Curi RMB Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$998K Buy
6,556
+1
+0% +$149 0.02% 456
2026
Q1
$957K Sell
6,555
-484
-7% -$72.1K 0.02% 452
2025
Q4
$980K Buy
7,039
+813
+13% +$113K 0.02% 466
2025
Q3
$872K Buy
6,226
+449
+8% +$62.6K 0.02% 440
2025
Q2
$784K Buy
5,777
+2,750
+91% +$365K 0.01% 447
2025
Q1
$411K Sell
3,027
-76
-2% -$10.2K 0.01% 401
2024
Q4
$410K Hold
3,103
– – 0.01% 425
2024
Q3
$441K Hold
3,103
– – 0.01% 442
2024
Q2
$395K Sell
3,103
-2,236
-42% -$288K 0.01% 445
2024
Q1
$701K Buy
5,339
+3,103
+139% +$389K 0.02% 388
2023
Q4
$279K Buy
+2,236
New +$263K 0.01% 449

Other funds holding SDY

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

Curi RMB Capital increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.02% in Q2 2026, buying an estimated $149 and bringing the position to 6,556 shares worth $998K. The position accounts for 0.02% of the portfolio, ranked #456.

Curi RMB Capital first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Curi RMB Capital held 6,556 shares of State Street SPDR S&P Dividend ETF worth $998K as of Q2 2026.
  • Curi RMB Capital bought 1 State Street SPDR S&P Dividend ETF share in Q2 2026, an estimated $149.
  • State Street SPDR S&P Dividend ETF made up 0.02% of Curi RMB Capital's portfolio in Q2 2026, its #456 holding.
  • Curi RMB Capital first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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