Horizon Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Horizon Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.2M	Buy	+562,980	New	+$29.3M	3.85%	8
2025 Q1	–	Sell	-4,557	Closed	-$220K	–	110
2024 Q4	$220K	Sell	4,557 -38,562	-89%	-$1.86M	0.04%	85
2024 Q3	$1.95M	Sell	43,119 -398	-0.9%	-$17.4K	0.39%	25
2024 Q2	$1.79M	Buy	+43,517	New	+$1.79M	0.43%	22
2023 Q2	–	Sell	-9,523	Closed	-$306K	–	86
2023 Q1	$306K	Hold	9,523	–	–	0.23%	48
2022 Q4	$326K	Buy	9,523 +2,797	+42%	+$94.6K	0.27%	38
2022 Q3	$204K	Sell	6,726 -2,955	-31%	-$97.7K	0.15%	64
2022 Q2	$304K	Sell	9,681 -160,418	-94%	-$5.54M	0.13%	74
2022 Q1	$6.52M	Buy	170,099 +49,210	+41%	+$1.92M	2.03%	15
2021 Q4	$4.72M	Buy	+120,889	New	+$4.75M	1.38%	17

Other funds holding XLF

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Horizon Wealth Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 562,980 shares worth $30.2M. The stake represents 3.85% of the portfolio and ranks #8 among its holdings. This is a return to the name: Horizon Wealth Management previously reported a position in XLF as recently as Q4 2024.

Horizon Wealth Management first reported a position in XLF in Q4 2021 and has held it in 10 quarters since. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Horizon Wealth Management held 562,980 shares of State Street Financial Select Sector SPDR ETF worth $30.2M as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Horizon Wealth Management position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 3.85% of Horizon Wealth Management's portfolio in Q2 2026, its #8 holding.
Horizon Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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