Horizon Investments’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Horizon Investments’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.2M	Buy	114,613 +59,875	+109%	+$10.4M	0.23%	77
2026 Q1	$8.85M	Buy	54,738 +27,568	+101%	+$4.63M	0.1%	174
2025 Q4	$4.21M	Buy	27,170 +1,882	+7%	+$290K	0.05%	279
2025 Q3	$3.9M	Buy	25,288 +3,004	+13%	+$455K	0.05%	279
2025 Q2	$3.29M	Sell	22,284 -8,404	-27%	-$1.15M	0.05%	266
2025 Q1	$4.02M	Buy	30,688 +2,916	+10%	+$394K	0.12%	107
2024 Q4	$3.66M	Sell	27,772 -3,258	-10%	-$449K	0.11%	115
2024 Q3	$4.2M	Buy	31,030 +7,051	+29%	+$896K	0.11%	93
2024 Q2	$2.92M	Sell	23,979 -2,416	-9%	-$298K	0.08%	124
2024 Q1	$3.32M	Buy	26,395 +3,892	+17%	+$458K	0.09%	111
2023 Q4	$2.57M	Buy	22,503 +2,282	+11%	+$240K	0.07%	120
2023 Q3	$2.05M	Buy	20,221 +141	+0.7%	+$15.1K	0.06%	117
2023 Q2	$2.15M	Buy	20,080 +6,058	+43%	+$610K	0.06%	118
2023 Q1	$1.42M	Buy	14,022 +3,009	+27%	+$303K	0.04%	141
2022 Q4	$1.08M	Buy	11,013 +1,817	+20%	+$173K	0.03%	206
2022 Q3	$762K	Sell	9,196 -3,604	-28%	-$332K	0.02%	261
2022 Q2	$1.12M	Sell	12,800 -2,283	-15%	-$215K	0.04%	171
2022 Q1	$1.55M	Buy	15,083 +5,362	+55%	+$545K	0.04%	175
2021 Q4	$1.03M	Buy	9,721 +636	+7%	+$66.1K	0.03%	202
2021 Q3	$889K	Buy	9,085 +2,753	+43%	+$283K	0.02%	223
2021 Q2	$648K	Buy	+6,332	New	+$649K	0.02%	279
2016 Q3	–	Sell	-44,521	Closed	-$2.49M	–	152
2016 Q2	$2.49M	Buy	+44,521	New	+$2.48M	0.19%	45
2015 Q4	–	Sell	-1,795,548	Closed	-$89.6M	–	114
2015 Q3	$89.6M	Buy	+1,795,548	New	+$94.6M	8.28%	3

Other funds holding XLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Horizon Investments's XLI Position: Q2 2026 in Review

Horizon Investments increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 109% in Q2 2026, buying an estimated $10.4M and bringing the position to 114,613 shares worth $21.2M. The position accounts for 0.23% of the portfolio, ranked #77.

Horizon Investments first reported a position in XLI in Q3 2015 and has held it in 23 quarters since. The position peaked at $89.6M in Q3 2015. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Horizon Investments held 114,613 shares of State Street Industrial Select Sector SPDR ETF worth $21.2M as of Q2 2026.
Horizon Investments bought 59,875 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $10.4M.
State Street Industrial Select Sector SPDR ETF made up 0.23% of Horizon Investments's portfolio in Q2 2026, its #77 holding.
Horizon Investments first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2015 and has held it in 23 quarters since.
Horizon Investments's State Street Industrial Select Sector SPDR ETF position peaked at $89.6M in Q3 2015.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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