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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Horizon Investments's XLY Position: Q1 2026 in Review

Horizon Investments increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 93% in Q1 2026, buying an estimated $7.13M and bringing the position to 126,278 shares worth $13.8M. The position accounts for 0.15% of the portfolio, ranked #113.

Horizon Investments first reported a position in XLY in Q1 2015 and has held it in 21 quarters since. The position peaked at $35.3M in Q1 2015. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Horizon Investments held 126,278 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $13.8M as of Q1 2026.
  • Horizon Investments bought 60,983 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $7.13M.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.15% of Horizon Investments's portfolio in Q1 2026, its #113 holding.
  • Horizon Investments first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and has held it in 21 quarters since.
  • Horizon Investments's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $35.3M in Q1 2015.
  • 1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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