Howard Capital Management Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Howard Capital Management Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.72M	Sell	32,074 -180	-0.6%	-$9.36K	0.11%	48
2026 Q1	$1.59M	Sell	32,254 -1,404	-4%	-$73.2K	0.11%	47
2025 Q4	$1.84M	Sell	33,658 -300	-0.9%	-$16K	0.12%	45
2025 Q3	$1.83M	Sell	33,958 -1,090	-3%	-$57.8K	0.12%	47
2025 Q2	$1.84M	Sell	35,048 -274	-0.8%	-$13.6K	0.13%	42
2025 Q1	$1.76M	Sell	35,322 -1,214	-3%	-$60.9K	0.14%	42
2024 Q4	$1.77M	Sell	36,536 -930	-2%	-$45K	0.12%	45
2024 Q3	$1.7M	Sell	37,466 -3,559	-9%	-$155K	0.12%	48
2024 Q2	$1.69M	Sell	41,025 -950	-2%	-$39.1K	0.12%	49
2024 Q1	$1.77M	Sell	41,975 -1,050	-2%	-$41.5K	0.14%	48
2023 Q4	$1.62M	Sell	43,025 -234	-0.5%	-$8.1K	0.14%	46
2023 Q3	$1.43M	Sell	43,259 -448	-1%	-$15.4K	0.14%	48
2023 Q2	$1.47M	Sell	43,707 -333	-0.8%	-$10.9K	0.14%	49
2023 Q1	$1.42M	Sell	44,040 -639	-1%	-$22.2K	0.15%	47
2022 Q4	$1.53M	Sell	44,679 -3,040	-6%	-$103K	0.18%	43
2022 Q3	$1.45M	Sell	47,719 -1,374	-3%	-$45.4K	0.18%	43
2022 Q2	$1.54M	Sell	49,093 -1,315	-3%	-$45.4K	0.18%	43
2022 Q1	$1.93M	Sell	50,408 -915	-2%	-$35.8K	0.18%	45
2021 Q4	$2M	Sell	51,323 -2,560	-5%	-$101K	0.17%	44
2021 Q3	$2.02M	Sell	53,883 -8,597	-14%	-$322K	0.19%	44
2021 Q2	$2.29M	Sell	62,480 -116,728	-65%	-$4.27M	0.22%	43
2021 Q1	$6.1M	Buy	+179,208	New	+$5.76M	0.64%	36

Other funds holding XLF

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Howard Capital Management Group's XLF Position: Q2 2026 in Review

Howard Capital Management Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.56% in Q2 2026, selling an estimated $9.36K and leaving 32,074 shares worth $1.72M. The position accounts for 0.11% of the portfolio, ranked #48.

Howard Capital Management Group first reported a position in XLF in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.1M in Q1 2021. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Howard Capital Management Group held 32,074 shares of State Street Financial Select Sector SPDR ETF worth $1.72M as of Q2 2026.
Howard Capital Management Group sold 180 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $9.36K.
State Street Financial Select Sector SPDR ETF made up 0.11% of Howard Capital Management Group's portfolio in Q2 2026, its #48 holding.
Howard Capital Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Howard Capital Management Group's State Street Financial Select Sector SPDR ETF position peaked at $6.1M in Q1 2021.
341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.