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Horizon Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Horizon Financial Services’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$806K Sell
17,768
-14,120
-44% -$640K 0.31% 43
2026
Q1 		$1.46M Buy
31,888
+9,921
+45% +$445K 0.65% 32
2025
Q4 		$938K Buy
21,967
+1,909
+10% +$84.5K 0.43% 40
2025
Q3 		$875K Buy
20,058
+1,196
+6% +$50.6K 0.42% 39
2025
Q2 		$770K Sell
18,862
-442
-2% -$17.6K 0.41% 38
2025
Q1 		$761K Sell
19,304
-38
-0.2% -$1.49K 0.42% 39
2024
Q4 		$732K Buy
19,342
+3,180
+20% +$126K 0.41% 38
2024
Q3 		$653K Buy
16,162
+5,458
+51% +$202K 0.39% 37
2024
Q2 		$365K Sell
10,704
-140
-1% -$4.81K 0.23% 43
2024
Q1 		$356K Buy
10,844
+2,796
+35% +$87.3K 0.23% 43
2023
Q4 		$255K Buy
8,048
+740
+10% +$22.6K 0.18% 49
2023
Q3 		$215K Buy
+7,308
New +$236K 0.17% 48
2022
Q3 		– Sell
-6,620
Closed -$232K – 61
2022
Q2 		$232K Sell
6,620
-144
-2% -$5.21K 0.18% 52
2022
Q1 		$252K Buy
6,764
+3,114
+85% +$108K 0.16% 51
2021
Q4 		$131K Buy
3,650
+848
+30% +$28.6K 0.08% 61
2021
Q3 		$89K Buy
2,802
+584
+26% +$19.5K 0.06% 75
2021
Q2 		$70K Buy
+2,218
New +$72.6K 0.05% 73

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

Horizon Financial Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 44% in Q2 2026, selling an estimated $640K and leaving 17,768 shares worth $806K. The position accounts for 0.31% of the portfolio, ranked #43.

Horizon Financial Services first reported a position in XLU in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.46M in Q1 2026. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Horizon Financial Services held 17,768 shares of State Street Utilities Select Sector SPDR ETF worth $806K as of Q2 2026.
  • Horizon Financial Services sold 14,120 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $640K.
  • State Street Utilities Select Sector SPDR ETF made up 0.31% of Horizon Financial Services's portfolio in Q2 2026, its #43 holding.
  • Horizon Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 17 quarters since.
  • Horizon Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $1.46M in Q1 2026.
  • 751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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