Curat Global’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Curat Global’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
2026 Q1	$1.22M	Buy	19,992 +5,200	+35%	+$279K	1.21%	17
2025 Q4	$661K	Sell	14,792 -5,200	-26%	-$232K	0.73%	29
2025 Q3	$896K	Hold	19,992	–	–	0.84%	27
2025 Q2	$848K	Buy	19,992 +5,762	+40%	+$240K	0.81%	28
2025 Q1	$665K	Buy	+14,230	New	+$642K	0.81%	35

Other funds holding XLE

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Curat Global's XLE Position: Q1 2026 in Review

Curat Global increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 35% in Q1 2026, buying an estimated $279K and bringing the position to 19,992 shares worth $1.22M. The position accounts for 1.21% of the portfolio, ranked #17.

Curat Global first reported a position in XLE in Q1 2025 and has held it in 5 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Curat Global held 19,992 shares of State Street Energy Select Sector SPDR ETF worth $1.22M as of Q1 2026.
Curat Global bought 5,200 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $279K.
State Street Energy Select Sector SPDR ETF made up 1.21% of Curat Global's portfolio in Q1 2026, its #17 holding.
Curat Global first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Curat Global's 13F filing for Q1 2026, filed 21 Apr 2026.