FCBT
SPYM

First Citizens Bank & Trust’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

First Citizens Bank & Trust’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
2025
Q1 		– Sell
-3,168
Closed -$218K – 539
2024
Q4 		$218K Buy
+3,168
New +$220K ﹤0.01% 444

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Citizens Bank & Trust's SPYM Position: Q1 2025 in Review

First Citizens Bank & Trust sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2025, closing a stake of 3,168 shares — an estimated $218K sold.

First Citizens Bank & Trust first reported a position in SPYM in Q4 2024 and held it in 1 quarter. The position peaked at $218K in Q4 2024. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

  • First Citizens Bank & Trust reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • First Citizens Bank & Trust sold 3,168 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $218K.
  • First Citizens Bank & Trust first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and held it in 1 quarter.
  • First Citizens Bank & Trust's State Street SPDR Portfolio S&P 500 ETF position peaked at $218K in Q4 2024.
  • 1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on First Citizens Bank & Trust's 13F filing for Q1 2025, filed 14 Apr 2025.