Citizens Financial Group
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Citizens Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Citizens Financial Group’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.8M Buy
220,242
+22,131
+11% +$1.98M 0.23% 81
2026
Q2 		$17.4M Buy
198,111
+19,968
+11% +$1.7M 0.21% 91
2026
Q1 		$13.6M Sell
178,143
-22,031
-11% -$1.76M 0.19% 102
2025
Q4 		$16.1M Buy
200,174
+27,362
+16% +$2.18M 0.22% 89
2025
Q3 		$13.5M Buy
172,812
+21,788
+14% +$1.64M 0.19% 101
2025
Q2 		$11M Buy
151,024
+87,477
+138% +$5.88M 0.18% 109
2025
Q1 		$4.18M Sell
63,547
-2,967
-4% -$205K 0.08% 165
2024
Q4 		$4.59M Buy
66,514
+60,625
+1,029% +$4.2M 0.09% 152
2024
Q3 		$398K Buy
5,889
+357
+6% +$23.2K 0.01% 415
2024
Q2 		$354K Buy
+5,532
New +$341K 0.01% 422
2020
Q3 		– Sell
-100
Closed -$4K – 832
2020
Q2 		$4K Hold
100
– – ﹤0.01% 918
2020
Q1 		$3K Buy
+100
New +$3.59K ﹤0.01% 958

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Citizens Financial Group's SPYM Position: Q3 2026 in Review

Citizens Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q3 2026, buying an estimated $1.98M and bringing the position to 220,242 shares worth $19.8M. The position accounts for 0.23% of the portfolio, ranked #81.

Citizens Financial Group first reported a position in SPYM in Q1 2020 and has held it in 12 quarters since. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Citizens Financial Group held 220,242 shares of State Street SPDR Portfolio S&P 500 ETF worth $19.8M as of Q3 2026.
  • Citizens Financial Group bought 22,131 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $1.98M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.23% of Citizens Financial Group's portfolio in Q3 2026, its #81 holding.
  • Citizens Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 12 quarters since.
  • 1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Citizens Financial Group's 13F filing for Q3 2026, filed 23 Oct 2026.