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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$42.6M Buy
230,058
+114,596
+99% +$19.9M 5.43% 4
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

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

Horizon Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 99% in Q2 2026, buying an estimated $19.9M and bringing the position to 230,058 shares worth $42.6M. The position accounts for 5.43% of the portfolio, ranked #4.

Horizon Wealth Management first reported a position in XLI in Q4 2021 and has held it in 13 quarters since. 1,658 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Horizon Wealth Management held 230,058 shares of State Street Industrial Select Sector SPDR ETF worth $42.6M as of Q2 2026.
  • Horizon Wealth Management bought 114,596 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $19.9M.
  • State Street Industrial Select Sector SPDR ETF made up 5.43% of Horizon Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Horizon Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
  • 1,658 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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