Curran Financial Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Curran Financial Partners’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	$294K	Sell	4,806 -138	-3%	-$7.4K	0.05%	100
2025 Q4	$221K	Sell	4,944 -596	-11%	-$26.5K	0.04%	117
2025 Q3	$247K	Buy	5,540 +672	+14%	+$29.4K	0.05%	119
2025 Q2	$206K	Buy	+4,868	New	+$203K	0.05%	117
2024 Q2	–	Sell	-4,282	Closed	-$202K	–	87
2024 Q1	$202K	Buy	+4,282	New	+$184K	0.07%	80
2023 Q4	–	Sell	-5,342	Closed	-$241K	–	79
2023 Q3	$241K	Sell	5,342 -312	-6%	-$13.7K	0.11%	64
2023 Q2	$229K	Buy	5,654 +48	+0.9%	+$1.96K	0.1%	67
2023 Q1	$232K	Sell	5,606 -1,372	-20%	-$58.7K	0.11%	63
2022 Q4	$305K	Sell	6,978 -958	-12%	-$41.7K	0.15%	55
2022 Q3	$286K	Sell	7,936 -568	-7%	-$21.5K	0.15%	51
2022 Q2	$304K	Sell	8,504 -2,000	-19%	-$80.2K	0.14%	51
2022 Q1	$401K	Sell	10,504 -1,772	-14%	-$61.4K	0.16%	58
2021 Q4	$341K	Sell	12,276 -2,152	-15%	-$60.8K	0.14%	55
2021 Q3	$379K	Sell	14,428 -2,280	-14%	-$56.5K	0.19%	45
2021 Q2	$450K	Sell	16,708 -5,518	-25%	-$143K	0.25%	48
2021 Q1	$545K	Buy	22,226 +4,342	+24%	+$100K	0.39%	37
2020 Q4	$339K	Buy	+17,884	New	+$308K	0.29%	45

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

Curran Financial Partners's XLE Position: Q1 2026 in Review

Curran Financial Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.8% in Q1 2026, selling an estimated $7.4K and leaving 4,806 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #100.

Curran Financial Partners first reported a position in XLE in Q4 2020 and has held it in 17 quarters since. The position peaked at $545K in Q1 2021. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Curran Financial Partners held 4,806 shares of State Street Energy Select Sector SPDR ETF worth $294K as of Q1 2026.
Curran Financial Partners sold 138 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $7.4K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Curran Financial Partners's portfolio in Q1 2026, its #100 holding.
Curran Financial Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 17 quarters since.
Curran Financial Partners's State Street Energy Select Sector SPDR ETF position peaked at $545K in Q1 2021.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.