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
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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Horizon Wealth Management's XLF Position: Q1 2025 in Review

Horizon Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 4,557 shares — an estimated $220K sold.

Horizon Wealth Management first reported a position in XLF in Q4 2021 and held it in 9 quarters. The position peaked at $6.52M in Q1 2022. 1,793 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

Horizon Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Horizon Wealth Management sold 4,557 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $220K.
Horizon Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 9 quarters.
Horizon Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $6.52M in Q1 2022.
1,793 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Horizon Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.