Horizon Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.7M	Buy	115,462 +113,480	+5,726%	+$19M	2.74%	13
2025 Q4	$307K	Hold	1,982	–	–	0.05%	100
2025 Q3	$306K	Hold	1,982	–	–	0.04%	95
2025 Q2	$292K	Sell	1,982 -53	-3%	-$7.23K	0.05%	80
2025 Q1	$267K	Sell	2,035 -1,377	-40%	-$186K	0.05%	82
2024 Q4	$450K	Buy	3,412 +1,426	+72%	+$197K	0.08%	56
2024 Q3	$269K	Hold	1,986	–	–	0.05%	64
2024 Q2	$242K	Buy	1,986 +108	+6%	+$13.3K	0.06%	62
2024 Q1	$237K	Buy	1,878 +53	+3%	+$6.24K	0.06%	69
2023 Q4	$208K	Buy	+1,825	New	+$192K	0.06%	75
2022 Q2	–	Sell	-4,378	Closed	-$451K	–	123
2022 Q1	$451K	Hold	4,378	–	–	0.14%	58
2021 Q4	$463K	Buy	+4,378	New	+$455K	0.14%	60

Other funds holding XLI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Horizon Wealth Management's XLI Position: Q1 2026 in Review

Horizon Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5,726% in Q1 2026, buying an estimated $19M and bringing the position to 115,462 shares worth $18.7M. The position accounts for 2.74% of the portfolio, ranked #13.

Horizon Wealth Management first reported a position in XLI in Q4 2021 and has held it in 12 quarters since. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Horizon Wealth Management held 115,462 shares of State Street Industrial Select Sector SPDR ETF worth $18.7M as of Q1 2026.
Horizon Wealth Management bought 113,480 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $19M.
State Street Industrial Select Sector SPDR ETF made up 2.74% of Horizon Wealth Management's portfolio in Q1 2026, its #13 holding.
Horizon Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.