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Horizon Family Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Horizon Family Wealth’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.45M Buy
31,497
+737
+2% +$33.1K 0.76% 33
2025
Q4 		$1.31M Buy
+30,760
New +$1.36M 0.7% 33

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Horizon Family Wealth's XLU Position: Q1 2026 in Review

Horizon Family Wealth increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.4% in Q1 2026, buying an estimated $33.1K and bringing the position to 31,497 shares worth $1.45M. The position accounts for 0.76% of the portfolio, ranked #33.

Horizon Family Wealth first reported a position in XLU in Q4 2025 and has held it in 2 quarters since. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Horizon Family Wealth held 31,497 shares of State Street Utilities Select Sector SPDR ETF worth $1.45M as of Q1 2026.
  • Horizon Family Wealth bought 737 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $33.1K.
  • State Street Utilities Select Sector SPDR ETF made up 0.76% of Horizon Family Wealth's portfolio in Q1 2026, its #33 holding.
  • Horizon Family Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.