Bank Hapoalim BM
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 28, 2024), Bank Hapoalim BM reported 118 stock positions worth $629.9 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 9.4% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 8.8%) and iShares Core S&P 500 ETF (IVV, 5.3%). Compared with Q2 2024, it opened 5 new positions, sold out of 11, added to 17 and reduced 81. The biggest buy was a new position in iShares Core S&P 500 ETF (IVV) and the biggest sale an exit from iShares S&P 500 Growth ETF (IVW).
- Most Recent 13F
- Q2 2026
- Location
- TEL AVIV, L3
- CIK
- 0000902528
- Portfolio Value
- $629.9M (Q3 2024)
- SEC Filing
- 0001178913-24-003377 ↗ filed Oct 28, 2024
Holdings Value
Holdings 118 stocks · $629.9M
| QQQ Invesco QQQ Trust Series 1 | 9.41% | 121,397 | $59.3M | Add +5.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 8.80% | 96,611 | $55.4M | Add +7.8% |
| IVV iShares Core S&P 500 ETF | 5.32% | 58,100 | $33.5M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.35% | 406,000 | $27.4M | Reduce -16.6% |
| VOO Vanguard S&P 500 ETF | 3.36% | 40,117 | $21.2M | Add +0.0% |
| XLV SS Health Care Select Sector | 2.87% | 117,535 | $18.1M | Add +3.5% |
| MSFT Microsoft Corp. | 2.66% | 38,890 | $16.7M | Reduce -2.1% |
| FDL First Trust Morn DVD Lead Inc. | 2.32% | 348,000 | $14.6M | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.29% | 384,000 | $14.4M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.19% | 79,000 | $13.8M | No change |
| XLF SS Financial Select Sector | 2.18% | 303,016 | $13.7M | Add +15.0% |
| SUSA iShares ESG Optimized MSCI U | 2.16% | 113,250 | $13.6M | No change |
| SCHV Schwab US Large-Cap Value | 2.14% | 168,000 | $13.5M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.12% | 50,800 | $13.4M | No change |
| SOXX iShares Semiconductor ETF | 1.94% | 53,107 | $12.2M | Reduce -8.6% |
| FIW First Trust Water ETF | 1.92% | 110,344 | $12.1M | No change |
| GOOG Alphabet Inc. Class C | 1.89% | 71,130 | $11.9M | Reduce -0.6% |
| KLAC KLA Corp. | 1.87% | 15,177 | $11.8M | Reduce -12.2% |
| XLK SS Technology Select Sector | 1.81% | 50,429 | $11.4M | Reduce -48.6% |
| FTCS First Trust Capital Strength | 1.80% | 125,000 | $11.3M | No change |
| XLC SS Comm Select Sector SPDR | 1.66% | 115,853 | $10.5M | Reduce -1.4% |
| IGV iShares Expanded Tech-Softwa | 1.58% | 111,141 | $9.9M | Reduce -11.2% |
| AAPL Apple Inc. | 1.47% | 39,622 | $9.2M | Reduce -3.1% |
| IDEV iShares Core MSCI Dev MKTS | 1.38% | 122,400 | $8.7M | New |
| SCHF Schwab Intl Equity ETF | 1.34% | 206,000 | $8.5M | No change |
| FDN First Trust DJ Internet Ind | 1.32% | 39,362 | $8.3M | Reduce -44.3% |
| XLY SS Consumer Disc Select Sect | 1.24% | 38,886 | $7.8M | Reduce -4.2% |
| DLN Wisdomtree US Largecap Divid | 1.18% | 94,500 | $7.4M | No change |
| CHKP Check Point Software Tech | 1.05% | 34,459 | $6.6M | Reduce -5.8% |
| XLI SS Industrial Select Sector | 1.02% | 47,444 | $6.4M | Reduce -4.8% |
| CRM Salesforce Inc. | 0.99% | 22,876 | $6.3M | Reduce -4.4% |
| CSCO Cisco Systems Inc. | 0.88% | 103,957 | $5.5M | Reduce -3.1% |
| QCOM Qualcomm Inc. | 0.88% | 32,409 | $5.5M | Reduce -2.0% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.86% | 77,560 | $5.4M | Add +12.2% |
| AMZN Amazon.com Inc. | 0.85% | 28,869 | $5.4M | Add +14.7% |
| NOW ServiceNow Inc. | 0.78% | 5,499 | $4.9M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 0.75% | 5,365 | $4.8M | Reduce -3.0% |
| VEEV Veeva Systems Inc. Class A | 0.75% | 22,445 | $4.7M | Reduce -2.1% |
| PAVE Global X US Infrastructure | 0.74% | 113,850 | $4.7M | Reduce -72.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.73% | 78,059 | $4.6M | Reduce -6.8% |
| PPH Vaneck Pharmaceutical ETF | 0.72% | 47,940 | $4.6M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 0.70% | 20,942 | $4.4M | Reduce -7.3% |
| ABBV Abbvie Inc. | 0.61% | 19,445 | $3.8M | Reduce -2.5% |
| PFE Pfizer Inc. | 0.60% | 130,218 | $3.8M | Add +2.3% |
| VHT Vanguard Health Care ETF | 0.48% | 10,702 | $3.0M | Add +2.9% |
| ORCL Oracle Corp. | 0.47% | 17,411 | $3.0M | Reduce -0.4% |
| VT Vanguard Tot World STK ETF | 0.47% | 24,685 | $3.0M | Reduce -4.0% |
| EPAM Epam Systems Inc. | 0.44% | 14,013 | $2.8M | Add +0.1% |
| BIDU Baidu Inc. - Spon ADR | 0.41% | 24,771 | $2.6M | Reduce -0.1% |
| MRK Merck & Co. Inc. | 0.40% | 22,174 | $2.5M | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 0.39% | 4,298 | $2.5M | Reduce -3.0% |
| XAR SS SPDR S&P Aerospace Def | 0.39% | 15,427 | $2.4M | Reduce -0.5% |
| BBY Best Buy Co. Inc. | 0.37% | 22,611 | $2.3M | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.37% | 14,220 | $2.3M | Reduce -3.4% |
| IHI iShares U.S. Medical Devices | 0.36% | 38,703 | $2.3M | Reduce -20.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 4,718 | $2.2M | Reduce -13.3% |
| ZS Zscaler Inc. | 0.34% | 12,532 | $2.1M | Reduce -3.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.32% | 4,749 | $2.0M | Reduce -1.8% |
| EW Edwards Lifesciences Corp. | 0.31% | 29,465 | $1.9M | No change |
| INTC Intel Corp. | 0.31% | 82,075 | $1.9M | Reduce -4.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.30% | 2,266 | $1.9M | Add +3.4% |
| NVDA Nvidia Corp. | 0.30% | 15,530 | $1.9M | Reduce -3.3% |
| UNH Unitedhealth Group Inc. | 0.28% | 3,018 | $1.8M | Reduce -20.9% |
| MCD McDonald's Corp. | 0.27% | 5,606 | $1.7M | New |
| V Visa Inc. Class A | 0.24% | 5,607 | $1.5M | Reduce -49.6% |
| GOOGL Alphabet Inc. Class A | 0.24% | 9,090 | $1.5M | Add +5.3% |
| BABA Alibaba Group Holding-SP ADR | 0.24% | 14,153 | $1.5M | Reduce -39.9% |
| SHAK Shake Shack Inc. Class A | 0.24% | 14,353 | $1.5M | Reduce -14.9% |
| SHLD Global X Defense Tech ETF | 0.21% | 36,150 | $1.3M | Add +0.3% |
| ABT Abbott Laboratories | 0.19% | 10,360 | $1.2M | Reduce -1.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.17% | 9,110 | $1.1M | Reduce -6.2% |
| NKE Nike Inc. Class B | 0.17% | 12,137 | $1.1M | New |
| SKYY First Trust Cloud Computing | 0.16% | 9,880 | $1.0M | Reduce -90.0% |
| TDC Teradata Corp. | 0.15% | 32,103 | $974K | Reduce -1.6% |
| PATH Uipath Inc. Class A | 0.15% | 73,899 | $946K | Reduce -9.5% |
| KLIC Kulicke & Soffa Industries | 0.14% | 19,960 | $901K | Reduce -5.6% |
| INMD Inmode Ltd. | 0.13% | 47,733 | $809K | Reduce -13.0% |
| PCTY Paylocity Holding Corp. | 0.12% | 4,718 | $778K | Reduce -1.0% |
| SEDG Solaredge Technologies Inc. | 0.12% | 33,573 | $769K | Add +2.5% |
| AMAT Applied Materials Inc. | 0.12% | 3,741 | $756K | Reduce -5.6% |
| AXP American Express Co. | 0.12% | 2,778 | $753K | Reduce -3.2% |
| NFLX Netflix Inc. | 0.12% | 1,030 | $731K | Add +0.7% |
| IYG iShares U.S. Financial Servi | 0.10% | 8,966 | $637K | Reduce -3.8% |
| QTEC First Trust Nasdq 100 Tech I | 0.10% | 3,311 | $633K | Reduce -8.6% |
| XHE SS SPDR S&P HC Equip ETF | 0.10% | 6,967 | $631K | Reduce -16.8% |
| C Citigroup Inc. | 0.10% | 9,695 | $607K | Reduce -9.3% |
| MA Mastercard Inc. Class A | 0.09% | 1,128 | $557K | Reduce -11.3% |
| SAM Boston Beer Company Inc. Class A | 0.09% | 1,918 | $555K | Reduce -7.3% |
| ITB iShares U.S. Home Constructi | 0.08% | 4,133 | $525K | Reduce -12.4% |
| SWKS Skyworks Solutions Inc. | 0.08% | 5,121 | $506K | Reduce -20.9% |
| ADSK Autodesk Inc. | 0.07% | 1,690 | $466K | Reduce -37.5% |
| WMT Walmart Inc. | 0.07% | 5,511 | $445K | Reduce -1.6% |
| IAK iShares U.S. Insurance ETF | 0.07% | 3,404 | $439K | Reduce -2.2% |
| IJH iShares Core S&P Midcap ETF | 0.07% | 6,915 | $431K | Reduce -74.0% |
| ARRY Array Technologies Inc. | 0.07% | 65,060 | $429K | Reduce -1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 4,443 | $427K | Reduce -60.1% |
| ADBE Adobe Inc. | 0.07% | 801 | $415K | Reduce -5.5% |
| IWM iShares Russell 2000 ETF | 0.06% | 1,766 | $390K | Reduce -23.4% |
| TSLA Tesla Inc. | 0.06% | 1,462 | $383K | Add +11.9% |
| KBWB Invesco KBW Bank ETF | 0.06% | 6,449 | $378K | Reduce -5.4% |
Other holdings (11): bonds, preferreds, convertibles and warrants · $30.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SPIB SS SPDR P Int C Corp. ETF | ST INTER BD ETF · principal | 290,588 | $9.8M | Add +5.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF · principal | 75,848 | $8.6M | Reduce -29.8% |
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP · principal | 51,023 | $4.3M | Add +1.2% |
| IEI iShares 3-7 Year Treasury Bo | 3 7 YR TREAS BD · principal | 19,813 | $2.4M | Reduce -1.0% |
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD · principal | 16,887 | $1.3M | Add +28.0% |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | 9,152 | $927K | Add +4.2% |
| SOUTHERN CO (SO 3.875 12/15/25) | NOTE 3.875%12/1 · principal | 658,000 | $733K | Reduce -6.0% |
| AIRBNB INC (ABNB 0 03/15/26) | NOTE 3/1 · principal | 731,375 | $682K | Reduce -12.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | ISHS 1-5YR INVS · principal | 10,602 | $558K | Reduce -1.1% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0-5YR INVT GR CP · principal | 9,995 | $504K | Add +16.1% |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | 4,689 | $460K | Add +5.5% |
Total filed on the 13F, all lines: $660.1M.
Portfolio Sells Q2 2024 → Q3 2024
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −2.23 |
| GRID First TRST Nasd Class Edg Sgiif | Sold out | 0.00% | −1.82 |
| USIG iShares Broad Usd Investment | Sold out | 0.00% | −1.78 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −1.66 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −1.65 |
| PAVE Global X US Infrastructure | Reduce -72.8% | 0.74% | −1.55 |
| XLK SS Technology Select Sector | Reduce -48.6% | 1.81% | −1.48 |
| SKYY First Trust Cloud Computing | Reduce -90.0% | 0.16% | −1.24 |
| FDN First Trust DJ Internet Ind | Reduce -44.3% | 1.32% | −0.82 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -16.6% | 4.35% | −0.26 |
| KLAC KLA Corp. | Reduce -12.2% | 1.87% | −0.24 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.21 |
| V Visa Inc. Class A | Reduce -49.6% | 0.24% | −0.19 |
| SOXX iShares Semiconductor ETF | Reduce -8.6% | 1.94% | −0.18 |
| IJH iShares Core S&P Midcap ETF | Reduce -74.0% | 0.07% | −0.16 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.15 |
| JWN Nordstrom Inc. | Sold out | 0.00% | −0.11 |
| QCOM Qualcomm Inc. | Reduce -2.0% | 0.88% | −0.10 |
| DIS The Walt Disney Co. | Reduce -60.1% | 0.07% | −0.10 |
| INTC Intel Corp. | Reduce -4.5% | 0.31% | −0.09 |
| TGT Target Corp. | Reduce -65.9% | 0.05% | −0.08 |
| BX Blackstone Inc. | Reduce -68.7% | 0.05% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -0.6% | 1.89% | −0.06 |
| PANW Palo Alto Networks Inc. | Reduce -51.0% | 0.06% | −0.05 |
| JETS US Global Jets ETF | Sold out | 0.00% | −0.05 |
| IHI iShares U.S. Medical Devices | Reduce -20.9% | 0.36% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.04 |
| IGV iShares Expanded Tech-Softwa | Reduce -11.2% | 1.58% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -6.2% | 0.17% | −0.03 |
| ARRY Array Technologies Inc. | Reduce -1.6% | 0.07% | −0.03 |
| CLOU Global X Cloud Computing ETF | Reduce -41.3% | 0.05% | −0.03 |
| ZS Zscaler Inc. | Reduce -3.1% | 0.34% | −0.03 |
| NVMI Nova Ltd. | Reduce -36.0% | 0.04% | −0.03 |
| ADSK Autodesk Inc. | Reduce -37.5% | 0.07% | −0.03 |
| SWKS Skyworks Solutions Inc. | Reduce -20.9% | 0.08% | −0.02 |
| INMD Inmode Ltd. | Reduce -13.0% | 0.13% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -5.6% | 0.12% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -32.0% | 0.06% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -2.1% | 0.40% | −0.02 |
| BABA Alibaba Group Holding-SP ADR | Reduce -39.9% | 0.24% | −0.01 |
| TDC Teradata Corp. | Reduce -1.6% | 0.15% | −0.01 |
| TSEM Tower Semiconductor Ltd. | Reduce -37.7% | 0.04% | −0.01 |
| KLIC Kulicke & Soffa Industries | Reduce -5.6% | 0.14% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -20.9% | 0.28% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -23.4% | 0.06% | −0.01 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -8.6% | 0.10% | −0.01 |
| SAM Boston Beer Company Inc. Class A | Reduce -7.3% | 0.09% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -23.6% | 0.05% | −0.01 |
| XHE SS SPDR S&P HC Equip ETF | Reduce -16.8% | 0.10% | −0.00 |
| C Citigroup Inc. | Reduce -9.3% | 0.10% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| IVV iShares Core S&P 500 ETF | New | 5.32% | +5.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.8% | 8.80% | +1.58 |
| IDEV iShares Core MSCI Dev MKTS | New | 1.38% | +1.38 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.5% | 9.41% | +1.24 |
| XLF SS Financial Select Sector | Add +15.0% | 2.18% | +0.58 |
| XLV SS Health Care Select Sector | Add +3.5% | 2.87% | +0.42 |
| VOO Vanguard S&P 500 ETF | Add +0.0% | 3.36% | +0.39 |
| MCD McDonald's Corp. | New | 0.27% | +0.27 |
| ZM Zoom Communications Inc. | Add +12.2% | 0.86% | +0.25 |
| NKE Nike Inc. Class B | New | 0.17% | +0.17 |
| AMZN Amazon.com Inc. | Add +14.7% | 0.85% | +0.13 |
| PFE Pfizer Inc. | Add +2.3% | 0.60% | +0.07 |
| VHT Vanguard Health Care ETF | Add +2.9% | 0.48% | +0.07 |
| EPAM Epam Systems Inc. | Add +0.1% | 0.44% | +0.05 |
| TAN Invesco Solar ETF | New | 0.04% | +0.04 |
| SHLD Global X Defense Tech ETF | Add +0.3% | 0.21% | +0.04 |
| TSLA Tesla Inc. | Add +11.9% | 0.06% | +0.02 |
| NFLX Netflix Inc. | Add +0.7% | 0.12% | +0.01 |
| ACWI iShares MSCI Acwi ETF | Add +15.9% | 0.04% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +5.3% | 0.24% | +0.01 |
| SEDG Solaredge Technologies Inc. | Add +2.5% | 0.12% | −0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.4% | 0.30% | −0.03 |
Notes & Other Activity Q2 2024 → Q3 2024
| SPIB SS SPDR P Int C Corp. ETF | ST INTER BD ETF · principal | Add +5.4% | 290,588 | $9.8M |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF · principal | Reduce -29.8% | 75,848 | $8.6M |
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP · principal | Add +1.2% | 51,023 | $4.3M |
| IEI iShares 3-7 Year Treasury Bo | 3 7 YR TREAS BD · principal | Reduce -1.0% | 19,813 | $2.4M |
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD · principal | Add +28.0% | 16,887 | $1.3M |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | Add +4.2% | 9,152 | $927K |
| SOUTHERN CO (SO 3.875 12/15/25) | NOTE 3.875%12/1 · principal | Reduce -6.0% | 658,000 | $733K |
| AIRBNB INC (ABNB 0 03/15/26) | NOTE 3/1 · principal | Reduce -12.2% | 731,375 | $682K |
| IGSB iShares 1-5Y Inv Grade Corp. | ISHS 1-5YR INVS · principal | Reduce -1.1% | 10,602 | $558K |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0-5YR INVT GR CP · principal | Add +16.1% | 9,995 | $504K |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | Add +5.5% | 4,689 | $460K |
| SHY iShares 1-3 Year Treasury Bo | 1 3 YR TREAS BD · principal | Sold out | 2,663 | $217Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 107 | $1.5B | TSLA, IVV, SPY, VOO, LQD |
| Q1 2026 | 105 | $611.2M | VOO, SPY, BIV, QQQ, ACWI |
| Q4 2025 | 101 | $1.1B | TSLA, VOO, QQQ, LQD, SPY |
| Q3 2025 | 111 | $776.1M | VOO, QQQ, SPY, VEA, QQQM |
| Q2 2025 | 111 | $701.1M | VOO, QQQ, SPY, IVV, ACWI |
| Q1 2025 | 112 | $663.9M | VOO, QQQ, SPY, IVV, ACWI |
| Q4 2024 | 114 | $591.4M | QQQ, SPY, IVV, SPYM, VOO |
| Q3 2024 | 118 | $629.9M | QQQ, SPY, IVV, SPYM, VOO |
| Q2 2024 | 124 | $675.3M | QQQ, SPY, SPYM, XLK, VOO |
| Q1 2024 | 124 | $741.3M | SPY, VOO, IVV, QQQ, QQQM |