Horizon Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Horizon Investments’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.58M	Buy	187,032 +117,195	+168%	+$5.26M	0.1%	180
2025 Q4	$2.98M	Buy	69,837 +21,933	+46%	+$971K	0.04%	367
2025 Q3	$2.09M	Buy	47,904 +16,570	+53%	+$701K	0.03%	458
2025 Q2	$1.28M	Sell	31,334 -28,182	-47%	-$1.12M	0.02%	506
2025 Q1	$2.35M	Buy	59,516 +20,284	+52%	+$793K	0.07%	175
2024 Q4	$1.48M	Buy	39,232 +4,888	+14%	+$194K	0.04%	226
2024 Q3	$1.39M	Buy	34,344 +2,174	+7%	+$80.7K	0.04%	224
2024 Q2	$1.1M	Buy	32,170 +7,962	+33%	+$273K	0.03%	247
2024 Q1	$795K	Buy	24,208 +7,850	+48%	+$245K	0.02%	280
2023 Q4	$518K	Sell	16,358 -12,404	-43%	-$379K	0.01%	333
2023 Q3	$847K	Buy	28,762 +2,844	+11%	+$91.7K	0.03%	195
2023 Q2	$848K	Buy	25,918 +11,124	+75%	+$375K	0.02%	208
2023 Q1	$501K	Sell	14,794 -8,282	-36%	-$281K	0.01%	288
2022 Q4	$813K	Buy	23,076 +8,826	+62%	+$300K	0.02%	270
2022 Q3	$467K	Buy	14,250 +1,536	+12%	+$56.3K	0.01%	336
2022 Q2	$446K	Sell	12,714 -5,032	-28%	-$182K	0.01%	304
2022 Q1	$661K	Buy	17,746 +4,124	+30%	+$143K	0.02%	291
2021 Q4	$488K	Sell	13,622 -4,828	-26%	-$163K	0.01%	332
2021 Q3	$589K	Buy	18,450 +9,578	+108%	+$320K	0.02%	288
2021 Q2	$280K	Buy	+8,872	New	+$290K	0.01%	403
2016 Q3	–	Sell	-152,020	Closed	-$3.99M	–	153
2016 Q2	$3.99M	Buy	152,020 +59,766	+65%	+$1.47M	0.3%	32
2016 Q1	$2.29M	Buy	+92,254	New	+$2.13M	0.18%	45

Other funds holding XLU

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Horizon Investments's XLU Position: Q1 2026 in Review

Horizon Investments increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 168% in Q1 2026, buying an estimated $5.26M and bringing the position to 187,032 shares worth $8.58M. The position accounts for 0.1% of the portfolio, ranked #180.

Horizon Investments first reported a position in XLU in Q1 2016 and has held it in 22 quarters since. 1,595 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Horizon Investments held 187,032 shares of State Street Utilities Select Sector SPDR ETF worth $8.58M as of Q1 2026.
Horizon Investments bought 117,195 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $5.26M.
State Street Utilities Select Sector SPDR ETF made up 0.1% of Horizon Investments's portfolio in Q1 2026, its #180 holding.
Horizon Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 22 quarters since.
1,595 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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