Howard Capital Management Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Howard Capital Management Group’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
2025 Q4	–	Sell	-7,540	Closed	-$329K	–	147
2025 Q3	$329K	Sell	7,540 -2,030	-21%	-$85.9K	0.02%	107
2025 Q2	$391K	Sell	9,570 -1,280	-12%	-$51K	0.03%	94
2025 Q1	$428K	Sell	10,850 -52,902	-83%	-$2.07M	0.03%	84
2024 Q4	$2.41M	Sell	63,752 -1,452	-2%	-$57.6K	0.17%	43
2024 Q3	$2.63M	Buy	65,204 +24,096	+59%	+$894K	0.19%	40
2024 Q2	$1.4M	Buy	41,108 +6,852	+20%	+$235K	0.1%	50
2024 Q1	$1.12M	Buy	34,256 +4,808	+16%	+$150K	0.09%	55
2023 Q4	$932K	Buy	29,448 +5,318	+22%	+$163K	0.08%	55
2023 Q3	$711K	Buy	24,130 +4,862	+25%	+$157K	0.07%	57
2023 Q2	$630K	Buy	19,268 +9,672	+101%	+$326K	0.06%	63
2023 Q1	$325K	Buy	+9,596	New	+$325K	0.03%	85

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Howard Capital Management Group's XLU Position: Q4 2025 in Review

Howard Capital Management Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 7,540 shares — an estimated $329K sold.

Howard Capital Management Group first reported a position in XLU in Q1 2023 and held it in 11 quarters. The position peaked at $2.63M in Q3 2024. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Howard Capital Management Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Howard Capital Management Group sold 7,540 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $329K.
Howard Capital Management Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and held it in 11 quarters.
Howard Capital Management Group's State Street Utilities Select Sector SPDR ETF position peaked at $2.63M in Q3 2024.
1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Howard Capital Management Group's 13F filing for Q4 2025, filed 16 Jan 2026.