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Horizon Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Horizon Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-320,712
Closed -$14.7M – 158
2026
Q1 		$14.7M Buy
+320,712
New +$14.4M 2.16% 20

Other funds holding XLU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

Horizon Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 320,712 shares — an estimated $14.7M sold.

Horizon Wealth Management first reported a position in XLU in Q1 2026 and held it in 1 quarter. The position peaked at $14.7M in Q1 2026. 1,367 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Horizon Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Horizon Wealth Management sold 320,712 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $14.7M.
  • Horizon Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Horizon Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $14.7M in Q1 2026.
  • 1,367 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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