Truist Financial
SPMD icon

Truist Financial’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Truist Financial’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.66M Buy
83,729
+264
+0.3% +$17K 0.01% 861
2026
Q1 		$4.94M Sell
83,465
-68,556
-45% -$4.17M 0.01% 863
2025
Q4 		$8.8M Buy
152,021
+13
+0% +$747 0.01% 644
2025
Q3 		$8.69M Buy
152,008
+441
+0.3% +$24.8K 0.01% 662
2025
Q2 		$8.24M Buy
151,567
+137,993
+1,017% +$7.11M 0.01% 650
2025
Q1 		$695K Buy
13,574
+3,247
+31% +$177K ﹤0.01% 1696
2024
Q4 		$565K Buy
10,327
+4,069
+65% +$229K ﹤0.01% 1804
2024
Q3 		$342K Sell
6,258
-8,483
-58% -$449K ﹤0.01% 2062
2024
Q2 		$756K Sell
14,741
-314
-2% -$16.2K ﹤0.01% 1742
2024
Q1 		$803K Sell
15,055
-81
-0.5% -$4.03K ﹤0.01% 1721
2023
Q4 		$737K Sell
15,136
-1,785
-11% -$79.5K ﹤0.01% 1770
2023
Q3 		$741K Sell
16,921
-242
-1% -$11.1K ﹤0.01% 1708
2023
Q2 		$788K Buy
17,163
+7
+0% +$306 ﹤0.01% 1701
2023
Q1 		$754K Buy
17,156
+1,866
+12% +$83.5K ﹤0.01% 1715
2022
Q4 		$650K Sell
15,290
-1,044
-6% -$44.3K ﹤0.01% 1781
2022
Q3 		$630K Buy
16,334
+831
+5% +$35.2K ﹤0.01% 1708
2022
Q2 		$615K Buy
15,503
+152
+1% +$6.59K ﹤0.01% 1782
2022
Q1 		$724K Buy
15,351
+8,254
+116% +$386K ﹤0.01% 1790
2021
Q4 		$353K Hold
7,097
– – ﹤0.01% 2253
2021
Q3 		$328K Buy
7,097
+146
+2% +$6.89K ﹤0.01% 2278
2021
Q2 		$328K Sell
6,951
-922
-12% -$43.8K ﹤0.01% 2318
2021
Q1 		$360K Buy
7,873
+922
+13% +$40.5K ﹤0.01% 2168
2020
Q4 		$281K Buy
+6,951
New +$258K ﹤0.01% 2195

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Truist Financial's SPMD Position: Q2 2026 in Review

Truist Financial increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.32% in Q2 2026, buying an estimated $17K and bringing the position to 83,729 shares worth $5.66M. The position accounts for 0.01% of the portfolio, ranked #861.

Truist Financial first reported a position in SPMD in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.8M in Q4 2025. 565 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Truist Financial held 83,729 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.66M as of Q2 2026.
  • Truist Financial bought 264 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $17K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #861 holding.
  • Truist Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Truist Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $8.8M in Q4 2025.
  • 565 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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