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Van Hulzen Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Van Hulzen Asset Management’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-151
Closed -$14.6K – 1135
2024
Q4 		$14.6K Buy
+151
New +$14.4K ﹤0.01% 728

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Van Hulzen Asset Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2025, closing a stake of 151 shares — an estimated $14.6K sold.

Van Hulzen Asset Management first reported a position in XLC in Q4 2024 and held it in 1 quarter. The position peaked at $14.6K in Q4 2024. 1,073 funds tracked by Wall St. Rank hold XLC as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 151 State Street Communication Services Select Sector SPDR ETF shares in Q1 2025, an estimated $14.6K.
  • Van Hulzen Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $14.6K in Q4 2024.
  • 1,073 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2025.

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