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	$105M	Buy	161,600 +1,300	+0.8%	+$884K	0.14%	142
2025 Q4	$109M	Buy	160,300 +900	+0.6%	+$608K	0.15%	136
2025 Q3	$106M	Sell	159,400 -79,800	-33%	-$51.2M	0.14%	145
2025 Q2	$148M	Buy	239,200 +2,400	+1%	+$1.37M	0.22%	96
2025 Q1	$132M	Buy	236,800 +85,200	+56%	+$50.1M	0.21%	97
2024 Q4	$88.8M	Sell	151,600 -96,400	-39%	-$56.8M	0.14%	140
2024 Q3	$142M	Buy	248,000 +100,200	+68%	+$55.4M	0.22%	85
2024 Q2	$80.4M	Sell	147,800 -3,600	-2%	-$1.88M	0.12%	168
2024 Q1	$79.2M	Sell	151,400 -12,900	-8%	-$6.42M	0.12%	171
2023 Q4	$78.1M	Sell	164,300 -3,200	-2%	-$1.43M	0.12%	162
2023 Q3	$71.6M	Sell	167,500 -10,600	-6%	-$4.71M	0.12%	168
2023 Q2	$78.9M	Sell	178,100 -27,400	-13%	-$11.5M	0.13%	155
2023 Q1	$84.1M	Sell	205,500 -107,200	-34%	-$42.8M	0.14%	141
2022 Q4	$120M	Buy	312,700 +141,300	+82%	+$54.3M	0.21%	117
2022 Q3	$61.2M	Sell	171,400 -122,700	-42%	-$48.7M	0.12%	172
2022 Q2	$111M	Buy	294,100 +67,900	+30%	+$27.8M	0.2%	116
2022 Q1	$102M	Sell	226,200 -20,500	-8%	-$9.13M	0.16%	136
2021 Q4	$117M	Sell	246,700 -5,600	-2%	-$2.57M	0.18%	126
2021 Q3	$108M	Buy	252,300 +91,600	+57%	+$40.4M	0.18%	134
2021 Q2	$68.8M	Sell	160,700 -27,800	-15%	-$11.6M	0.11%	188
2021 Q1	$74.7M	Sell	188,500 -8,100	-4%	-$3.12M	0.13%	170
2020 Q4	$73.5M	Sell	196,600 -90,700	-32%	-$32.2M	0.14%	159
2020 Q3	$96.2M	Buy	287,300 +70,100	+32%	+$23.2M	0.21%	111
2020 Q2	$67M	Buy	217,200 +16,400	+8%	+$4.8M	0.15%	154
2020 Q1	$51.8M	Sell	200,800 -46,700	-19%	-$14.2M	0.14%	162
2019 Q4	$79.7M	Buy	+247,500	New	+$76.2M	0.16%	140

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.