Costello Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Costello Asset Management’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.7K	Hold	151	–	–	0.01%	416
2025 Q4	$17.7K	Buy	151 +1	+0.7%	+$115	0.01%	391
2025 Q3	$17.8K	Buy	+150	New	+$16.7K	0.01%	387
2023 Q1	–	Sell	-83	Closed	-$3.98K	–	220
2022 Q4	$3.98K	Hold	83	–	–	﹤0.01%	175
2022 Q3	$4K	Hold	83	–	–	﹤0.01%	184
2022 Q2	$5K	Hold	83	–	–	﹤0.01%	189
2022 Q1	$6K	Hold	83	–	–	﹤0.01%	190
2021 Q4	$6K	Hold	83	–	–	﹤0.01%	190
2021 Q3	$7K	Hold	83	–	–	﹤0.01%	183
2021 Q2	$7K	Buy	+83	New	+$6.46K	﹤0.01%	186

Other funds holding XLC

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott

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