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
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: Q1 2026 in Review

Curi RMB Capital reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 6.9% in Q1 2026, selling an estimated $72.1K and leaving 6,555 shares worth $957K. The position accounts for 0.02% of the portfolio, ranked #452.

Curi RMB Capital first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $980K in Q4 2025. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Curi RMB Capital held 6,555 shares of State Street SPDR S&P Dividend ETF worth $957K as of Q1 2026.
  • Curi RMB Capital sold 484 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $72.1K.
  • State Street SPDR S&P Dividend ETF made up 0.02% of Curi RMB Capital's portfolio in Q1 2026, its #452 holding.
  • Curi RMB Capital first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
  • Curi RMB Capital's State Street SPDR S&P Dividend ETF position peaked at $980K in Q4 2025.
  • 1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.