Horizon Investments’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Horizon Investments’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.9M	Sell	219,763 -239,495	-52%	-$40.9M	0.46%	39
2026 Q1	$61M	Buy	459,258 +262,273	+133%	+$37M	0.68%	27
2025 Q4	$28.4M	Buy	196,985 +30,175	+18%	+$4.36M	0.36%	50
2025 Q3	$23.5M	Buy	166,810 +20,550	+14%	+$2.72M	0.31%	61
2025 Q2	$18.5M	Buy	146,260 +14,516	+11%	+$1.61M	0.29%	58
2025 Q1	$13.6M	Buy	131,744 +10,980	+9%	+$1.24M	0.41%	40
2024 Q4	$14M	Buy	120,764 +5,468	+5%	+$636K	0.4%	39
2024 Q3	$13M	Sell	115,296 -2,242	-2%	-$246K	0.35%	36
2024 Q2	$13.3M	Buy	117,538 +10,728	+10%	+$1.13M	0.37%	40
2024 Q1	$11.1M	Buy	106,810 +18,334	+21%	+$1.85M	0.29%	45
2023 Q4	$8.51M	Sell	88,476 -6,516	-7%	-$580K	0.24%	55
2023 Q3	$7.79M	Sell	94,992 -244	-0.3%	-$20.9K	0.24%	57
2023 Q2	$8.28M	Buy	95,236 +15,448	+19%	+$1.22M	0.24%	51
2023 Q1	$6.02M	Sell	79,788 -3,144	-4%	-$216K	0.18%	62
2022 Q4	$5.16M	Buy	82,932 +34,912	+73%	+$2.22M	0.15%	72
2022 Q3	$2.85M	Buy	48,020 +9,198	+24%	+$628K	0.09%	88
2022 Q2	$2.47M	Sell	38,822 -11,126	-22%	-$775K	0.08%	96
2022 Q1	$3.97M	Buy	49,948 +3,200	+7%	+$251K	0.11%	91
2021 Q4	$4.06M	Buy	46,748 +4,048	+9%	+$333K	0.12%	91
2021 Q3	$3.19M	Sell	42,700 -1,684	-4%	-$130K	0.08%	110
2021 Q2	$3.28M	Buy	+44,384	New	+$3.11M	0.1%	103

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Horizon Investments's XLK Position: Q2 2026 in Review

Horizon Investments reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 52% in Q2 2026, selling an estimated $40.9M and leaving 219,763 shares worth $41.9M. The position accounts for 0.46% of the portfolio, ranked #39.

Horizon Investments first reported a position in XLK in Q2 2021 and has held it in 21 quarters since. The position peaked at $61M in Q1 2026. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Horizon Investments held 219,763 shares of State Street Technology Select Sector SPDR ETF worth $41.9M as of Q2 2026.
Horizon Investments sold 239,495 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $40.9M.
State Street Technology Select Sector SPDR ETF made up 0.46% of Horizon Investments's portfolio in Q2 2026, its #39 holding.
Horizon Investments first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Horizon Investments's State Street Technology Select Sector SPDR ETF position peaked at $61M in Q1 2026.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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