Horizon Investments’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Horizon Investments’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32M	Buy	288,986 +19,173	+7%	+$2.22M	0.36%	49
2025 Q4	$31.8M	Sell	269,813 -7,121	-3%	-$820K	0.4%	39
2025 Q3	$32.8M	Sell	276,934 -11,766	-4%	-$1.31M	0.43%	37
2025 Q2	$31.3M	Buy	288,700 +245,376	+566%	+$24.2M	0.5%	29
2025 Q1	$4.18M	Sell	43,324 -2,242	-5%	-$224K	0.12%	99
2024 Q4	$4.41M	Buy	45,566 +9,599	+27%	+$915K	0.13%	97
2024 Q3	$3.25M	Sell	35,967 -240,039	-87%	-$20.7M	0.09%	120
2024 Q2	$23.6M	Sell	276,006 -13,997	-5%	-$1.15M	0.65%	22
2024 Q1	$23.7M	Buy	290,003 +239,400	+473%	+$18.6M	0.62%	22
2023 Q4	$3.68M	Sell	50,603 -263,563	-84%	-$18.1M	0.1%	97
2023 Q3	$20.6M	Buy	314,166 +276,002	+723%	+$18.4M	0.63%	28
2023 Q2	$2.48M	Buy	38,164 +9,687	+34%	+$590K	0.07%	109
2023 Q1	$1.65M	Buy	28,477 +5,191	+22%	+$282K	0.05%	127
2022 Q4	$1.12M	Buy	23,286 +7,989	+52%	+$391K	0.03%	201
2022 Q3	$733K	Buy	15,297 +1,778	+13%	+$97.8K	0.02%	270
2022 Q2	$734K	Sell	13,519 -3,406	-20%	-$205K	0.02%	223
2022 Q1	$1.16M	Buy	16,925 +4,642	+38%	+$327K	0.03%	204
2021 Q4	$954K	Sell	12,283 -542	-4%	-$42.8K	0.03%	212
2021 Q3	$1.03M	Sell	12,825 -1,265	-9%	-$105K	0.03%	205
2021 Q2	$1.14M	Buy	+14,090	New	+$1.1M	0.03%	194

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Horizon Investments's XLC Position: Q1 2026 in Review

Horizon Investments increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 7.1% in Q1 2026, buying an estimated $2.22M and bringing the position to 288,986 shares worth $32M. The position accounts for 0.36% of the portfolio, ranked #49.

Horizon Investments first reported a position in XLC in Q2 2021 and has held it in 20 quarters since. The position peaked at $32.8M in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Horizon Investments held 288,986 shares of State Street Communication Services Select Sector SPDR ETF worth $32M as of Q1 2026.
Horizon Investments bought 19,173 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $2.22M.
State Street Communication Services Select Sector SPDR ETF made up 0.36% of Horizon Investments's portfolio in Q1 2026, its #49 holding.
Horizon Investments first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
Horizon Investments's State Street Communication Services Select Sector SPDR ETF position peaked at $32.8M in Q3 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.