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
Q2
$1.05M Buy
1,400
+200
+17% +$145K 0.02% 448
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: Q2 2026 in Review

Curi RMB Capital increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.83% in Q2 2026, buying an estimated $721K and bringing the position to 120,637 shares worth $90.3M. 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 53 quarters since. The position peaked at $97.8M in Q2 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Curi RMB Capital held 120,637 shares of State Street SPDR S&P 500 ETF Trust worth $90.3M as of Q2 2026.
  • Curi RMB Capital bought 995 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $721K.
  • State Street SPDR S&P 500 ETF Trust made up 1.39% of Curi RMB Capital's portfolio in Q2 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 53 quarters since.
  • Curi RMB Capital's State Street SPDR S&P 500 ETF Trust position peaked at $97.8M in Q2 2025.
  • 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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