Curi RMB Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$260K	Sell	2,382 -243	-9%	-$28.4K	﹤0.01%	761
2025 Q4	$313K	Buy	2,625 +829	+46%	+$98.3K	0.01%	738
2025 Q3	$215K	Sell	1,796 -74	-4%	-$8.47K	﹤0.01%	668
2025 Q2	$203K	Buy	+1,870	New	+$191K	﹤0.01%	650
2021 Q1	–	Sell	-9,470	Closed	-$761K	–	563
2020 Q4	$761K	Sell	9,470 -1,200	-11%	-$92.5K	0.03%	359
2020 Q3	$784K	Sell	10,670 -9,810	-48%	-$694K	0.03%	343
2020 Q2	$1.31M	Buy	20,480 +310	+2%	+$18.3K	0.06%	259
2020 Q1	$989K	Sell	20,170 -200	-1%	-$11.8K	0.05%	294
2019 Q4	$1.28M	Sell	20,370 -18,540	-48%	-$1.13M	0.04%	332
2019 Q3	$2.35M	Buy	38,910 +20,580	+112%	+$1.24M	0.06%	273
2019 Q2	$1.09M	Sell	18,330 -600	-3%	-$35.1K	0.03%	397
2019 Q1	$1.08M	Buy	18,930 +120	+0.6%	+$6.51K	0.03%	437
2018 Q4	$931K	Sell	18,810 -8,000	-30%	-$423K	0.02%	508
2018 Q3	$1.57M	Sell	26,810 -1,430	-5%	-$81.4K	0.04%	429
2018 Q2	$1.54M	Sell	28,240 -38,780	-58%	-$2.05M	0.04%	428
2018 Q1	$3.39M	Buy	67,020 +1,020	+2%	+$53.2K	0.09%	296
2017 Q4	$3.26M	Buy	66,000 +4,300	+7%	+$202K	0.08%	297
2017 Q3	$2.78M	Buy	61,700 +2,380	+4%	+$107K	0.07%	320
2017 Q2	$2.66M	Buy	+59,320	New	+$2.66M	0.08%	324

Other funds holding XLY

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Curi RMB Capital reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.3% in Q1 2026, selling an estimated $28.4K and leaving 2,382 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Curi RMB Capital first reported a position in XLY in Q2 2017 and has held it in 19 quarters since. The position peaked at $3.39M in Q1 2018. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Curi RMB Capital held 2,382 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $260K as of Q1 2026.
Curi RMB Capital sold 243 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $28.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Curi RMB Capital's portfolio in Q1 2026, its #761 holding.
Curi RMB Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2017 and has held it in 19 quarters since.
Curi RMB Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.39M in Q1 2018.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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