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

Howland Capital Management’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	$217K	Buy	+1,847	New	+$216K	0.01%	270
2025 Q4	–	Sell	-2,104	Closed	-$252K	–	285
2025 Q3	$252K	Sell	2,104 -812	-28%	-$92.9K	0.01%	255
2025 Q2	$317K	Sell	2,916 -428	-13%	-$43.8K	0.01%	232
2025 Q1	$330K	Sell	3,344 -170	-5%	-$18.4K	0.01%	224
2024 Q4	$394K	Sell	3,514 -10	-0.3%	-$1.07K	0.02%	227
2024 Q3	$353K	Sell	3,524 -80	-2%	-$7.48K	0.02%	234
2024 Q2	$329K	Sell	3,604 -146	-4%	-$13K	0.02%	226
2024 Q1	$345K	Buy	+3,750	New	+$334K	0.02%	219

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Howland Capital Management's XLY Position: Q2 2026 in Review

Howland Capital Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,847 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Howland Capital Management previously reported a position in XLY as recently as Q3 2025.

Howland Capital Management first reported a position in XLY in Q1 2024 and has held it in 8 quarters since. The position peaked at $394K in Q4 2024. 454 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Howland Capital Management held 1,847 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $217K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Howland Capital Management position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Howland Capital Management's portfolio in Q2 2026, its #270 holding.
Howland Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
Howland Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $394K in Q4 2024.
454 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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