Horizon Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Horizon Investments’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-400,000	Closed	-$20.8K	–	1298
2025 Q2	$20.8K	Buy	+400,000	New	+$19.8M	﹤0.01%	983
2020 Q2	–	Sell	-300,000	Closed	-$6.25M	–	451
2020 Q1	$6.25M	Buy	+300,000	New	+$8.26M	0.3%	28
2018 Q4	–	Sell	-1,800,000	Closed	-$49.6M	–	312
2018 Q3	$49.6M	Buy	+1,800,000	New	+$50.4M	1.66%	17

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Horizon Investments's XLF Position: Q2 2026 in Review

Horizon Investments reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 39% in Q2 2026, selling an estimated $6.48M and leaving 197,349 shares worth $10.6M. The position accounts for 0.12% of the portfolio, ranked #144.

Horizon Investments first reported a position in XLF in Q2 2013 and has held it in 23 quarters since. The position peaked at $24.4M in Q1 2017. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Horizon Investments held 197,349 shares of State Street Financial Select Sector SPDR ETF worth $10.6M as of Q2 2026.
Horizon Investments sold 124,613 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $6.48M.
State Street Financial Select Sector SPDR ETF made up 0.12% of Horizon Investments's portfolio in Q2 2026, its #144 holding.
Horizon Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 23 quarters since.
Horizon Investments's State Street Financial Select Sector SPDR ETF position peaked at $24.4M in Q1 2017.
1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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