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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-400,000
Closed -$23.3K 1513
2025
Q4
$23.3K Hold
400,000
﹤0.01% 1146
2025
Q3
$17.9K Buy
+400,000
New +$17.5M ﹤0.01% 1025
2022
Q2
Sell
-240,000
Closed -$9.17M 555
2022
Q1
$9.17M Buy
+240,000
New +$8.31M 0.26% 48

Other funds holding XLE

Horizon Investments's XLE Position: Q2 2026 in Review

Horizon Investments reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 19% in Q2 2026, selling an estimated $1.19M and leaving 86,355 shares worth $4.59M. The position accounts for 0.05% of the portfolio, ranked #301.

Horizon Investments first reported a position in XLE in Q2 2014 and has held it in 22 quarters since. The position peaked at $51.2M in Q1 2024. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Horizon Investments held 86,355 shares of State Street Energy Select Sector SPDR ETF worth $4.59M as of Q2 2026.
  • Horizon Investments sold 20,861 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.19M.
  • State Street Energy Select Sector SPDR ETF made up 0.05% of Horizon Investments's portfolio in Q2 2026, its #301 holding.
  • Horizon Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and has held it in 22 quarters since.
  • Horizon Investments's State Street Energy Select Sector SPDR ETF position peaked at $51.2M in Q1 2024.
  • 2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.