Van Hulzen Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-929
Closed -$44.9K 1136
2024
Q4
$44.9K Buy
+929
New +$44.9K ﹤0.01% 527
2017
Q1
Sell
-44,251
Closed -$1.03M 149
2016
Q4
$1.03M Buy
+44,251
New +$949K 0.48% 60

Other funds holding XLF

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

Van Hulzen Asset Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 929 shares — an estimated $44.9K sold.

Van Hulzen Asset Management first reported a position in XLF in Q4 2016 and held it in 2 quarters. The position peaked at $1.03M in Q4 2016. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 929 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $44.9K.
  • Van Hulzen Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 2 quarters.
  • Van Hulzen Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $1.03M in Q4 2016.
  • 1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

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