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Citizens Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Citizens Financial Group’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
2026
Q2 		$6.31M Buy
41,433
+3,652
+10% +$544K 0.08% 167
2026
Q1 		$5.51M Sell
37,781
-1,959
-5% -$292K 0.08% 169
2025
Q4 		$5.53M Sell
39,740
-2,786
-7% -$388K 0.07% 179
2025
Q3 		$5.96M Buy
42,526
+1,435
+3% +$200K 0.08% 175
2025
Q2 		$5.58M Buy
41,091
+8,003
+24% +$1.06M 0.09% 162
2025
Q1 		$4.49M Buy
33,088
+12,538
+61% +$1.69M 0.09% 158
2024
Q4 		$2.71M Buy
20,550
+490
+2% +$68.4K 0.05% 197
2024
Q3 		$2.85M Buy
20,060
+6,201
+45% +$839K 0.06% 189
2024
Q2 		$1.76M Buy
13,859
+10,107
+269% +$1.3M 0.04% 214
2024
Q1 		$492K Sell
3,752
-43,777
-92% -$5.49M 0.02% 288
2023
Q4 		$5.94M Buy
47,529
+44,442
+1,440% +$5.22M 0.2% 98
2023
Q3 		$355K Sell
3,087
-50,599
-94% -$6.18M 0.01% 273
2023
Q2 		$6.58M Sell
53,686
-348
-0.6% -$42.5K 0.24% 90
2023
Q1 		$6.68M Buy
54,034
+51,134
+1,763% +$6.43M 0.24% 90
2022
Q4 		$363K Hold
2,900
– – 0.01% 306
2022
Q3 		$323K Hold
2,900
– – 0.01% 317
2022
Q2 		$344K Sell
2,900
-166
-5% -$20.7K 0.01% 322
2022
Q1 		$393K Sell
3,066
-578
-16% -$73.1K 0.01% 314
2021
Q4 		$471K Hold
3,644
– – 0.02% 297
2021
Q3 		$428K Hold
3,644
– – 0.02% 305
2021
Q2 		$446K Buy
3,644
+100
+3% +$12.4K 0.02% 251
2021
Q1 		$418K Sell
3,544
-861
-20% -$96.5K 0.02% 226
2020
Q4 		$467K Buy
4,405
+2,027
+85% +$205K 0.03% 201
2020
Q3 		$222K Hold
2,378
– – 0.01% 233
2020
Q2 		$217K Hold
2,378
– – 0.02% 266
2020
Q1 		$190K Hold
2,378
– – 0.02% 268
2019
Q4 		$256K Hold
2,378
– – 0.02% 234
2019
Q3 		$244K Hold
2,378
– – 0.02% 213
2019
Q2 		$240K Hold
2,378
– – 0.02% 215
2019
Q1 		$236K Buy
+2,378
New +$229K 0.02% 219

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citizens Financial Group's SDY Position: Q2 2026 in Review

Citizens Financial Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 9.7% in Q2 2026, buying an estimated $544K and bringing the position to 41,433 shares worth $6.31M. The position accounts for 0.08% of the portfolio, ranked #167.

Citizens Financial Group first reported a position in SDY in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.68M in Q1 2023. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Citizens Financial Group held 41,433 shares of State Street SPDR S&P Dividend ETF worth $6.31M as of Q2 2026.
  • Citizens Financial Group bought 3,652 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $544K.
  • State Street SPDR S&P Dividend ETF made up 0.08% of Citizens Financial Group's portfolio in Q2 2026, its #167 holding.
  • Citizens Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and has held it in 30 quarters since.
  • Citizens Financial Group's State Street SPDR S&P Dividend ETF position peaked at $6.68M in Q1 2023.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.