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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
-66,400
Closed -$1.84M – 2436
2021
Q4 		$1.84M Sell
66,400
-56,200
-46% -$1.59M 0.02% 579
2021
Q3 		$3.19M Sell
122,600
-155,800
-56% -$3.86M 0.03% 373
2021
Q2 		$7.5M Sell
278,400
-900,800
-76% -$23.4M 0.06% 223
2021
Q1 		$28.9M Buy
1,179,200
+884,000
+299% +$20.4M 0.24% 107
2020
Q4 		$5.59M Buy
295,200
+16,600
+6% +$286K 0.04% 248
2020
Q3 		$4.17M Buy
278,600
+46,400
+20% +$824K 0.04% 257
2020
Q2 		$4.39M Buy
+232,200
New +$4.32M 0.04% 237
2019
Q1 		– Sell
-136,200
Closed -$3.9M – 1743
2018
Q4 		$3.9M Sell
136,200
-14,800
-10% -$495K 0.05% 351
2018
Q3 		$5.72M Sell
151,000
-107,800
-42% -$4.04M 0.07% 288
2018
Q2 		$9.83M Buy
258,800
+122,600
+90% +$4.56M 0.13% 159
2018
Q1 		$4.59M Sell
136,200
-154,000
-53% -$5.45M 0.06% 289
2017
Q4 		$10.5M Sell
290,200
-19,400
-6% -$668K 0.11% 166
2017
Q3 		$10.6M Sell
309,600
-439,200
-59% -$14.3M 0.12% 150
2017
Q2 		$24.3M Buy
748,800
+628,800
+524% +$21.1M 0.31% 72
2017
Q1 		$4.19M Buy
+120,000
New +$4.34M 0.07% 251
2015
Q3 		– Sell
-2,000
Closed -$294K – 2020
2015
Q2 		$294K Sell
2,000
-2,000
-50% -$79.4K 0.01% 800
2015
Q1 		$184K Sell
4,000
-4,066
-50% -$158K ﹤0.01% 883
2014
Q4 		$303K Buy
+8,066
New +$335K 0.01% 804
2014
Q1 		– Sell
-1,412
Closed -$11K – 2808
2013
Q4 		$11K Sell
1,412
-492
-26% -$21.2K ﹤0.01% 2229
2013
Q3 		$118K Sell
1,904
-570
-23% -$23.5K ﹤0.01% 1397
2013
Q2 		$382K Buy
+2,474
New +$98.1K 0.01% 844

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.