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

Wolverine Asset Management’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-400
Closed -$18.9K – 1803
2024
Q1 		$18.9K Hold
400
– – ﹤0.01% 1218
2023
Q4 		$16.8K Buy
+400
New +$17.1K ﹤0.01% 1338
2021
Q3 		– Sell
-24,832
Closed -$615K – 2404
2021
Q2 		$668K Sell
24,832
-251,908
-91% -$6.55M 0.01% 795
2021
Q1 		$6.79M Buy
+276,740
New +$6.38M 0.06% 206
2020
Q4 		– Sell
-98,600
Closed -$1.7M – 1901
2020
Q3 		$1.48M Buy
+98,600
New +$1.75M 0.01% 468
2019
Q1 		– Sell
-164,892
Closed -$4.73M – 1742
2018
Q4 		$4.73M Sell
164,892
-28,226
-15% -$944K 0.06% 300
2018
Q3 		$7.31M Sell
193,118
-240,400
-55% -$9.01M 0.09% 232
2018
Q2 		$16.5M Buy
433,518
+200,394
+86% +$7.45M 0.21% 100
2018
Q1 		$7.86M Buy
233,124
+10,236
+5% +$362K 0.1% 181
2017
Q4 		$8.05M Sell
222,888
-357,112
-62% -$12.3M 0.08% 211
2017
Q3 		$19.9M Sell
580,000
-11,280
-2% -$367K 0.22% 82
2017
Q2 		$19.2M Buy
591,280
+442,484
+297% +$14.9M 0.24% 91
2017
Q1 		$5.2M Buy
+148,796
New +$5.38M 0.08% 220
2015
Q3 		– Sell
-33,368
Closed -$1.25M – 2019
2015
Q2 		$1.25M Buy
+33,368
New +$1.32M 0.03% 419
2013
Q3 		– Sell
-200
Closed -$8.24K – 2899
2013
Q2 		$7K Buy
+200
New +$7.93K ﹤0.01% 2300

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Wolverine Asset Management's XLE Position: Q2 2024 in Review

Wolverine Asset Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 400 shares — an estimated $18.9K sold.

Wolverine Asset Management first reported a position in XLE in Q2 2013 and held it in 15 quarters. The position peaked at $19.9M in Q3 2017. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

  • Wolverine Asset Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Wolverine Asset Management sold 400 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $18.9K.
  • Wolverine Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 15 quarters.
  • Wolverine Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $19.9M in Q3 2017.
  • 1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on Wolverine Asset Management's 13F filing for Q2 2024, filed 1 Aug 2024.