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Costello Asset Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Costello Asset Management’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.5K Sell
178
-9
-5% -$736 0.01% 424
2025
Q1 		$14.7K Buy
+187
New +$14.7K 0.01% 398