stocks
Additional Purchases 25 stocks
Sold out of 0 stocks
Reduced holdings in 75 stocks

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