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
2018 Q3	–	Sell	-700,000	Closed	-$50.1M	–	296
2018 Q2	$50.1M	Buy	+700,000	New	+$51.9M	2.18%	11

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 $377B AUM 19.32% 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 $235B AUM 32.99% 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. 1,554 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.
1,554 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.