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

Wolverine 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 Q4	–	Sell	-2,400	Closed	-$105K	–	1895
2025 Q3	$105K	Sell	2,400 -11,610	-83%	-$491K	﹤0.01%	1107
2025 Q2	$572K	Buy	+14,010	New	+$558K	0.01%	851
2023 Q4	–	Sell	-5,200	Closed	-$153K	–	2016
2023 Q3	$153K	Buy	5,200 +600	+13%	+$19.3K	﹤0.01%	1087
2023 Q2	$151K	Buy	4,600 +3,600	+360%	+$121K	﹤0.01%	1025
2023 Q1	$33.8K	Buy	1,000 +600	+150%	+$20.3K	﹤0.01%	1264
2022 Q4	$14.1K	Sell	400 -24,000	-98%	-$816K	﹤0.01%	1578
2022 Q3	$799K	Buy	24,400 +23,800	+3,967%	+$872K	0.01%	856
2022 Q2	$21K	Sell	600 -4,694	-89%	-$170K	﹤0.01%	1824
2022 Q1	$197K	Buy	5,294 +2,320	+78%	+$80.4K	﹤0.01%	1168
2021 Q4	$106K	Sell	2,974 -9,826	-77%	-$331K	﹤0.01%	1347
2021 Q3	$408K	Buy	12,800 +10,214	+395%	+$341K	﹤0.01%	1017
2021 Q2	$81K	Buy	+2,586	New	+$84.7K	﹤0.01%	1539
2020 Q3	–	Sell	-11,360	Closed	-$320K	–	1807
2020 Q2	$320K	Sell	11,360 -104,588	-90%	-$3.02M	﹤0.01%	815
2020 Q1	$3.21M	Buy	115,948 +105,986	+1,064%	+$3.39M	0.05%	279
2019 Q4	$321K	Sell	9,962 -23,794	-70%	-$756K	﹤0.01%	884
2019 Q3	$1.09M	Sell	33,756 -4,714	-12%	-$145K	0.01%	575
2019 Q2	$1.15M	Buy	38,470 +11,404	+42%	+$335K	0.02%	599
2019 Q1	$787K	Sell	27,066 -44,404	-62%	-$1.23M	0.01%	731
2018 Q4	$1.89M	Buy	71,470 +47,670	+200%	+$1.3M	0.02%	579
2018 Q3	$626K	Sell	23,800 -3,200	-12%	-$85K	0.01%	956
2018 Q2	$701K	Buy	+27,000	New	+$679K	0.01%	881
2017 Q4	–	Sell	-10,800	Closed	-$286K	–	1630
2017 Q3	$286K	Sell	10,800 -5,000	-32%	-$134K	﹤0.01%	935
2017 Q2	$410K	Buy	+15,800	New	+$415K	0.01%	830

Other funds holding XLU

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

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Wolverine Asset Management's XLU Position: Q4 2025 in Review

Wolverine Asset Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 2,400 shares — an estimated $105K sold.

Wolverine Asset Management first reported a position in XLU in Q2 2017 and held it in 23 quarters. The position peaked at $3.21M in Q1 2020. 1,531 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Wolverine Asset Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Wolverine Asset Management sold 2,400 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $105K.
Wolverine Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2017 and held it in 23 quarters.
Wolverine Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $3.21M in Q1 2020.
1,531 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Wolverine Asset Management's 13F filing for Q4 2025, filed 2 Feb 2026.