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Curio Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Curio Wealth’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
Q2 		– Sell
-68
Closed -$3.12K – 1186
2026
Q1 		$3.12K Sell
68
-128
-65% -$5.74K ﹤0.01% 290
2025
Q4 		$8.39K Buy
+196
New +$8.68K ﹤0.01% 256

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Curio Wealth's XLU Position: Q2 2026 in Review

Curio Wealth sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 68 shares — an estimated $3.12K sold.

Curio Wealth first reported a position in XLU in Q4 2025 and held it in 2 quarters. The position peaked at $8.39K in Q4 2025. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Curio Wealth reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 68 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.12K.
  • Curio Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • Curio Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $8.39K in Q4 2025.
  • 1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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