Horizon Financial Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Horizon Financial Services’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Buy	24,421 +1,355	+6%	+$69.5K	0.48%	36
2026 Q1	$1.15M	Buy	23,066 +1,397	+6%	+$70.1K	0.51%	36
2025 Q4	$983K	Buy	21,669 +2,739	+14%	+$121K	0.45%	39
2025 Q3	$848K	Sell	18,930 -8,996	-32%	-$407K	0.4%	40
2025 Q2	$1.23M	Buy	27,926 +7,034	+34%	+$298K	0.65%	33
2025 Q1	$898K	Buy	20,892 +742	+4%	+$32.4K	0.5%	35
2024 Q4	$848K	Buy	20,150 +12,572	+166%	+$582K	0.48%	37
2024 Q3	$365K	Buy	7,578 +320	+4%	+$14.6K	0.22%	43
2024 Q2	$320K	Buy	7,258 +6	+0.1%	+$271	0.2%	45
2024 Q1	$337K	Buy	7,252 +1,870	+35%	+$80.4K	0.22%	44
2023 Q4	$230K	Buy	+5,382	New	+$215K	0.16%	51
2023 Q1	–	Sell	-10,190	Closed	-$396K	–	52
2022 Q4	$396K	Buy	+10,190	New	+$391K	0.34%	35
2022 Q1	–	Sell	-2,738	Closed	-$124K	–	121
2021 Q4	$124K	Buy	2,738 +604	+28%	+$26.1K	0.08%	63
2021 Q3	$84K	Buy	2,134 +472	+28%	+$19.6K	0.06%	77
2021 Q2	$68K	Buy	+1,662	New	+$70K	0.05%	74

Other funds holding XLB

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

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

Horizon Financial Services's XLB Position: Q2 2026 in Review

Horizon Financial Services increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 5.9% in Q2 2026, buying an estimated $69.5K and bringing the position to 24,421 shares worth $1.24M. The position accounts for 0.48% of the portfolio, ranked #36.

Horizon Financial Services first reported a position in XLB in Q2 2021 and has held it in 15 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Horizon Financial Services held 24,421 shares of State Street Materials Select Sector SPDR ETF worth $1.24M as of Q2 2026.
Horizon Financial Services bought 1,355 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $69.5K.
State Street Materials Select Sector SPDR ETF made up 0.48% of Horizon Financial Services's portfolio in Q2 2026, its #36 holding.
Horizon Financial Services first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and has held it in 15 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.