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

First Citizens Bank & Trust’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	$350K	Hold	2,297	–	–	0.01%	529
2026 Q1	$335K	Sell	2,297 -650	-22%	-$96.9K	0.01%	530
2025 Q4	$410K	Sell	2,947 -65	-2%	-$9.04K	0.01%	477
2025 Q3	$422K	Hold	3,012	–	–	0.01%	466
2025 Q2	$409K	Sell	3,012 -435	-13%	-$57.7K	0.01%	482
2025 Q1	$468K	Sell	3,447 -326	-9%	-$43.8K	0.01%	315
2024 Q4	$498K	Sell	3,773 -458	-11%	-$64K	0.01%	314
2024 Q3	$601K	Sell	4,231 -23	-0.5%	-$3.11K	0.01%	299
2024 Q2	$541K	Hold	4,254	–	–	0.01%	309
2024 Q1	$558K	Buy	+4,254	New	+$534K	0.01%	305

Other funds holding SDY

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

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

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Citizens Bank & Trust's SDY Position: Q2 2026 in Review

First Citizens Bank & Trust held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,297 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #529.

First Citizens Bank & Trust first reported a position in SDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $601K in Q3 2024. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

First Citizens Bank & Trust held 2,297 shares of State Street SPDR S&P Dividend ETF worth $350K as of Q2 2026.
First Citizens Bank & Trust left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #529 holding.
First Citizens Bank & Trust first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 10 quarters since.
First Citizens Bank & Trust's State Street SPDR S&P Dividend ETF position peaked at $601K in Q3 2024.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.