Van Hulzen Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,014	Closed	-$38.4K	–	1140
2024 Q4	$38.4K	Buy	+1,014	New	+$40.2K	﹤0.01%	560
2024 Q1	–	Sell	-13,106	Closed	-$415K	–	337
2023 Q4	$415K	Buy	+13,106	New	+$401K	0.03%	234
2014 Q1	–	Sell	-11,286	Closed	-$214K	–	105
2013 Q4	$214K	Buy	+11,286	New	+$216K	0.19%	95

Other funds holding XLU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Van Hulzen Asset Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 1,014 shares — an estimated $38.4K sold.

Van Hulzen Asset Management first reported a position in XLU in Q4 2013 and held it in 3 quarters. The position peaked at $415K in Q4 2023. 1,358 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

Van Hulzen Asset Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 1,014 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $38.4K.
Van Hulzen Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and held it in 3 quarters.
Van Hulzen Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $415K in Q4 2023.
1,358 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

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