Costello Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.3K	Hold	138	–	–	0.01%	366
2025 Q4	$21.4K	Hold	138	–	–	0.01%	368
2025 Q3	$21.3K	Buy	138 +8	+6%	+$1.21K	0.01%	368
2025 Q2	$19.2K	Hold	130	–	–	0.01%	376
2025 Q1	$17K	Hold	130	–	–	0.01%	368
2024 Q4	$17.1K	Hold	130	–	–	0.01%	129
2024 Q3	$17.6K	Hold	130	–	–	0.01%	129
2024 Q2	$15.8K	Hold	130	–	–	0.01%	115
2024 Q1	$16.4K	Hold	130	–	–	0.01%	127
2023 Q4	$14.8K	Hold	130	–	–	0.01%	125
2023 Q3	$13.2K	Buy	+130	New	+$13.9K	0.01%	133

Other funds holding XLI

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Costello Asset Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 138 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #366.

Costello Asset Management first reported a position in XLI in Q3 2023 and has held it in 11 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Costello Asset Management held 138 shares of State Street Industrial Select Sector SPDR ETF worth $22.3K as of Q1 2026.
Costello Asset Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #366 holding.
Costello Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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