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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Horizon Investments's XLF Position: Q1 2026 in Review

Horizon Investments increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 82% in Q1 2026, buying an estimated $7.55M and bringing the position to 321,962 shares worth $15.9M. The position accounts for 0.18% of the portfolio, ranked #92.

Horizon Investments first reported a position in XLF in Q2 2013 and has held it in 22 quarters since. The position peaked at $24.4M in Q1 2017. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Horizon Investments held 321,962 shares of State Street Financial Select Sector SPDR ETF worth $15.9M as of Q1 2026.
Horizon Investments bought 144,909 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $7.55M.
State Street Financial Select Sector SPDR ETF made up 0.18% of Horizon Investments's portfolio in Q1 2026, its #92 holding.
Horizon Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 22 quarters since.
Horizon Investments's State Street Financial Select Sector SPDR ETF position peaked at $24.4M in Q1 2017.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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