Truist Financial
SPTS icon

Truist Financial’s State Street SPDR Portfolio Short Term Treasury Index ETF SPTS Stock Holding History

Truist Financial’s Portfolio SPTS Stock Details SPTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$57.4M Buy
2,003,742
+98,351
+5% +$2.84M 0.07% 227
2026
Q2 		$55.3M Buy
1,905,391
+79,104
+4% +$2.3M 0.07% 237
2026
Q1 		$53.3M Buy
1,826,287
+381,159
+26% +$11.1M 0.07% 229
2025
Q4 		$42.3M Buy
1,445,128
+76,823
+6% +$2.25M 0.06% 267
2025
Q3 		$40.1M Sell
1,368,305
-15,915
-1% -$465K 0.05% 276
2025
Q2 		$40.5M Sell
1,384,220
-260,114
-16% -$7.59M 0.06% 267
2025
Q1 		$48.1M Sell
1,644,334
-322,984
-16% -$9.39M 0.08% 226
2024
Q4 		$57.1M Sell
1,967,318
-261,865
-12% -$7.61M 0.09% 205
2024
Q3 		$65.6M Buy
2,229,183
+557,110
+33% +$16.3M 0.1% 190
2024
Q2 		$48.3M Buy
1,672,073
+338,637
+25% +$9.7M 0.07% 238
2024
Q1 		$38.6M Sell
1,333,436
-600,913
-31% -$17.4M 0.06% 281
2023
Q4 		$56.2M Buy
1,934,349
+815,568
+73% +$23.5M 0.09% 207
2023
Q3 		$32.1M Sell
1,118,781
-85,704
-7% -$2.46M 0.05% 303
2023
Q2 		$34.7M Sell
1,204,485
-15,889
-1% -$462K 0.06% 291
2023
Q1 		$35.7M Buy
1,220,374
+902,324
+284% +$26.2M 0.06% 276
2022
Q4 		$9.19M Buy
318,050
+2,362
+0.7% +$68.2K 0.02% 599
2022
Q3 		$9.13M Sell
315,688
-38,760
-11% -$1.14M 0.02% 585
2022
Q2 		$10.4M Sell
354,448
-395,629
-53% -$11.7M 0.02% 560
2022
Q1 		$22.2M Buy
750,077
+482,852
+181% +$14.5M 0.04% 397
2021
Q4 		$8.13M Buy
267,225
+22,018
+9% +$672K 0.01% 723
2021
Q3 		$7.51M Buy
245,207
+21,468
+10% +$658K 0.01% 736
2021
Q2 		$6.86M Buy
223,739
+144,669
+183% +$4.44M 0.01% 761
2021
Q1 		$2.42M Sell
79,070
-31,390
-28% -$963K ﹤0.01% 1147
2020
Q4 		$3.39M Buy
110,460
+4,896
+5% +$150K 0.01% 967
2020
Q3 		$3.24M Buy
105,564
+10,395
+11% +$319K 0.01% 892
2020
Q2 		$2.92M Buy
95,169
+34,715
+57% +$1.07M 0.01% 889
2020
Q1 		$1.86M Buy
60,454
+51,371
+566% +$1.55M ﹤0.01% 1004
2019
Q4 		$272K Buy
+9,083
New +$272K ﹤0.01% 2205

Other funds holding SPTS

GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Evermay Wealth Management
Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Truist Financial's SPTS Position: Q3 2026 in Review

Truist Financial increased its State Street SPDR Portfolio Short Term Treasury Index ETF (SPTS) stake by 5.2% in Q3 2026, buying an estimated $2.84M and bringing the position to 2,003,742 shares worth $57.4M. The position accounts for 0.07% of the portfolio, ranked #227.

Truist Financial first reported a position in SPTS in Q4 2019 and has held it in 28 quarters since. The position peaked at $65.6M in Q3 2024. 204 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

  • Truist Financial held 2,003,742 shares of State Street SPDR Portfolio Short Term Treasury Index ETF worth $57.4M as of Q3 2026.
  • Truist Financial bought 98,351 State Street SPDR Portfolio Short Term Treasury Index ETF shares in Q3 2026, an estimated $2.84M.
  • State Street SPDR Portfolio Short Term Treasury Index ETF made up 0.07% of Truist Financial's portfolio in Q3 2026, its #227 holding.
  • Truist Financial first reported a position in State Street SPDR Portfolio Short Term Treasury Index ETF in Q4 2019 and has held it in 28 quarters since.
  • Truist Financial's State Street SPDR Portfolio Short Term Treasury Index ETF position peaked at $65.6M in Q3 2024.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury Index ETF as of Q3 2026.

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