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Curio Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Curio Wealth’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
Q2 		– Sell
-86
Closed -$5.27K – 1181
2026
Q1 		$5.27K Sell
86
-214
-71% -$11.5K ﹤0.01% 259
2025
Q4 		$13.3K Buy
+300
New +$13.4K ﹤0.01% 220

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Curio Wealth's XLE Position: Q2 2026 in Review

Curio Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 86 shares — an estimated $5.27K sold.

Curio Wealth first reported a position in XLE in Q4 2025 and held it in 2 quarters. The position peaked at $13.3K in Q4 2025. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Curio Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 86 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $5.27K.
  • Curio Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • Curio Wealth's State Street Energy Select Sector SPDR ETF position peaked at $13.3K in Q4 2025.
  • 2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.