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 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%	+$9.53K	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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

Horizon Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.4% in Q2 2026, buying an estimated $51.6K and bringing the position to 14,987 shares worth $796K. The position accounts for 0.31% of the portfolio, ranked #44.

Horizon Financial Services first reported a position in XLE in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.08M in Q3 2025. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Horizon Financial Services held 14,987 shares of State Street Energy Select Sector SPDR ETF worth $796K as of Q2 2026.
Horizon Financial Services bought 903 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $51.6K.
State Street Energy Select Sector SPDR ETF made up 0.31% of Horizon Financial Services's portfolio in Q2 2026, its #44 holding.
Horizon Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Horizon Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $1.08M in Q3 2025.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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