Van Hulzen Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$261K Sell
4,916
-820
-14% -$46.9K 0.02% 340
2026
Q1
$351K Sell
5,736
-802
-12% -$43K 0.03% 278
2025
Q4
$292K Buy
6,538
+1,452
+29% +$64.7K 0.02% 274
2025
Q3
$227K Sell
5,086
-68
-1% -$2.98K 0.02% 306
2025
Q2
$219K Sell
5,154
-280
-5% -$11.7K 0.02% 295
2025
Q1
$254K Buy
5,434
+98
+2% +$4.42K 0.02% 267
2024
Q4
$229K Buy
5,336
+24
+0.5% +$1.09K 0.02% 292
2024
Q3
$233K Sell
5,312
-178
-3% -$7.96K 0.02% 287
2024
Q2
$250K Buy
5,490
+200
+4% +$9.31K 0.02% 273
2024
Q1
$250K Sell
5,290
-2,138
-29% -$91.8K 0.02% 287
2023
Q4
$311K Sell
7,428
-112
-1% -$4.79K 0.02% 260
2023
Q3
$341K Buy
7,540
+1,798
+31% +$78.7K 0.03% 237
2023
Q2
$233K Buy
5,742
+112
+2% +$4.56K 0.02% 277
2023
Q1
$233K Sell
5,630
-700
-11% -$29.9K 0.02% 259
2022
Q4
$277K Hold
6,330
0.03% 237
2022
Q3
$228K Sell
6,330
-400
-6% -$15.1K 0.03% 243
2022
Q2
$241K Sell
6,730
-90
-1% -$3.61K 0.03% 253
2022
Q1
$261K Buy
+6,820
New +$236K 0.03% 252
2016
Q3
Sell
-4,440
Closed -$151K 175
2016
Q2
$151K Hold
4,440
0.09% 116
2016
Q1
$137K Buy
+4,440
New +$129K 0.08% 119

Other funds holding XLE

Van Hulzen Asset Management's XLE Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q2 2026, selling an estimated $46.9K and leaving 4,916 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #340.

Van Hulzen Asset Management first reported a position in XLE in Q1 2016 and has held it in 20 quarters since. The position peaked at $351K in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Van Hulzen Asset Management held 4,916 shares of State Street Energy Select Sector SPDR ETF worth $261K as of Q2 2026.
  • Van Hulzen Asset Management sold 820 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $46.9K.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #340 holding.
  • Van Hulzen Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and has held it in 20 quarters since.
  • Van Hulzen Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $351K in Q1 2026.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.