Horizon Financial Services
XLE icon

Horizon Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Horizon Financial Services’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.03M Buy
16,793
+1,806
+12% +$109K 0.39% 38
2026
Q2 		$796K Buy
14,987
+903
+6% +$51.6K 0.31% 44
2026
Q1 		$863K Sell
14,084
-9,072
-39% -$487K 0.38% 41
2025
Q4 		$1.04M Sell
23,156
-1,018
-4% -$45.3K 0.47% 36
2025
Q3 		$1.08M Buy
24,174
+7,108
+42% +$311K 0.52% 36
2025
Q2 		$724K Sell
17,066
-344
-2% -$14.3K 0.38% 39
2025
Q1 		$813K Buy
17,410
+6,318
+57% +$285K 0.45% 37
2024
Q4 		$475K Sell
11,092
-4,622
-29% -$210K 0.27% 43
2024
Q3 		$690K Buy
15,714
+1,102
+8% +$49.3K 0.41% 36
2024
Q2 		$666K Buy
14,612
+458
+3% +$21.3K 0.42% 36
2024
Q1 		$668K Buy
14,154
+6,032
+74% +$259K 0.43% 37
2023
Q4 		$340K Buy
8,122
+470
+6% +$20.1K 0.24% 45
2023
Q3 		$346K Buy
7,652
+642
+9% +$28.1K 0.28% 41
2023
Q2 		$285K Buy
7,010
+234
+3% +$9.5K 0.23% 44
2023
Q1 		$281K Buy
6,776
+16
+0.2% +$684 0.24% 43
2022
Q4 		$296K Buy
6,760
+1,062
+19% +$46.2K 0.26% 45
2022
Q3 		$205K Sell
5,698
-940
-14% -$35.5K 0.18% 57
2022
Q2 		$237K Sell
6,638
-706
-10% -$28.3K 0.18% 50
2022
Q1 		$281K Buy
7,344
+1,810
+33% +$62.7K 0.18% 49
2021
Q4 		$154K Buy
5,534
+1,972
+55% +$55.7K 0.09% 57
2021
Q3 		$93K Buy
3,562
+802
+29% +$19.9K 0.06% 73
2021
Q2 		$74K Buy
+2,760
New +$71.8K 0.05% 71

Other funds holding XLE

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Horizon Financial Services's XLE Position: Q3 2026 in Review

Horizon Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q3 2026, buying an estimated $109K and bringing the position to 16,793 shares worth $1.03M. The position accounts for 0.39% of the portfolio, ranked #38.

Horizon Financial Services first reported a position in XLE in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.08M in Q3 2025. 1,659 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Horizon Financial Services held 16,793 shares of State Street Energy Select Sector SPDR ETF worth $1.03M as of Q3 2026.
  • Horizon Financial Services bought 1,806 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $109K.
  • State Street Energy Select Sector SPDR ETF made up 0.39% of Horizon Financial Services's portfolio in Q3 2026, its #38 holding.
  • Horizon Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 22 quarters since.
  • Horizon Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $1.08M in Q3 2025.
  • 1,659 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Horizon Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.