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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-2,340,000
Closed -$69.8M 557
2019
Q2
$69.8M Buy
2,340,000
+1,540,000
+193% +$45.2M 1.94% 15
2019
Q1
$23.3M Buy
+800,000
New +$22.2M 0.83% 26

Other funds holding XLU

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. 1,589 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.
  • 1,589 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.