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Horizon Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Horizon Wealth Management’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.3M Buy
+340,689
New +$17.5M 2.21% 17

Other funds holding XLB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Horizon Wealth Management's XLB Position: Q2 2026 in Review

Horizon Wealth Management opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 340,689 shares worth $17.3M. The stake represents 2.21% of the portfolio and ranks #17 among its holdings.

515 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • Horizon Wealth Management held 340,689 shares of State Street Materials Select Sector SPDR ETF worth $17.3M as of Q2 2026.
  • State Street Materials Select Sector SPDR ETF was a new Horizon Wealth Management position in Q2 2026.
  • State Street Materials Select Sector SPDR ETF made up 2.21% of Horizon Wealth Management's portfolio in Q2 2026, its #17 holding.
  • 515 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.