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: Q2 2026 in Review
Costello Asset Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.49% in Q2 2026, buying an estimated $91 and bringing the position to 413 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #412.
Costello Asset Management first reported a position in XLU in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.8K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Costello Asset Management held 413 shares of State Street Utilities Select Sector SPDR ETF worth $18.7K as of Q2 2026.
- Costello Asset Management bought 2 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $91.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #412 holding.
- Costello Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
- Costello Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $18.8K in Q1 2026.
- 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.