Curi RMB Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Curi RMB Capital’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	$480K	Buy	7,837 +1,747	+29%	+$93.7K	0.01%	612
2025 Q4	$272K	Buy	6,090 +528	+9%	+$23.5K	﹤0.01%	783
2025 Q3	$248K	Buy	5,562 +500	+10%	+$21.9K	﹤0.01%	638
2025 Q2	$215K	Sell	5,062 -494	-9%	-$20.6K	﹤0.01%	643
2025 Q1	$260K	Buy	+5,556	New	+$251K	0.01%	447
2022 Q3	–	Sell	-16,596	Closed	-$593K	–	492
2022 Q2	$593K	Buy	+16,596	New	+$666K	0.02%	330
2020 Q2	–	Sell	-23,396	Closed	-$340K	–	702
2020 Q1	$340K	Buy	23,396 +8,180	+54%	+$194K	0.02%	469
2019 Q4	$457K	Sell	15,216 -14,708	-49%	-$436K	0.01%	466
2019 Q3	$886K	Buy	+29,924	New	+$905K	0.02%	402
2015 Q2	–	Sell	-6,800	Closed	-$264K	–	536
2015 Q1	$264K	Buy	+6,800	New	+$263K	0.02%	423

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

Curi RMB Capital's XLE Position: Q1 2026 in Review

Curi RMB Capital increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 29% in Q1 2026, buying an estimated $93.7K and bringing the position to 7,837 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #612.

Curi RMB Capital first reported a position in XLE in Q1 2015 and has held it in 10 quarters since. The position peaked at $886K in Q3 2019. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Curi RMB Capital held 7,837 shares of State Street Energy Select Sector SPDR ETF worth $480K as of Q1 2026.
Curi RMB Capital bought 1,747 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $93.7K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #612 holding.
Curi RMB Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and has held it in 10 quarters since.
Curi RMB Capital's State Street Energy Select Sector SPDR ETF position peaked at $886K in Q3 2019.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.