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 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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Citizens Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q2 2026, buying an estimated $1.7M and bringing the position to 198,111 shares worth $17.4M. The position accounts for 0.21% of the portfolio, ranked #91.

Citizens Financial Group first reported a position in SPYM in Q1 2020 and has held it in 11 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Citizens Financial Group held 198,111 shares of State Street SPDR Portfolio S&P 500 ETF worth $17.4M as of Q2 2026.
Citizens Financial Group bought 19,968 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.7M.
State Street SPDR Portfolio S&P 500 ETF made up 0.21% of Citizens Financial Group's portfolio in Q2 2026, its #91 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 11 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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