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 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 $1.37T AUM 24.88% 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

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

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

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

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

MMH

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Horizon Investments's XLI Position: Q1 2026 in Review

Horizon Investments increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 101% in Q1 2026, buying an estimated $4.63M and bringing the position to 54,738 shares worth $8.85M. The position accounts for 0.1% of the portfolio, ranked #174.

Horizon Investments first reported a position in XLI in Q3 2015 and has held it in 22 quarters since. The position peaked at $89.6M in Q3 2015. 1,560 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Horizon Investments held 54,738 shares of State Street Industrial Select Sector SPDR ETF worth $8.85M as of Q1 2026.
Horizon Investments bought 27,568 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $4.63M.
State Street Industrial Select Sector SPDR ETF made up 0.1% of Horizon Investments's portfolio in Q1 2026, its #174 holding.
Horizon Investments first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2015 and has held it in 22 quarters since.
Horizon Investments's State Street Industrial Select Sector SPDR ETF position peaked at $89.6M in Q3 2015.
1,560 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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