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 Q2	$16.2K	Hold	151	–	–	﹤0.01%	430
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Costello Asset Management's XLC Position: Q2 2026 in Review

Costello Asset Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 151 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Costello Asset Management first reported a position in XLC in Q2 2021 and has held it in 11 quarters since. The position peaked at $17.8K in Q3 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Costello Asset Management held 151 shares of State Street Communication Services Select Sector SPDR ETF worth $16.2K as of Q2 2026.
Costello Asset Management left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #430 holding.
Costello Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and has held it in 11 quarters since.
Costello Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $17.8K in Q3 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.