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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
– Sell
-160,000
Closed -$4.59M – 932
2018
Q4
$4.59M Buy
+160,000
New +$5.35M 0.12% 197

Other funds holding XLE

Curi RMB Capital's XLE Position: Q2 2026 in Review

Curi RMB Capital reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.4% in Q2 2026, selling an estimated $28.9K and leaving 7,332 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #673.

Curi RMB Capital first reported a position in XLE in Q1 2015 and has held it in 11 quarters since. The position peaked at $886K in Q3 2019. 2,046 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Curi RMB Capital held 7,332 shares of State Street Energy Select Sector SPDR ETF worth $389K as of Q2 2026.
  • Curi RMB Capital sold 505 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $28.9K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #673 holding.
  • Curi RMB Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and has held it in 11 quarters since.
  • Curi RMB Capital's State Street Energy Select Sector SPDR ETF position peaked at $886K in Q3 2019.
  • 2,046 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.