Truist Financial
SPTM icon

Truist Financial’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Truist Financial’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.52M Buy
27,378
+404
+1% +$37.2K ﹤0.01% 1260
2026
Q2 		$2.45M Buy
26,974
+433
+2% +$38.1K ﹤0.01% 1270
2026
Q1 		$2.1M Sell
26,541
-95,018
-78% -$7.85M ﹤0.01% 1293
2025
Q4 		$10M Buy
121,559
+18,902
+18% +$1.55M 0.01% 606
2025
Q3 		$8.28M Sell
102,657
-32
-0% -$2.49K 0.01% 680
2025
Q2 		$7.69M Sell
102,689
-1,152
-1% -$80K 0.01% 676
2025
Q1 		$7.06M Buy
103,841
+1,504
+1% +$108K 0.01% 683
2024
Q4 		$7.31M Sell
102,337
-25,273
-20% -$1.82M 0.01% 673
2024
Q3 		$8.94M Sell
127,610
-61,557
-33% -$4.16M 0.01% 623
2024
Q2 		$12.6M Sell
189,167
-5,483
-3% -$351K 0.02% 528
2024
Q1 		$12.5M Sell
194,650
-2,696
-1% -$165K 0.02% 545
2023
Q4 		$11.5M Sell
197,346
-4,952
-2% -$270K 0.02% 556
2023
Q3 		$10.6M Sell
202,298
-1,667
-0.8% -$91.1K 0.02% 569
2023
Q2 		$11.1M Sell
203,965
-899
-0.4% -$46.4K 0.02% 556
2023
Q1 		$10.3M Sell
204,864
-193
-0.1% -$9.5K 0.02% 580
2022
Q4 		$9.7M Sell
205,057
-1,660
-0.8% -$78.9K 0.02% 580
2022
Q3 		$9.12M Buy
206,717
+94,784
+85% +$4.64M 0.02% 586
2022
Q2 		$5.2M Sell
111,933
-11,593
-9% -$585K 0.01% 794
2022
Q1 		$6.86M Sell
123,526
-183,755
-60% -$10.1M 0.01% 770
2021
Q4 		$18M Buy
307,281
+7,873
+3% +$446K 0.03% 465
2021
Q3 		$15.9M Buy
299,408
+182,466
+156% +$9.9M 0.03% 483
2021
Q2 		$6.19M Buy
116,942
+68
+0.1% +$3.52K 0.01% 798
2021
Q1 		$5.75M Sell
116,874
-595
-0.5% -$28.5K 0.01% 792
2020
Q4 		$5.41M Buy
117,469
+65,027
+124% +$2.83M 0.01% 783
2020
Q3 		$2.14M Buy
52,442
+602
+1% +$24.4K ﹤0.01% 1050
2020
Q2 		$1.96M Sell
51,840
-1,030
-2% -$36.8K ﹤0.01% 1039
2020
Q1 		$1.66M Sell
52,870
-204,656
-79% -$7.7M ﹤0.01% 1049
2019
Q4 		$10.3M Buy
+257,526
New +$9.8M 0.02% 570

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Keener Financial Planning
Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

Truist Financial's SPTM Position: Q3 2026 in Review

Truist Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.5% in Q3 2026, buying an estimated $37.2K and bringing the position to 27,378 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Truist Financial first reported a position in SPTM in Q4 2019 and has held it in 28 quarters since. The position peaked at $18M in Q4 2021. 522 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Truist Financial held 27,378 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.52M as of Q3 2026.
  • Truist Financial bought 404 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $37.2K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #1260 holding.
  • Truist Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 28 quarters since.
  • Truist Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $18M in Q4 2021.
  • 522 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

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