Horizon Financial Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.61M	Buy	22,279 +1,944	+10%	+$227K	1%	27
2026 Q1	$2.22M	Buy	20,335 +1,490	+8%	+$174K	0.98%	29
2025 Q4	$2.25M	Buy	18,845 +6,287	+50%	+$745K	1.02%	27
2025 Q3	$1.5M	Sell	12,558 -5,068	-29%	-$580K	0.72%	31
2025 Q2	$1.92M	Sell	17,626 -804	-4%	-$82.2K	1.02%	26
2025 Q1	$1.82M	Buy	18,430 +1,338	+8%	+$145K	1.01%	29
2024 Q4	$1.92M	Buy	17,092 +2,732	+19%	+$292K	1.08%	30
2024 Q3	$1.44M	Sell	14,360 -3,084	-18%	-$288K	0.85%	27
2024 Q2	$1.59M	Buy	17,444 +2,450	+16%	+$218K	1.01%	26
2024 Q1	$1.38M	Buy	14,994 +2,596	+21%	+$231K	0.89%	26
2023 Q4	$1.11M	Sell	12,398 -586	-5%	-$48.5K	0.78%	27
2023 Q3	$1.05M	Sell	12,984 -2,042	-14%	-$173K	0.84%	23
2023 Q2	$1.28M	Sell	15,026 -208	-1%	-$15.9K	1.04%	21
2023 Q1	$1.14M	Buy	15,234 +714	+5%	+$51.2K	0.98%	21
2022 Q4	$938K	Buy	14,520 +1,310	+10%	+$91.3K	0.81%	22
2022 Q3	$941K	Buy	13,210 +240	+2%	+$18.8K	0.84%	26
2022 Q2	$892K	Buy	12,970 +772	+6%	+$60.8K	0.69%	25
2022 Q1	$1.13M	Buy	12,198 +3,414	+39%	+$313K	0.72%	25
2021 Q4	$898K	Sell	8,784 -1,626	-16%	-$162K	0.55%	31
2021 Q3	$934K	Buy	10,410 +1,576	+18%	+$143K	0.61%	33
2021 Q2	$789K	Buy	+8,834	New	+$769K	0.57%	41

Other funds holding XLY

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Horizon Financial Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.6% in Q2 2026, buying an estimated $227K and bringing the position to 22,279 shares worth $2.61M. The position accounts for 1% of the portfolio, ranked #27.

Horizon Financial Services first reported a position in XLY in Q2 2021 and has held it in 21 quarters since. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Horizon Financial Services held 22,279 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.61M as of Q2 2026.
Horizon Financial Services bought 1,944 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $227K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 1% of Horizon Financial Services's portfolio in Q2 2026, its #27 holding.
Horizon Financial Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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