Horizon Family Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Horizon Family Wealth’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203K	Buy	+3,779	New	+$196K	0.09%	93
2023 Q3	–	Sell	-16,004	Closed	-$540K	–	68
2023 Q2	$540K	Sell	16,004 -1,960	-11%	-$64K	0.52%	28
2023 Q1	$578K	Buy	17,964 +1,447	+9%	+$50.3K	0.61%	25
2022 Q4	$565K	Buy	16,517 +338	+2%	+$11.4K	0.65%	28
2022 Q3	$491K	Buy	16,179 +807	+5%	+$26.7K	0.6%	32
2022 Q2	$483K	Buy	+15,372	New	+$531K	0.56%	33

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Horizon Family Wealth's XLF Position: Q2 2026 in Review

Horizon Family Wealth opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 3,779 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #93 among its holdings. This is a return to the name: Horizon Family Wealth previously reported a position in XLF as recently as Q2 2023.

Horizon Family Wealth first reported a position in XLF in Q2 2022 and has held it in 6 quarters since. The position peaked at $578K in Q1 2023. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Horizon Family Wealth held 3,779 shares of State Street Financial Select Sector SPDR ETF worth $203K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Horizon Family Wealth position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.09% of Horizon Family Wealth's portfolio in Q2 2026, its #93 holding.
Horizon Family Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and has held it in 6 quarters since.
Horizon Family Wealth's State Street Financial Select Sector SPDR ETF position peaked at $578K in Q1 2023.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.