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 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Curat Global's XLU Position: Q1 2026 in Review

Curat Global increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 65% in Q1 2026, buying an estimated $280K and bringing the position to 15,842 shares worth $749K. The position accounts for 0.74% of the portfolio, ranked #31.

Curat Global first reported a position in XLU in Q1 2025 and has held it in 5 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Curat Global held 15,842 shares of State Street Utilities Select Sector SPDR ETF worth $749K as of Q1 2026.
Curat Global bought 6,240 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $280K.
State Street Utilities Select Sector SPDR ETF made up 0.74% of Curat Global's portfolio in Q1 2026, its #31 holding.
Curat Global first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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