Curi RMB Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Sell	1,490 -155	-9%	-$26.9K	﹤0.01%	783
2026 Q1	$266K	Sell	1,645 -521	-24%	-$87.4K	﹤0.01%	750
2025 Q4	$336K	Sell	2,166 -222	-9%	-$34.2K	0.01%	720
2025 Q3	$368K	Buy	2,388 +943	+65%	+$143K	0.01%	567
2025 Q2	$213K	Sell	1,445 -20,076	-93%	-$2.74M	﹤0.01%	645
2025 Q1	$2.82M	Buy	+21,521	New	+$2.91M	0.07%	236
2021 Q1	–	Sell	-3,880	Closed	-$344K	–	562
2020 Q4	$344K	Sell	3,880 -1,200	-24%	-$101K	0.01%	484
2020 Q3	$391K	Sell	5,080 -6,805	-57%	-$509K	0.02%	454
2020 Q2	$816K	Buy	11,885 +45	+0.4%	+$2.92K	0.04%	328
2020 Q1	$699K	Sell	11,840 -805	-6%	-$60.7K	0.03%	343
2019 Q4	$1.03M	Buy	12,645 +945	+8%	+$75.4K	0.03%	359
2019 Q3	$908K	Sell	11,700 -1,435	-11%	-$110K	0.02%	398
2019 Q2	$1.02M	Sell	13,135 -4,750	-27%	-$361K	0.03%	409
2019 Q1	$1.34M	Sell	17,885 -210	-1%	-$15.2K	0.03%	405
2018 Q4	$1.17M	Sell	18,095 -5,450	-23%	-$386K	0.03%	469
2018 Q3	$1.85M	Sell	23,545 -1,025	-4%	-$78.1K	0.04%	404
2018 Q2	$1.76M	Sell	24,570 -38,283	-61%	-$2.84M	0.04%	407
2018 Q1	$4.67M	Sell	62,853 -10,927	-15%	-$842K	0.12%	235
2017 Q4	$5.58M	Buy	73,780 +15,500	+27%	+$1.13M	0.15%	199
2017 Q3	$4.14M	Buy	58,280 +2,755	+5%	+$190K	0.11%	269
2017 Q2	$3.78M	Buy	+55,525	New	+$3.71M	0.11%	265

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Curi RMB Capital reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 9.4% in Q2 2026, selling an estimated $26.9K and leaving 1,490 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Curi RMB Capital first reported a position in XLI in Q2 2017 and has held it in 21 quarters since. The position peaked at $5.58M in Q4 2017. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Curi RMB Capital held 1,490 shares of State Street Industrial Select Sector SPDR ETF worth $276K as of Q2 2026.
Curi RMB Capital sold 155 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $26.9K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #783 holding.
Curi RMB Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2017 and has held it in 21 quarters since.
Curi RMB Capital's State Street Industrial Select Sector SPDR ETF position peaked at $5.58M in Q4 2017.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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