Costello Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Costello Asset Management's XLU Position: Q1 2026 in Review
Costello Asset Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 12% in Q1 2026, buying an estimated $1.93K and bringing the position to 411 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #395.
Costello Asset Management first reported a position in XLU in Q1 2025 and has held it in 5 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Costello Asset Management held 411 shares of State Street Utilities Select Sector SPDR ETF worth $18.8K as of Q1 2026.
- Costello Asset Management bought 43 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.93K.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #395 holding.
- Costello Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.