Truist Financial
SPAB icon

Truist Financial’s State Street SPDR Portfolio Aggregate Bond Index ETF SPAB Stock Holding History

Truist Financial’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.6M Sell
229,737
-2,881
-1% -$72.1K 0.01% 879
2026
Q2 		$5.94M Buy
232,618
+2,841
+1% +$72.5K 0.01% 836
2026
Q1 		$5.89M Sell
229,777
-2,577
-1% -$66.5K 0.01% 788
2025
Q4 		$5.98M Sell
232,354
-14,152
-6% -$366K 0.01% 779
2025
Q3 		$6.37M Sell
246,506
-89,911
-27% -$2.3M 0.01% 777
2025
Q2 		$8.61M Buy
336,417
+57,441
+21% +$1.45M 0.01% 636
2025
Q1 		$7.13M Sell
278,976
-19,833
-7% -$500K 0.01% 679
2024
Q4 		$7.47M Buy
298,809
+10,821
+4% +$275K 0.01% 663
2024
Q3 		$7.53M Buy
287,988
+7,324
+3% +$189K 0.01% 680
2024
Q2 		$7.04M Sell
280,664
-22,329
-7% -$557K 0.01% 723
2024
Q1 		$7.66M Sell
302,993
-1,426,926
-82% -$36.1M 0.01% 725
2023
Q4 		$44.4M Buy
1,729,919
+100,688
+6% +$2.48M 0.07% 247
2023
Q3 		$39.7M Buy
1,629,231
+31,150
+2% +$776K 0.07% 256
2023
Q2 		$40.5M Buy
1,598,081
+53,289
+3% +$1.36M 0.07% 253
2023
Q1 		$39.8M Buy
1,544,792
+280,809
+22% +$7.18M 0.07% 254
2022
Q4 		$31.8M Buy
1,263,983
+441,163
+54% +$11.1M 0.06% 297
2022
Q3 		$20.5M Buy
822,820
+159,084
+24% +$4.17M 0.04% 350
2022
Q2 		$17.5M Sell
663,736
-90,612
-12% -$2.41M 0.03% 404
2022
Q1 		$21M Sell
754,348
-98,219
-12% -$2.81M 0.03% 415
2021
Q4 		$25.3M Sell
852,567
-289,384
-25% -$8.61M 0.04% 361
2021
Q3 		$34.1M Buy
1,141,951
+8,903
+0.8% +$268K 0.06% 295
2021
Q2 		$34M Buy
1,133,048
+462,051
+69% +$13.8M 0.06% 314
2021
Q1 		$19.9M Buy
670,997
+63,309
+10% +$1.91M 0.03% 413
2020
Q4 		$18.7M Sell
607,688
-15,560
-2% -$478K 0.04% 422
2020
Q3 		$19.2M Buy
623,248
+20,596
+3% +$638K 0.04% 365
2020
Q2 		$18.6M Buy
602,652
+15,671
+3% +$479K 0.04% 369
2020
Q1 		$17.7M Buy
+586,981
New +$17.4M 0.05% 373

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Truist Financial's SPAB Position: Q3 2026 in Review

Truist Financial reduced its State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) stake by 1.2% in Q3 2026, selling an estimated $72.1K and leaving 229,737 shares worth $5.6M. The position accounts for 0.01% of the portfolio, ranked #879.

Truist Financial first reported a position in SPAB in Q1 2020 and has held it in 27 quarters since. The position peaked at $44.4M in Q4 2023. 377 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • Truist Financial held 229,737 shares of State Street SPDR Portfolio Aggregate Bond Index ETF worth $5.6M as of Q3 2026.
  • Truist Financial sold 2,881 State Street SPDR Portfolio Aggregate Bond Index ETF shares in Q3 2026, an estimated $72.1K.
  • State Street SPDR Portfolio Aggregate Bond Index ETF made up 0.01% of Truist Financial's portfolio in Q3 2026, its #879 holding.
  • Truist Financial first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q1 2020 and has held it in 27 quarters since.
  • Truist Financial's State Street SPDR Portfolio Aggregate Bond Index ETF position peaked at $44.4M in Q4 2023.
  • 377 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q3 2026.

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