Truist Financial
SPSM icon

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

Truist Financial’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.7M Sell
759,436
-16,070
-2% -$795K 0.05% 295
2025
Q4 		$36.3M Sell
775,506
-64,522
-8% -$3.01M 0.05% 292
2025
Q3 		$38.9M Sell
840,028
-3,491
-0.4% -$157K 0.05% 287
2025
Q2 		$35.9M Sell
843,519
-4,377
-0.5% -$177K 0.05% 284
2025
Q1 		$34.6M Sell
847,896
-93,413
-10% -$4.11M 0.06% 282
2024
Q4 		$42.3M Buy
941,309
+5,484
+0.6% +$255K 0.07% 259
2024
Q3 		$42.6M Buy
935,825
+5,589
+0.6% +$246K 0.07% 254
2024
Q2 		$38.6M Buy
930,236
+3,190
+0.3% +$133K 0.06% 275
2024
Q1 		$39.9M Buy
927,046
+4,287
+0.5% +$177K 0.06% 274
2023
Q4 		$38.9M Buy
922,759
+9,185
+1% +$346K 0.06% 272
2023
Q3 		$33.7M Buy
913,574
+38,439
+4% +$1.5M 0.06% 293
2023
Q2 		$34M Buy
875,135
+165,792
+23% +$6.16M 0.06% 298
2023
Q1 		$26.8M Buy
709,343
+3,733
+0.5% +$146K 0.05% 328
2022
Q4 		$26.1M Buy
705,610
+22,079
+3% +$827K 0.05% 334
2022
Q3 		$23.3M Buy
683,531
+2,086
+0.3% +$79K 0.04% 325
2022
Q2 		$24.5M Buy
681,445
+18,198
+3% +$706K 0.05% 330
2022
Q1 		$27.9M Sell
663,247
-155,495
-19% -$6.55M 0.04% 335
2021
Q4 		$36.6M Buy
818,742
+15,869
+2% +$705K 0.06% 297
2021
Q3 		$34.2M Buy
802,873
+161,422
+25% +$6.92M 0.06% 294
2021
Q2 		$28.2M Buy
641,451
+109,185
+21% +$4.74M 0.05% 348
2021
Q1 		$22.5M Buy
532,266
+76,828
+17% +$3.13M 0.04% 385
2020
Q4 		$16.3M Buy
455,438
+13,411
+3% +$430K 0.03% 454
2020
Q3 		$12.1M Buy
442,027
+1,903
+0.4% +$53K 0.03% 504
2020
Q2 		$11.7M Buy
440,124
+315,282
+253% +$7.75M 0.03% 494
2020
Q1 		$2.73M Buy
124,842
+17,414
+16% +$505K 0.01% 857
2019
Q4 		$3.5M Buy
107,428
+8,487
+9% +$265K 0.01% 892
2019
Q3 		$2.97M Buy
98,941
+4,168
+4% +$126K 0.05% 297
2019
Q2 		$2.9M Buy
94,773
+13,106
+16% +$399K 0.05% 296
2019
Q1 		$2.47M Buy
81,667
+19,725
+32% +$586K 0.04% 322
2018
Q4 		$1.63M Buy
61,942
+37,716
+156% +$1.11M 0.03% 367
2018
Q3 		$805K Buy
24,226
+10,691
+79% +$356K 0.01% 505
2018
Q2 		$437K Buy
13,535
+6,756
+100% +$213K 0.01% 601
2018
Q1 		$202K Buy
+6,779
New +$206K ﹤0.01% 726

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial's SPSM Position: Q1 2026 in Review

Truist Financial reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.1% in Q1 2026, selling an estimated $795K and leaving 759,436 shares worth $36.7M. The position accounts for 0.05% of the portfolio, ranked #295.

Truist Financial first reported a position in SPSM in Q1 2018 and has held it in 33 quarters since. The position peaked at $42.6M in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Truist Financial held 759,436 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $36.7M as of Q1 2026.
  • Truist Financial sold 16,070 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $795K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Truist Financial's portfolio in Q1 2026, its #295 holding.
  • Truist Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 33 quarters since.
  • Truist Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $42.6M in Q3 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.