Truist Financial’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Truist Financial’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.07M	Buy	39,862 +1,497	+4%	+$162K	﹤0.01%	1023
2026 Q2	$4.19M	Buy	38,365 +331	+0.9%	+$34.1K	0.01%	1007
2026 Q1	$3.6M	Sell	38,034 -4,501	-11%	-$435K	﹤0.01%	1005
2025 Q4	$3.87M	Sell	42,535 -11,138	-21%	-$1M	0.01%	958
2025 Q3	$4.76M	Sell	53,673 -1,244	-2%	-$106K	0.01%	904
2025 Q2	$4.38M	Sell	54,917 -2,986	-5%	-$227K	0.01%	914
2025 Q1	$4.54M	Sell	57,903 -25,167	-30%	-$2.13M	0.01%	875
2024 Q4	$7.25M	Sell	83,070 -66,102	-44%	-$5.91M	0.01%	678
2024 Q3	$13M	Sell	149,172 -8,764	-6%	-$734K	0.02%	498
2024 Q2	$12.4M	Sell	157,936 -65,677	-29%	-$5.22M	0.02%	531
2024 Q1	$18.6M	Buy	223,613 +361	+0.2%	+$28.9K	0.03%	442
2023 Q4	$18.6M	Sell	223,252 -7,480	-3%	-$553K	0.03%	428
2023 Q3	$16.7M	Buy	230,732 +5,225	+2%	+$404K	0.03%	434
2023 Q2	$17.4M	Sell	225,507 -35,526	-14%	-$2.64M	0.03%	428
2023 Q1	$19.9M	Buy	261,033 +91,893	+54%	+$7.3M	0.03%	379
2022 Q4	$12.6M	Sell	169,140 -3,624	-2%	-$272K	0.02%	495
2022 Q3	$11.6M	Sell	172,764 -1,988	-1%	-$150K	0.02%	513
2022 Q2	$12.7M	Buy	174,752 +6,513	+4%	+$508K	0.02%	514
2022 Q1	$14M	Buy	168,239 +14,592	+9%	+$1.21M	0.02%	532
2021 Q4	$13M	Buy	153,647 +5,523	+4%	+$472K	0.02%	554
2021 Q3	$12.1M	Buy	148,124 +14,033	+10%	+$1.15M	0.02%	570
2021 Q2	$11.5M	Buy	134,091 +23,259	+21%	+$1.98M	0.02%	584
2021 Q1	$9.09M	Buy	110,832 +598	+0.5%	+$46.1K	0.02%	626
2020 Q4	$7.3M	Buy	110,234 +63,844	+138%	+$3.79M	0.01%	692
2020 Q3	$2.32M	Buy	46,390 +10,704	+30%	+$549K	0.01%	1016
2020 Q2	$1.75M	Buy	35,686 +1,863	+6%	+$85.3K	﹤0.01%	1085
2020 Q1	$1.38M	Sell	33,823 -38,527	-53%	-$2.18M	﹤0.01%	1129
2019 Q4	$4.75M	Buy	+72,350	New	+$4.58M	0.01%	767

Other funds holding SLYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Truist Financial's SLYV Position: Q3 2026 in Review

Truist Financial increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3.9% in Q3 2026, buying an estimated $162K and bringing the position to 39,862 shares worth $4.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Truist Financial first reported a position in SLYV in Q4 2019 and has held it in 28 quarters since. The position peaked at $19.9M in Q1 2023. 434 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Truist Financial held 39,862 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $4.07M as of Q3 2026.
Truist Financial bought 1,497 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $162K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #1023 holding.
Truist Financial first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and has held it in 28 quarters since.
Truist Financial's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $19.9M in Q1 2023.
434 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.