Curi RMB Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$780K Buy
+1,200
New +$816K 0.01% 499
2025
Q4
Hold
0
499
2025
Q3
Hold
0
448

Other funds holding SPY

Curi RMB Capital's SPY Position: Q1 2026 in Review

Curi RMB Capital increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4% in Q1 2026, buying an estimated $3.11M and bringing the position to 119,642 shares worth $78M. The position accounts for 1.39% of the portfolio, ranked #10.

Curi RMB Capital first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $97.8M in Q2 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Curi RMB Capital held 119,642 shares of State Street SPDR S&P 500 ETF Trust worth $78M as of Q1 2026.
  • Curi RMB Capital bought 4,569 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.11M.
  • State Street SPDR S&P 500 ETF Trust made up 1.39% of Curi RMB Capital's portfolio in Q1 2026, its #10 holding.
  • Curi RMB Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
  • Curi RMB Capital's State Street SPDR S&P 500 ETF Trust position peaked at $97.8M in Q2 2025.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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