Howard Capital Management (New York)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Howard Capital Management (New York)’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$4.83M	Sell	71,639 -9,419	-12%	-$622K	0.54%	37
2020 Q3	$5.2M	Buy	81,058 +512	+0.6%	+$32.3K	0.66%	36
2020 Q2	$4.72M	Buy	80,546 +1,826	+2%	+$107K	0.63%	35
2020 Q1	$4.29M	Sell	78,720 -2,384	-3%	-$145K	0.73%	34
2019 Q4	$5.11M	Sell	81,104 -7,718	-9%	-$475K	0.64%	41
2019 Q3	$5.46M	Sell	88,822 -2,409	-3%	-$145K	0.78%	38
2019 Q2	$5.3M	Buy	91,231 +531	+0.6%	+$30.4K	0.72%	41
2019 Q1	$5.09M	Buy	90,700 +9,973	+12%	+$533K	0.72%	42
2018 Q4	$4.1M	Sell	80,727 -749	-0.9%	-$40.6K	0.68%	44
2018 Q3	$4.39M	Buy	81,476 +2,867	+4%	+$154K	0.59%	46
2018 Q2	$4.05M	Buy	78,609 +10,311	+15%	+$524K	0.58%	45
2018 Q1	$3.6M	Buy	68,298 +7,666	+13%	+$422K	0.52%	45
2017 Q4	$3.45M	Buy	60,632 +796	+1%	+$43.7K	0.51%	45
2017 Q3	$3.23M	Sell	59,836 -324	-0.5%	-$17.8K	0.5%	47
2017 Q2	$3.31M	Buy	60,160 +5,261	+10%	+$292K	0.52%	48
2017 Q1	$3M	Buy	54,899 +10,001	+22%	+$538K	0.5%	45
2016 Q4	$2.32M	Buy	44,898 +4,041	+10%	+$209K	0.41%	48
2016 Q3	$2.17M	Buy	40,857 +3,936	+11%	+$214K	0.4%	48
2016 Q2	$2.04M	Sell	36,921 -2,139	-5%	-$114K	0.39%	48
2016 Q1	$2.07M	Sell	39,060 -2,894	-7%	-$147K	0.41%	48
2015 Q4	$2.12M	Buy	41,954 +1,481	+4%	+$73.6K	0.42%	48
2015 Q3	$1.91M	Buy	40,473 +741	+2%	+$36K	0.39%	51
2015 Q2	$1.89M	Buy	39,732 +1,021	+3%	+$49.9K	0.36%	52
2015 Q1	$1.89M	Sell	38,711 -809	-2%	-$39.7K	0.36%	52
2014 Q4	$1.92M	Sell	39,520 -635	-2%	-$30.1K	0.37%	52
2014 Q3	$1.81M	Buy	40,155 +295	+0.7%	+$13.2K	0.36%	52
2014 Q2	$1.78M	Sell	39,860 -8,760	-18%	-$388K	0.35%	52
2014 Q1	$2.09M	Buy	48,620 +4,130	+9%	+$173K	0.41%	50
2013 Q4	$1.91M	Sell	44,490 -5,670	-11%	-$239K	0.39%	50
2013 Q3	$2M	Buy	50,160 +3,855	+8%	+$157K	0.49%	48
2013 Q2	$1.84M	Buy	+46,305	New	+$1.88M	0.48%	49

Other funds holding XLP

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Howard Capital Management (New York)'s XLP Position: Q4 2020 in Review

Howard Capital Management (New York) reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 12% in Q4 2020, selling an estimated $622K and leaving 71,639 shares worth $4.83M. The position accounts for 0.54% of the portfolio, ranked #37.

Howard Capital Management (New York) first reported a position in XLP in Q2 2013 and has held it in 31 quarters since. The position peaked at $5.46M in Q3 2019. 863 funds tracked by Wall St. Rank hold XLP as of Q4 2020.

Howard Capital Management (New York) held 71,639 shares of State Street Consumer Staples Select Sector SPDR ETF worth $4.83M as of Q4 2020.
Howard Capital Management (New York) sold 9,419 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2020, an estimated $622K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.54% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #37 holding.
Howard Capital Management (New York) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 31 quarters since.
Howard Capital Management (New York)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.46M in Q3 2019.
863 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2020, filed 2 Feb 2021.