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

Howard Capital Management’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
2026 Q1	–	Sell	-24,828	Closed	-$1.06M	–	429
2025 Q4	$1.06M	Buy	24,828 +938	+4%	+$41.5K	0.01%	239
2025 Q3	$1.04M	Sell	23,890 -638	-3%	-$27K	0.01%	229
2025 Q2	$1M	Buy	+24,528	New	+$977K	0.02%	225

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Howard Capital Management's XLU Position: Q1 2026 in Review

Howard Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 24,828 shares — an estimated $1.06M sold.

Howard Capital Management first reported a position in XLU in Q2 2025 and held it in 3 quarters. The position peaked at $1.06M in Q4 2025. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Howard Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Howard Capital Management sold 24,828 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.06M.
Howard Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and held it in 3 quarters.
Howard Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.06M in Q4 2025.
1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Howard Capital Management's 13F filing for Q1 2026, filed 5 May 2026.