HORIZON FINANCIAL SERVICES, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1674020
WINSTON SALEM, NC
Position in XLB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,152,608
+$169,919 QoQ
Shares Held
23,066
+6.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,152,608 | 23,066 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $982,689 | 21,669 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $848,253 | 9,465 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,226,091 | 13,963 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $898,147 | 10,446 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $847,710 | 10,075 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $365,183 | 3,789 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $320,476 | 3,629 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $336,819 | 3,626 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $230,188 | 2,691 | Shares | Sole | 2024-02-15 | |
| 2022-12-31 | $395,779 | 5,095 | Shares | Sole | 2023-01-18 | |
| 2021-12-31 | $124,045 | 1,369 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $84,410 | 1,067 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $68,399 | 831 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||