Horizon Financial Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.95M	Buy	18,157 +937	+5%	+$107K	0.75%	28
2026 Q1	$1.91M	Sell	17,220 -6,083	-26%	-$704K	0.84%	31
2025 Q4	$2.74M	Buy	23,303 +2,869	+14%	+$330K	1.25%	24
2025 Q3	$2.42M	Buy	20,434 +5,329	+35%	+$592K	1.15%	22
2025 Q2	$1.64M	Sell	15,105 -6,547	-30%	-$645K	0.87%	28
2025 Q1	$2.09M	Sell	21,652 -15	-0.1%	-$1.5K	1.16%	25
2024 Q4	$2.1M	Buy	21,667 +5,767	+36%	+$550K	1.18%	26
2024 Q3	$1.44M	Buy	15,900 +2,780	+21%	+$240K	0.85%	28
2024 Q2	$1.12M	Sell	13,120 -55	-0.4%	-$4.53K	0.71%	28
2024 Q1	$1.08M	Sell	13,175 -1,696	-11%	-$132K	0.69%	28
2023 Q4	$1.08M	Buy	14,871 +758	+5%	+$52.2K	0.76%	28
2023 Q3	$925K	Buy	14,113 +526	+4%	+$35.1K	0.74%	25
2023 Q2	$884K	Sell	13,587 -211	-2%	-$12.9K	0.72%	24
2023 Q1	$800K	Buy	13,798 +269	+2%	+$14.6K	0.69%	26
2022 Q4	$649K	Buy	13,529 +648	+5%	+$31.7K	0.56%	29
2022 Q3	$617K	Sell	12,881 -348	-3%	-$19.1K	0.55%	35
2022 Q2	$718K	Sell	13,229 -1,708	-11%	-$103K	0.55%	29
2022 Q1	$1.03M	Buy	14,937 +5,060	+51%	+$357K	0.65%	26
2021 Q4	$767K	Buy	9,877 +5,385	+120%	+$426K	0.47%	34
2021 Q3	$360K	Buy	4,492 +859	+24%	+$71.1K	0.24%	51
2021 Q2	$294K	Buy	+3,633	New	+$283K	0.21%	54

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Squarepoint New York $90.5B AUM 33.95% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Horizon Financial Services increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 5.4% in Q2 2026, buying an estimated $107K and bringing the position to 18,157 shares worth $1.95M. The position accounts for 0.75% of the portfolio, ranked #28.

Horizon Financial Services first reported a position in XLC in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.74M in Q4 2025. 1,161 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Horizon Financial Services held 18,157 shares of State Street Communication Services Select Sector SPDR ETF worth $1.95M as of Q2 2026.
Horizon Financial Services bought 937 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $107K.
State Street Communication Services Select Sector SPDR ETF made up 0.75% of Horizon Financial Services's portfolio in Q2 2026, its #28 holding.
Horizon Financial Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Horizon Financial Services's State Street Communication Services Select Sector SPDR ETF position peaked at $2.74M in Q4 2025.
1,161 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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