Curat Global’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Curat Global’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
2026 Q3	$843K	Buy	21,372 +3,415	+19%	+$148K	0.72%	32
2026 Q2	$1.06M	Buy	17,957 +2,115	+13%	+$95.8K	0.86%	29
2026 Q1	$749K	Buy	15,842 +6,240	+65%	+$280K	0.74%	31
2025 Q4	$410K	Sell	9,602 -920	-9%	-$40.7K	0.46%	59
2025 Q3	$458K	Sell	10,522 -72	-0.7%	-$3.05K	0.43%	58
2025 Q2	$433K	Buy	10,594 +3,184	+43%	+$127K	0.41%	60
2025 Q1	$292K	Buy	+7,410	New	+$290K	0.36%	78

Other funds holding XLU

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Curat Global's XLU Position: Q3 2026 in Review

Curat Global increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 19% in Q3 2026, buying an estimated $148K and bringing the position to 21,372 shares worth $843K. The position accounts for 0.72% of the portfolio, ranked #32.

Curat Global first reported a position in XLU in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.06M in Q2 2026. 588 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Curat Global held 21,372 shares of State Street Utilities Select Sector SPDR ETF worth $843K as of Q3 2026.
Curat Global bought 3,415 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $148K.
State Street Utilities Select Sector SPDR ETF made up 0.72% of Curat Global's portfolio in Q3 2026, its #32 holding.
Curat Global first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 7 quarters since.
Curat Global's State Street Utilities Select Sector SPDR ETF position peaked at $1.06M in Q2 2026.
588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Curat Global's 13F filing for Q3 2026, filed 26 Oct 2026.