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

Howard Capital Management (New York)’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
2020 Q4	$1.43M	Buy	+17,772	New	+$1.37M	0.16%	45
2020 Q1	–	Sell	-56,580	Closed	-$3.55M	–	97
2019 Q4	$3.55M	Buy	56,580 +32,222	+132%	+$1.96M	0.44%	44
2019 Q3	$1.47M	Buy	24,358 +82	+0.3%	+$4.94K	0.21%	55
2019 Q2	$1.45M	Sell	24,276 -2,030	-8%	-$119K	0.2%	59
2019 Q1	$1.5M	Sell	26,306 -77,580	-75%	-$4.21M	0.21%	58
2018 Q4	$5.14M	Sell	103,886 -7,130	-6%	-$377K	0.85%	42
2018 Q3	$6.51M	Sell	111,016 -676	-0.6%	-$38.5K	0.87%	43
2018 Q2	$6.1M	Sell	111,692 -10,160	-8%	-$537K	0.88%	41
2018 Q1	$6.17M	Sell	121,852 -4,508	-4%	-$235K	0.9%	40
2017 Q4	$6.24M	Sell	126,360 -4,238	-3%	-$199K	0.92%	41
2017 Q3	$5.88M	Buy	130,598 +2,920	+2%	+$131K	0.91%	42
2017 Q2	$5.72M	Buy	127,678 +4,742	+4%	+$212K	0.9%	43
2017 Q1	$5.41M	Buy	122,936 +7,672	+7%	+$329K	0.9%	39
2016 Q4	$4.69M	Sell	115,264 -1,060	-0.9%	-$42.8K	0.83%	41
2016 Q3	$4.66M	Buy	116,324 +1,592	+1%	+$64.1K	0.85%	40
2016 Q2	$4.48M	Sell	114,732 -6,418	-5%	-$253K	0.86%	41
2016 Q1	$4.79M	Sell	121,150 -10,738	-8%	-$400K	0.94%	39
2015 Q4	$5.15M	Buy	131,888 +1,470	+1%	+$58.3K	1.01%	39
2015 Q3	$4.84M	Buy	130,418 +742	+0.6%	+$28.5K	0.99%	41
2015 Q2	$4.96M	Sell	129,676 -2,168	-2%	-$83K	0.94%	42
2015 Q1	$4.97M	Buy	131,844 +4,812	+4%	+$177K	0.96%	41
2014 Q4	$4.58M	Sell	127,032 -4,280	-3%	-$147K	0.88%	42
2014 Q3	$4.38M	Buy	131,312 +2,000	+2%	+$67.6K	0.87%	40
2014 Q2	$4.32M	Buy	129,312 +9,214	+8%	+$299K	0.85%	41
2014 Q1	$3.89M	Buy	120,098 +9,570	+9%	+$312K	0.77%	43
2013 Q4	$3.69M	Buy	110,528 +1,186	+1%	+$37.7K	0.76%	42
2013 Q3	$3.31M	Sell	109,342 -2,200	-2%	-$65.3K	0.81%	41
2013 Q2	$3.15M	Buy	+111,542	New	+$3.09M	0.82%	41

Other funds holding XLY

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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Howard Capital Management (New York) opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2020: 17,772 shares worth $1.43M. The stake represents 0.16% of the portfolio and ranks #45 among its holdings. This is a return to the name: Howard Capital Management (New York) previously reported a position in XLY as recently as Q4 2019.

Howard Capital Management (New York) first reported a position in XLY in Q2 2013 and has held it in 28 quarters since. The position peaked at $6.51M in Q3 2018. 952 funds tracked by Wall St. Rank hold XLY as of Q4 2020.

Howard Capital Management (New York) held 17,772 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.43M as of Q4 2020.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Howard Capital Management (New York) position in Q4 2020.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.16% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #45 holding.
Howard Capital Management (New York) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 28 quarters since.
Howard Capital Management (New York)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.51M in Q3 2018.
952 funds tracked by Wall St. Rank held State Street Consumer Discretionary 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.