Horizon Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$320K	Hold	2,730	–	–	0.04%	117
2026 Q1	$298K	Hold	2,730	–	–	0.04%	108
2025 Q4	$326K	Hold	2,730	–	–	0.05%	97
2025 Q3	$327K	Hold	2,730	–	–	0.05%	94
2025 Q2	$297K	Sell	2,730 -314	-10%	-$32.1K	0.05%	79
2025 Q1	$301K	Sell	3,044 -112,404	-97%	-$12.2M	0.05%	75
2024 Q4	$13M	Buy	115,448 +112,608	+3,965%	+$12M	2.25%	14
2024 Q3	$285K	Hold	2,840	–	–	0.06%	61
2024 Q2	$259K	Hold	2,840	–	–	0.06%	59
2024 Q1	$261K	Sell	2,840 -524	-16%	-$46.7K	0.07%	63
2023 Q4	$301K	Sell	3,364 -204	-6%	-$16.9K	0.08%	55
2023 Q3	$287K	Hold	3,568	–	–	0.12%	52
2023 Q2	$303K	Sell	3,568 -436	-11%	-$33.4K	0.12%	55
2023 Q1	$299K	Hold	4,004	–	–	0.22%	50
2022 Q4	$259K	Sell	4,004 -1,948	-33%	-$136K	0.21%	54
2022 Q3	$424K	Sell	5,952 -3,494	-37%	-$273K	0.31%	33
2022 Q2	$649K	Sell	9,446 -6,944	-42%	-$547K	0.27%	46
2022 Q1	$1.52M	Sell	16,390 -26	-0.2%	-$2.38K	0.47%	28
2021 Q4	$1.68M	Buy	+16,416	New	+$1.64M	0.49%	28

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Horizon Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,730 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #117.

Horizon Wealth Management first reported a position in XLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $13M in Q4 2024. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Horizon Wealth Management held 2,730 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $320K as of Q2 2026.
Horizon Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Horizon Wealth Management's portfolio in Q2 2026, its #117 holding.
Horizon Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Horizon Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $13M in Q4 2024.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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