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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
2022
Q1 		– Sell
-76,600
Closed -$2.13M – 2435
2021
Q4 		$2.13M Sell
76,600
-640,400
-89% -$18.1M 0.02% 528
2021
Q3 		$18.7M Sell
717,000
-185,400
-21% -$4.59M 0.16% 154
2021
Q2 		$24.3M Sell
902,400
-149,800
-14% -$3.9M 0.19% 136
2021
Q1 		$25.8M Sell
1,052,200
-1,048,000
-50% -$24.2M 0.22% 114
2020
Q4 		$39.8M Buy
2,100,200
+1,450,000
+223% +$25M 0.29% 78
2020
Q3 		$9.74M Buy
650,200
+595,400
+1,086% +$10.6M 0.09% 149
2020
Q2 		$1.04M Buy
+54,800
New +$1.02M 0.01% 536
2018
Q1 		– Sell
-3,200
Closed -$115K – 1713
2017
Q4 		$115K Sell
3,200
-16,000
-83% -$551K ﹤0.01% 1151
2017
Q3 		$657K Sell
19,200
-28,800
-60% -$937K 0.01% 773
2017
Q2 		$1.56M Buy
+48,000
New +$1.61M 0.02% 507
2016
Q2 		– Sell
-5,000
Closed -$592K – 1361
2016
Q1 		$592K Buy
+5,000
New +$145K 0.02% 487
2015
Q1 		– Sell
-4,274
Closed -$1.11M – 2241
2014
Q4 		$1.11M Buy
+4,274
New +$178K 0.02% 425
2014
Q3 		– Sell
-30
Closed -$9K – 2704
2014
Q2 		$9K Hold
30
– – ﹤0.01% 1898
2014
Q1 		$1K Sell
30
-1,576
-98% -$68K ﹤0.01% 2283
2013
Q4 		$41K Sell
1,606
-416
-21% -$17.9K ﹤0.01% 1834
2013
Q3 		$86K Sell
2,022
-510
-20% -$21K ﹤0.01% 1523
2013
Q2 		$197K Buy
+2,532
New +$100K 0.01% 1135

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.