Van Hulzen Asset Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Van Hulzen Asset Management’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-80	Closed	-$3.37K	–	1134
2024 Q4	$3.37K	Buy	+80	New	+$3.7K	﹤0.01%	870
2018 Q4	–	Sell	-28,302	Closed	-$820K	–	251
2018 Q3	$820K	Buy	28,302 +770	+3%	+$22.7K	0.22%	86
2018 Q2	$799K	Buy	27,532 +150	+0.5%	+$4.39K	0.24%	75
2018 Q1	$780K	Sell	27,382 -1,610	-6%	-$48.8K	0.24%	83
2017 Q4	$877K	Sell	28,992 -350	-1%	-$10.3K	0.27%	83
2017 Q3	$833K	Sell	29,342 -5,180	-15%	-$143K	0.28%	80
2017 Q2	$929K	Sell	34,522 -500	-1%	-$13.3K	0.37%	66
2017 Q1	$918K	Sell	35,022 -8	-0%	-$208	0.42%	63
2016 Q4	$870K	Buy	+35,030	New	+$850K	0.4%	65

Other funds holding XLB

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

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

MMH

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Van Hulzen Asset Management's XLB Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2025, closing a stake of 80 shares — an estimated $3.37K sold.

Van Hulzen Asset Management first reported a position in XLB in Q4 2016 and held it in 9 quarters. The position peaked at $929K in Q2 2017. 782 funds tracked by Wall St. Rank hold XLB as of Q1 2025.

Van Hulzen Asset Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 80 State Street Materials Select Sector SPDR ETF shares in Q1 2025, an estimated $3.37K.
Van Hulzen Asset Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2016 and held it in 9 quarters.
Van Hulzen Asset Management's State Street Materials Select Sector SPDR ETF position peaked at $929K in Q2 2017.
782 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.