Costello Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.8K	Buy	228 +1	+0.4%	+$117	0.01%	350
2025 Q4	$27.2K	Sell	227 -1	-0.4%	-$119	0.01%	332
2025 Q3	$27.4K	Hold	228	–	–	0.01%	327
2025 Q2	$24.8K	Buy	228 +104	+84%	+$10.6K	0.01%	333
2025 Q1	$12.3K	Buy	+124	New	+$13.4K	0.01%	431
2024 Q2	–	Sell	-36	Closed	-$3.31K	–	180
2024 Q1	$3.31K	Hold	36	–	–	﹤0.01%	165
2023 Q4	$3.22K	Hold	36	–	–	﹤0.01%	166
2023 Q3	$2.9K	Hold	36	–	–	﹤0.01%	177
2023 Q2	$3.06K	Hold	36	–	–	﹤0.01%	174
2023 Q1	$2.69K	Hold	36	–	–	﹤0.01%	191
2022 Q4	$2.33K	Hold	36	–	–	﹤0.01%	194
2022 Q3	$3K	Hold	36	–	–	﹤0.01%	193
2022 Q2	$2K	Hold	36	–	–	﹤0.01%	214
2022 Q1	$3K	Hold	36	–	–	﹤0.01%	215
2021 Q4	$4K	Hold	36	–	–	﹤0.01%	210
2021 Q3	$3K	Hold	36	–	–	﹤0.01%	210
2021 Q2	$3K	Buy	+36	New	+$3.13K	﹤0.01%	208

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Costello Asset Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.44% in Q1 2026, buying an estimated $117 and bringing the position to 228 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #350.

Costello Asset Management first reported a position in XLY in Q2 2021 and has held it in 17 quarters since. The position peaked at $27.4K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Costello Asset Management held 228 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $24.8K as of Q1 2026.
Costello Asset Management bought 1 State Street Consumer Discretionary Select Sector SPDR ETF share in Q1 2026, an estimated $117.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #350 holding.
Costello Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and has held it in 17 quarters since.
Costello Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $27.4K in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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