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
2019 Q1	–	Sell	-252,600	Closed	-$6.68M	–	1745
2018 Q4	$6.68M	Sell	252,600 -200,000	-44%	-$5.44M	0.08%	230
2018 Q3	$11.9M	Buy	452,600 +382,600	+547%	+$10.2M	0.14%	150
2018 Q2	$1.82M	Buy	+70,000	New	+$1.76M	0.02%	567
2017 Q3	–	Sell	-100,000	Closed	-$2.6M	–	1519
2017 Q2	$2.6M	Buy	+100,000	New	+$2.63M	0.03%	377

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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. 1,525 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.
1,525 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.