Costello Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.27K	Hold	127	–	–	﹤0.01%	534
2025 Q4	$6.96K	Hold	127	–	–	﹤0.01%	506
2025 Q3	$6.84K	Hold	127	–	–	﹤0.01%	507
2025 Q2	$6.65K	Hold	127	–	–	﹤0.01%	518
2025 Q1	$6.33K	Hold	127	–	–	﹤0.01%	507
2024 Q4	$6.14K	Hold	127	–	–	﹤0.01%	162
2024 Q3	$5.76K	Hold	127	–	–	﹤0.01%	164
2024 Q2	$5.22K	Hold	127	–	–	﹤0.01%	149
2024 Q1	$5.35K	Hold	127	–	–	﹤0.01%	159
2023 Q4	$4.78K	Hold	127	–	–	﹤0.01%	158
2023 Q3	$4.21K	Hold	127	–	–	﹤0.01%	167
2023 Q2	$4.28K	Sell	127 -8,567	-99%	-$280K	﹤0.01%	165
2023 Q1	$280K	Buy	8,694 +3,536	+69%	+$123K	0.29%	50
2022 Q4	$176K	Sell	5,158 -2,400	-32%	-$81.2K	0.16%	56
2022 Q3	$229K	Sell	7,558 -1,405	-16%	-$46.4K	0.22%	55
2022 Q2	$282K	Sell	8,963 -1,189	-12%	-$41.1K	0.24%	50
2022 Q1	$389K	Buy	10,152 +2,230	+28%	+$87.2K	0.27%	50
2021 Q4	$309K	Buy	7,922 +1,542	+24%	+$60.6K	0.19%	58
2021 Q3	$239K	Hold	6,380	–	–	0.15%	59
2021 Q2	$234K	Sell	6,380 -245	-4%	-$8.96K	0.15%	60
2021 Q1	$226K	Sell	6,625 -300	-4%	-$9.64K	0.16%	63
2020 Q4	$204K	Sell	6,925 -300	-4%	-$8.03K	0.15%	61
2020 Q3	$174K	Sell	7,225 -575	-7%	-$14K	0.15%	55
2020 Q2	$180K	Buy	+7,800	New	+$177K	0.18%	52

Other funds holding XLF

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Costello Asset Management's XLF Position: Q1 2026 in Review

Costello Asset Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 127 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Costello Asset Management first reported a position in XLF in Q2 2020 and has held it in 24 quarters since. The position peaked at $389K in Q1 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Costello Asset Management held 127 shares of State Street Financial Select Sector SPDR ETF worth $6.27K as of Q1 2026.
Costello Asset Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #534 holding.
Costello Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
Costello Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $389K in Q1 2022.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.