Truist Financial
SPGM icon

Truist Financial’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Truist Financial’s Portfolio SPGM Stock Details SPGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.93M Sell
22,547
-242
-1% -$20.2K ﹤0.01% 1410
2026
Q1 		$1.73M Sell
22,789
-674
-3% -$52.8K ﹤0.01% 1418
2025
Q4 		$1.8M Sell
23,463
-996
-4% -$75.7K ﹤0.01% 1362
2025
Q3 		$1.83M Sell
24,459
-808
-3% -$57.9K ﹤0.01% 1384
2025
Q2 		$1.74M Sell
25,267
-371
-1% -$23.8K ﹤0.01% 1346
2025
Q1 		$1.6M Buy
25,638
+3,250
+15% +$210K ﹤0.01% 1318
2024
Q4 		$1.42M Sell
22,388
-2
-0% -$130 ﹤0.01% 1402
2024
Q3 		$1.45M Sell
22,390
-9
-0% -$558 ﹤0.01% 1371
2024
Q2 		$1.36M Sell
22,399
-734
-3% -$43.7K ﹤0.01% 1462
2024
Q1 		$1.38M Sell
23,133
-20
-0.1% -$1.14K ﹤0.01% 1457
2023
Q4 		$1.28M Buy
+23,153
New +$1.2M ﹤0.01% 1481
2023
Q3 		– Sell
-3,873
Closed -$203K – 2667
2023
Q2 		$203K Buy
+3,873
New +$196K ﹤0.01% 2433

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

Truist Financial's SPGM Position: Q2 2026 in Review

Truist Financial reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 1.1% in Q2 2026, selling an estimated $20.2K and leaving 22,547 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Truist Financial first reported a position in SPGM in Q2 2023 and has held it in 12 quarters since. 108 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Truist Financial held 22,547 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.93M as of Q2 2026.
  • Truist Financial sold 242 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $20.2K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1410 holding.
  • Truist Financial first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2023 and has held it in 12 quarters since.
  • 108 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.