Curi RMB Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Curi RMB Capital’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-350,000	Closed	-$7.29M	–	703
2020 Q1	$7.29M	Sell	350,000 -3,782,500	-92%	-$104M	0.35%	77
2019 Q4	$127M	Buy	4,132,500 +2,812,500	+213%	+$82.5M	3.54%	3
2019 Q3	$37M	Sell	1,320,000 -1,647,700	-56%	-$45.5M	0.97%	9
2019 Q2	$81.9M	Sell	2,967,700 -797,300	-21%	-$21.6M	2.07%	4
2019 Q1	$96.8M	Buy	3,765,000 +1,380,500	+58%	+$35.6M	2.45%	4
2018 Q4	$56.8M	Buy	2,384,500 +980,500	+70%	+$25.5M	1.45%	6
2018 Q3	$38.7M	Sell	1,404,000 -234,000	-14%	-$6.55M	0.93%	8
2018 Q2	$43.6M	Buy	1,638,000 +214,500	+15%	+$5.92M	1.04%	8
2018 Q1	$39.2M	Sell	1,423,500 -175,000	-11%	-$5.04M	1%	5
2017 Q4	$44.6M	Sell	1,598,500 -1,257,500	-44%	-$33.8M	1.16%	5
2017 Q3	$73.9M	Buy	2,856,000 +616,000	+28%	+$15.4M	1.91%	3
2017 Q2	$55.3M	Buy	2,240,000 +416,000	+23%	+$9.87M	1.58%	2
2017 Q1	$43.3M	Buy	1,824,000 +1,014,000	+125%	+$24.3M	1.79%	4
2016 Q4	$18.8M	Sell	810,000 -138,000	-15%	-$2.96M	1.01%	18
2016 Q3	$18.3M	Sell	948,000 -1,453,320	-61%	-$30M	0.99%	17
2016 Q2	$48.2M	Buy	2,401,320 +1,074,784	+81%	+$21.8M	2.52%	4
2016 Q1	$26.2M	Buy	1,326,536 +48,414	+4%	+$922K	1.7%	2
2015 Q4	$26.7M	Buy	+1,278,122	New	+$26.9M	1.23%	4

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Curi RMB Capital reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0% in Q1 2026, selling an estimated $52 and leaving 33,588 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #361.

Curi RMB Capital first reported a position in XLF in Q2 2016 and has held it in 38 quarters since. The position peaked at $8.38M in Q1 2018. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Curi RMB Capital held 33,588 shares of State Street Financial Select Sector SPDR ETF worth $1.66M as of Q1 2026.
Curi RMB Capital sold 1 State Street Financial Select Sector SPDR ETF share in Q1 2026, an estimated $52.
State Street Financial Select Sector SPDR ETF made up 0.03% of Curi RMB Capital's portfolio in Q1 2026, its #361 holding.
Curi RMB Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2016 and has held it in 38 quarters since.
Curi RMB Capital's State Street Financial Select Sector SPDR ETF position peaked at $8.38M in Q1 2018.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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