First Citizens Bank & Trust’s SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$409K Sell
3,012
-435
-13% -$59K 0.01% 482
2025
Q1
$468K Sell
3,447
-326
-9% -$44.2K 0.01% 315
2024
Q4
$498K Sell
3,773
-458
-11% -$60.5K 0.01% 314
2024
Q3
$601K Sell
4,231
-23
-0.5% -$3.27K 0.01% 299
2024
Q2
$541K Hold
4,254
0.01% 309
2024
Q1
$558K Buy
+4,254
New +$558K 0.01% 305