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 Q2	$255K	Sell	2,172 -210	-9%	-$24.5K	﹤0.01%	805
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

MIFH

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Curi RMB Capital reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 8.8% in Q2 2026, selling an estimated $24.5K and leaving 2,172 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Curi RMB Capital first reported a position in XLY in Q2 2017 and has held it in 20 quarters since. The position peaked at $3.39M in Q1 2018. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Curi RMB Capital held 2,172 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $255K as of Q2 2026.
Curi RMB Capital sold 210 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $24.5K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #805 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 20 quarters since.
Curi RMB Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.39M in Q1 2018.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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