Howard Capital Management Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Sell	68,150 -312	-0.5%	-$46.4K	0.66%	30
2026 Q1	$10M	Buy	68,462 +951	+1%	+$147K	0.67%	32
2025 Q4	$10.5M	Buy	67,511 +706	+1%	+$106K	0.66%	31
2025 Q3	$9.3M	Buy	66,805 +10,832	+19%	+$1.47M	0.59%	32
2025 Q2	$7.54M	Buy	55,973 +79	+0.1%	+$10.7K	0.52%	32
2025 Q1	$8.16M	Buy	55,894 +557	+1%	+$80.9K	0.64%	30
2024 Q4	$7.61M	Buy	55,337 +221	+0.4%	+$32.3K	0.52%	33
2024 Q3	$8.49M	Buy	55,116 +1,741	+3%	+$264K	0.6%	32
2024 Q2	$7.78M	Buy	53,375 +1,637	+3%	+$235K	0.57%	32
2024 Q1	$7.64M	Sell	51,738 -412	-0.8%	-$59.1K	0.59%	33
2023 Q4	$7.11M	Sell	52,150 -448	-0.9%	-$58.3K	0.62%	32
2023 Q3	$6.77M	Buy	52,598 +995	+2%	+$132K	0.65%	32
2023 Q2	$6.85M	Buy	51,603 +1,321	+3%	+$174K	0.64%	32
2023 Q1	$6.51M	Buy	50,282 +412	+0.8%	+$53.8K	0.69%	31
2022 Q4	$6.78M	Sell	49,870 -1,241	-2%	-$164K	0.81%	30
2022 Q3	$6.19M	Sell	51,111 -37	-0.1%	-$4.77K	0.78%	31
2022 Q2	$6.56M	Sell	51,148 -146	-0.3%	-$19.1K	0.77%	31
2022 Q1	$7.03M	Buy	51,294 +120	+0.2%	+$15.9K	0.64%	34
2021 Q4	$7.21M	Buy	51,174 +395	+0.8%	+$52.4K	0.6%	35
2021 Q3	$6.46M	Buy	50,779 +55	+0.1%	+$7.27K	0.6%	36
2021 Q2	$6.39M	Buy	50,724 +780	+2%	+$95.6K	0.6%	36
2021 Q1	$5.83M	Buy	+49,944	New	+$5.77M	0.61%	37

Other funds holding XLV

FFA

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

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

LFS

Lighthouse Financial Services Brea, California $476M AUM

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Howard Capital Management Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.46% in Q2 2026, selling an estimated $46.4K and leaving 68,150 shares worth $10.8M. The position accounts for 0.66% of the portfolio, ranked #30.

Howard Capital Management Group first reported a position in XLV in Q1 2021 and has held it in 22 quarters since. 321 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Howard Capital Management Group held 68,150 shares of State Street Health Care Select Sector SPDR ETF worth $10.8M as of Q2 2026.
Howard Capital Management Group sold 312 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $46.4K.
State Street Health Care Select Sector SPDR ETF made up 0.66% of Howard Capital Management Group's portfolio in Q2 2026, its #30 holding.
Howard Capital Management Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
321 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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