Howard Capital Management Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Howard Capital Management Group’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	$3.91M	Sell	33,312 -154	-0.5%	-$18K	0.24%	38
2026 Q1	$3.65M	Sell	33,466 -138	-0.4%	-$16.1K	0.24%	40
2025 Q4	$4.01M	Sell	33,604 -510	-1%	-$60.5K	0.25%	36
2025 Q3	$4.09M	Sell	34,114 -1,676	-5%	-$192K	0.26%	37
2025 Q2	$3.89M	Sell	35,790 -274	-0.8%	-$28K	0.27%	36
2025 Q1	$3.56M	Sell	36,064 -3,128	-8%	-$339K	0.28%	35
2024 Q4	$4.4M	Sell	39,192 -1,288	-3%	-$138K	0.3%	36
2024 Q3	$4.06M	Sell	40,480 -9,724	-19%	-$909K	0.28%	36
2024 Q2	$4.58M	Buy	50,204 +232	+0.5%	+$20.6K	0.34%	36
2024 Q1	$4.59M	Sell	49,972 -1,634	-3%	-$146K	0.35%	37
2023 Q4	$4.61M	Sell	51,606 -2,570	-5%	-$213K	0.4%	36
2023 Q3	$4.36M	Sell	54,176 -1,396	-3%	-$118K	0.42%	36
2023 Q2	$4.72M	Sell	55,572 -1,112	-2%	-$85.1K	0.44%	36
2023 Q1	$4.24M	Sell	56,684 -2,302	-4%	-$165K	0.45%	35
2022 Q4	$3.81M	Buy	58,986 +1,460	+3%	+$102K	0.46%	35
2022 Q3	$4.1M	Buy	57,526 +170	+0.3%	+$13.3K	0.52%	36
2022 Q2	$3.94M	Buy	57,356 +892	+2%	+$70.3K	0.46%	37
2022 Q1	$5.22M	Buy	56,464 +1,852	+3%	+$170K	0.48%	38
2021 Q4	$5.58M	Buy	54,612 +1,128	+2%	+$112K	0.46%	38
2021 Q3	$4.8M	Buy	53,484 +792	+2%	+$71.9K	0.44%	39
2021 Q2	$4.7M	Buy	52,692 +2,470	+5%	+$215K	0.44%	39
2021 Q1	$4.22M	Buy	+50,222	New	+$4.18M	0.44%	40

Other funds holding XLY

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 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

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

Howard Capital Management Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.46% in Q2 2026, selling an estimated $18K and leaving 33,312 shares worth $3.91M. The position accounts for 0.24% of the portfolio, ranked #38.

Howard Capital Management Group first reported a position in XLY in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.58M in Q4 2021. 235 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Howard Capital Management Group held 33,312 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.91M as of Q2 2026.
Howard Capital Management Group sold 154 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $18K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.24% of Howard Capital Management Group's portfolio in Q2 2026, its #38 holding.
Howard Capital Management Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Howard Capital Management Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.58M in Q4 2021.
235 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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