Citizens Financial Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Citizens Financial Group’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.68M	Buy	24,895 +1,505	+6%	+$96.8K	0.02%	330
2026 Q1	$1.39M	Buy	23,390 +311	+1%	+$18.9K	0.02%	335
2025 Q4	$1.34M	Sell	23,079 -84	-0.4%	-$4.83K	0.02%	338
2025 Q3	$1.32M	Buy	23,163 +212	+0.9%	+$11.9K	0.02%	342
2025 Q2	$1.25M	Buy	22,951 +2,655	+13%	+$137K	0.02%	318
2025 Q1	$1.04M	Buy	20,296 +2,636	+15%	+$144K	0.02%	315
2024 Q4	$966K	Buy	+17,660	New	+$994K	0.02%	300

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Citizens Financial Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.4% in Q2 2026, buying an estimated $96.8K and bringing the position to 24,895 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #330.

Citizens Financial Group first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Citizens Financial Group held 24,895 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.68M as of Q2 2026.
Citizens Financial Group bought 1,505 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $96.8K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Citizens Financial Group's portfolio in Q2 2026, its #330 holding.
Citizens Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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