Truist Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Truist Financial’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.28M	Hold	3,500	–	–	﹤0.01%	1237
2025 Q4	$2.39M	Hold	3,500	–	–	﹤0.01%	1198
2025 Q3	$2.33M	Hold	3,500	–	–	﹤0.01%	1262
2025 Q2	$2.16M	Buy	3,500 +2,000	+133%	+$1.14M	﹤0.01%	1234
2025 Q1	$839K	Buy	+1,500	New	+$882K	﹤0.01%	1612
2023 Q2	–	Sell	-3,900	Closed	-$1.6M	–	2668
2023 Q1	$1.6M	Buy	3,900 +2,000	+105%	+$798K	﹤0.01%	1335
2022 Q4	$727K	Sell	1,900 -3,600	-65%	-$1.38M	﹤0.01%	1726
2022 Q3	$1.96M	Sell	5,500 -6,600	-55%	-$2.62M	﹤0.01%	1184
2022 Q2	$4.57M	Buy	12,100 +7,400	+157%	+$3.03M	0.01%	838
2022 Q1	$2.12M	Sell	4,700 -37,600	-89%	-$16.7M	﹤0.01%	1271
2021 Q4	$20.1M	Sell	42,300 -2,400	-5%	-$1.1M	0.03%	431
2021 Q3	$19.2M	Buy	44,700 +29,800	+200%	+$13.1M	0.03%	429
2021 Q2	$6.38M	Hold	14,900	–	–	0.01%	793
2021 Q1	$5.91M	Buy	14,900 +500	+3%	+$193K	0.01%	785
2020 Q4	$5.38M	Sell	14,400 -3,000	-17%	-$1.06M	0.01%	785
2020 Q3	$5.83M	Sell	17,400 -5,600	-24%	-$1.86M	0.01%	712
2020 Q2	$7.09M	Sell	23,000 -51,900	-69%	-$15.2M	0.02%	628
2020 Q1	$19.3M	Buy	74,900 +67,900	+970%	+$20.7M	0.05%	354
2019 Q4	$2.25M	Buy	+7,000	New	+$2.16M	﹤0.01%	1082

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial's SPY Position: Q1 2026 in Review

Truist Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.66% in Q1 2026, buying an estimated $14M and bringing the position to 3,149,164 shares worth $2.05B. The position accounts for 2.76% of the portfolio, ranked #2.

Truist Financial first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.13B in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Truist Financial held 3,149,164 shares of State Street SPDR S&P 500 ETF Trust worth $2.05B as of Q1 2026.
Truist Financial bought 20,530 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $14M.
State Street SPDR S&P 500 ETF Trust made up 2.76% of Truist Financial's portfolio in Q1 2026, its #2 holding.
Truist Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Truist Financial's State Street SPDR S&P 500 ETF Trust position peaked at $2.13B in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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