Citigroup’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Citigroup’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-100	Closed	-$9K	–	7782
2018 Q4	$9K	Sell	100 -800	-89%	-$75.4K	﹤0.01%	7205
2018 Q3	$88K	Sell	900 -100	-10%	-$9.69K	﹤0.01%	6027
2018 Q2	$93K	Buy	+1,000	New	+$92.1K	﹤0.01%	5793
2018 Q1	–	Sell	-2,000	Closed	-$189K	–	7658
2017 Q4	$189K	Buy	2,000 +1,200	+150%	+$112K	﹤0.01%	5100
2017 Q3	$73K	Buy	+800	New	+$71.7K	﹤0.01%	5793

Other funds holding SDY

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

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

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup's SDY Position: Q1 2026 in Review

Citigroup increased its State Street SPDR S&P Dividend ETF (SDY) stake by 5.6% in Q1 2026, buying an estimated $197K and bringing the position to 25,080 shares worth $3.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Citigroup first reported a position in SDY in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.2M in Q2 2021. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Citigroup held 25,080 shares of State Street SPDR S&P Dividend ETF worth $3.66M as of Q1 2026.
Citigroup bought 1,319 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $197K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2211 holding.
Citigroup first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 52 quarters since.
Citigroup's State Street SPDR S&P Dividend ETF position peaked at $10.2M in Q2 2021.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.