HFS
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Horizon Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Horizon Financial Services’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.8M Buy
108,105
+14,689
+16% +$763K 2.22% 11
2026
Q1 		$4.61M Buy
93,416
+31,103
+50% +$1.62M 2.04% 14
2025
Q4 		$3.41M Buy
62,313
+36,295
+139% +$1.93M 1.55% 18
2025
Q3 		$1.4M Buy
26,018
+1,258
+5% +$66.7K 0.67% 32
2025
Q2 		$1.3M Sell
24,760
-16,930
-41% -$838K 0.69% 32
2025
Q1 		$2.08M Sell
41,690
-7,697
-16% -$386K 1.16% 26
2024
Q4 		$2.39M Sell
49,387
-9,677
-16% -$468K 1.34% 22
2024
Q3 		$2.68M Buy
59,064
+5,737
+11% +$250K 1.59% 21
2024
Q2 		$2.19M Sell
53,327
-3,840
-7% -$158K 1.39% 22
2024
Q1 		$2.41M Buy
57,167
+16,472
+40% +$650K 1.55% 21
2023
Q4 		$1.53M Buy
40,695
+14,169
+53% +$491K 1.08% 23
2023
Q3 		$880K Buy
26,526
+4,812
+22% +$166K 0.71% 26
2023
Q2 		$732K Buy
21,714
+1,261
+6% +$41.2K 0.6% 27
2023
Q1 		$658K Buy
20,453
+571
+3% +$19.8K 0.56% 30
2022
Q4 		$680K Buy
19,882
+762
+4% +$25.8K 0.59% 27
2022
Q3 		$580K Buy
19,120
+931
+5% +$30.8K 0.52% 36
2022
Q2 		$572K Buy
18,189
+67
+0.4% +$2.32K 0.44% 34
2022
Q1 		$694K Buy
18,122
+2,446
+16% +$95.6K 0.44% 36
2021
Q4 		$612K Buy
15,676
+7,627
+95% +$300K 0.37% 40
2021
Q3 		$302K Buy
8,049
+1,495
+23% +$55.9K 0.2% 54
2021
Q2 		$240K Buy
+6,554
New +$240K 0.17% 56

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Horizon Financial Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 16% in Q2 2026, buying an estimated $763K and bringing the position to 108,105 shares worth $5.8M. The position accounts for 2.22% of the portfolio, ranked #11.

Horizon Financial Services first reported a position in XLF in Q2 2021 and has held it in 21 quarters since. 548 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Horizon Financial Services held 108,105 shares of State Street Financial Select Sector SPDR ETF worth $5.8M as of Q2 2026.
  • Horizon Financial Services bought 14,689 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $763K.
  • State Street Financial Select Sector SPDR ETF made up 2.22% of Horizon Financial Services's portfolio in Q2 2026, its #11 holding.
  • Horizon Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
  • 548 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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