Horizon Investments’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Horizon Investments’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.5M	Sell	89,459 -36,819	-29%	-$4.3M	0.11%	148
2026 Q1	$13.8M	Buy	126,278 +60,983	+93%	+$7.13M	0.15%	113
2025 Q4	$7.8M	Sell	65,295 -7,735	-11%	-$917K	0.1%	175
2025 Q3	$8.75M	Buy	73,030 +800	+1%	+$91.5K	0.12%	146
2025 Q2	$7.85M	Buy	72,230 +20,762	+40%	+$2.12M	0.12%	132
2025 Q1	$5.08M	Sell	51,468 -13,788	-21%	-$1.5M	0.15%	82
2024 Q4	$7.32M	Buy	65,256 +13,736	+27%	+$1.47M	0.21%	55
2024 Q3	$5.16M	Buy	51,520 +5,798	+13%	+$542K	0.14%	73
2024 Q2	$4.17M	Buy	45,722 +700	+2%	+$62.2K	0.12%	83
2024 Q1	$4.14M	Sell	45,022 -1,546	-3%	-$138K	0.11%	100
2023 Q4	$4.16M	Buy	46,568 +19,684	+73%	+$1.63M	0.12%	86
2023 Q3	$2.16M	Sell	26,884 -10,130	-27%	-$856K	0.07%	113
2023 Q2	$3.14M	Buy	37,014 +3,976	+12%	+$304K	0.09%	92
2023 Q1	$2.47M	Buy	33,038 +12,530	+61%	+$898K	0.07%	100
2022 Q4	$1.32M	Buy	20,508 +578	+3%	+$40.3K	0.04%	181
2022 Q3	$1.42M	Buy	19,930 +12,666	+174%	+$991K	0.04%	149
2022 Q2	$499K	Sell	7,264 -5,020	-41%	-$396K	0.02%	280
2022 Q1	$1.14M	Sell	12,284 -12,972	-51%	-$1.19M	0.03%	208
2021 Q4	$2.58M	Buy	25,256 +11,344	+82%	+$1.13M	0.08%	122
2021 Q3	$1.25M	Buy	13,912 +2,620	+23%	+$238K	0.03%	191
2021 Q2	$1.01M	Buy	+11,292	New	+$983K	0.03%	217
2015 Q2	–	Sell	-936,094	Closed	-$35.3M	–	128
2015 Q1	$35.3M	Buy	+936,094	New	+$34.4M	3.35%	11

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Horizon Investments's XLY Position: Q2 2026 in Review

Horizon Investments reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 29% in Q2 2026, selling an estimated $4.3M and leaving 89,459 shares worth $10.5M. The position accounts for 0.11% of the portfolio, ranked #148.

Horizon Investments first reported a position in XLY in Q1 2015 and has held it in 22 quarters since. The position peaked at $35.3M in Q1 2015. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Horizon Investments held 89,459 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $10.5M as of Q2 2026.
Horizon Investments sold 36,819 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $4.3M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of Horizon Investments's portfolio in Q2 2026, its #148 holding.
Horizon Investments first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and has held it in 22 quarters since.
Horizon Investments's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $35.3M in Q1 2015.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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