Horizon Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Horizon Investments’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 Q1	$6.57M	Buy	107,216 +39,051	+57%	+$2.09M	0.07%	233
2025 Q4	$3.05M	Buy	68,165 +16,829	+33%	+$749K	0.04%	362
2025 Q3	$2.29M	Buy	51,336 +24,976	+95%	+$1.09M	0.03%	438
2025 Q2	$1.12M	Sell	26,360 -9,294	-26%	-$387K	0.02%	540
2025 Q1	$1.67M	Buy	35,654 +1,266	+4%	+$57.1K	0.05%	217
2024 Q4	$1.47M	Sell	34,388 -64,564	-65%	-$2.93M	0.04%	227
2024 Q3	$4.34M	Sell	98,952 -925,824	-90%	-$41.4M	0.12%	90
2024 Q2	$46.7M	Sell	1,024,776 -59,386	-5%	-$2.77M	1.29%	13
2024 Q1	$51.2M	Buy	1,084,162 +787,938	+266%	+$33.8M	1.34%	13
2023 Q4	$12.4M	Sell	296,224 -383,650	-56%	-$16.4M	0.35%	41
2023 Q3	$30.7M	Buy	679,874 +652,874	+2,418%	+$28.6M	0.93%	20
2023 Q2	$1.1M	Buy	27,000 +3,968	+17%	+$162K	0.03%	177
2023 Q1	$954K	Sell	23,032 -369,398	-94%	-$15.8M	0.03%	185
2022 Q4	$17.2M	Sell	392,430 -210,584	-35%	-$9.17M	0.48%	34
2022 Q3	$21.7M	Sell	603,014 -65,298	-10%	-$2.47M	0.67%	28
2022 Q2	$23.9M	Sell	668,312 -12,806	-2%	-$514K	0.76%	24
2022 Q1	$26M	Buy	681,118 +658,668	+2,934%	+$22.8M	0.74%	25
2021 Q4	$623K	Buy	22,450 +2,932	+15%	+$82.8K	0.02%	287
2021 Q3	$508K	Buy	19,518 +890	+5%	+$22K	0.01%	316
2021 Q2	$502K	Buy	+18,628	New	+$484K	0.01%	317
2014 Q3	–	Sell	-320,832	Closed	-$16.1M	–	141
2014 Q2	$16.1M	Buy	+320,832	New	+$15.2M	1.92%	9

Other funds holding XLE

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Horizon Investments's XLE Position: Q1 2026 in Review

Horizon Investments increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 57% in Q1 2026, buying an estimated $2.09M and bringing the position to 107,216 shares worth $6.57M. The position accounts for 0.07% of the portfolio, ranked #233.

Horizon Investments first reported a position in XLE in Q2 2014 and has held it in 21 quarters since. The position peaked at $51.2M in Q1 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Horizon Investments held 107,216 shares of State Street Energy Select Sector SPDR ETF worth $6.57M as of Q1 2026.
Horizon Investments bought 39,051 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $2.09M.
State Street Energy Select Sector SPDR ETF made up 0.07% of Horizon Investments's portfolio in Q1 2026, its #233 holding.
Horizon Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and has held it in 21 quarters since.
Horizon Investments's State Street Energy Select Sector SPDR ETF position peaked at $51.2M in Q1 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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