Truist Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Truist Financial’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.8M	Buy	384,568 +83,395	+28%	+$7.11M	0.04%	327
2026 Q1	$23.1M	Buy	301,173 +35,976	+14%	+$2.88M	0.03%	384
2025 Q4	$21.3M	Buy	265,197 +8,472	+3%	+$674K	0.03%	393
2025 Q3	$20.1M	Buy	256,725 +43,436	+20%	+$3.28M	0.03%	407
2025 Q2	$15.5M	Sell	213,289 -19,171	-8%	-$1.29M	0.02%	472
2025 Q1	$15.3M	Buy	232,460 +71,297	+44%	+$4.93M	0.02%	453
2024 Q4	$11.1M	Buy	161,163 +455	+0.3%	+$31.5K	0.02%	541
2024 Q3	$10.8M	Sell	160,708 -7,891	-5%	-$513K	0.02%	562
2024 Q2	$10.8M	Sell	168,599 -12,349	-7%	-$760K	0.02%	581
2024 Q1	$11.1M	Sell	180,948 -160,051	-47%	-$9.37M	0.02%	589
2023 Q4	$19.1M	Buy	340,999 +158,523	+87%	+$8.3M	0.03%	421
2023 Q3	$9.17M	Buy	182,476 +44,634	+32%	+$2.33M	0.02%	607
2023 Q2	$7.18M	Buy	137,842 +8,758	+7%	+$432K	0.01%	702
2023 Q1	$6.22M	Buy	129,084 +53,758	+71%	+$2.52M	0.01%	748
2022 Q4	$3.39M	Sell	75,326 -2,771	-4%	-$125K	0.01%	968
2022 Q3	$3.28M	Buy	78,097 +23,054	+42%	+$1.08M	0.01%	952
2022 Q2	$2.44M	Buy	55,043 +18,741	+52%	+$903K	﹤0.01%	1115
2022 Q1	$1.93M	Buy	36,302 +3,219	+10%	+$169K	﹤0.01%	1307
2021 Q4	$1.85M	Sell	33,083 -2,367	-7%	-$128K	﹤0.01%	1333
2021 Q3	$1.79M	Sell	35,450 -6,415	-15%	-$333K	﹤0.01%	1330
2021 Q2	$2.11M	Buy	41,865 +692	+2%	+$34K	﹤0.01%	1266
2021 Q1	$1.92M	Sell	41,173 -3,009	-7%	-$136K	﹤0.01%	1261
2020 Q4	$1.94M	Buy	44,182 +5,984	+16%	+$250K	﹤0.01%	1180
2020 Q3	$1.5M	Buy	38,198 +489	+1%	+$19K	﹤0.01%	1184
2020 Q2	$1.37M	Sell	37,709 -43,734	-54%	-$1.5M	﹤0.01%	1173
2020 Q1	$2.46M	Sell	81,443 -27,317	-25%	-$980K	0.01%	894
2019 Q4	$4.11M	Buy	+108,760	New	+$3.93M	0.01%	825

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Truist Financial's SPYM Position: Q2 2026 in Review

Truist Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 28% in Q2 2026, buying an estimated $7.11M and bringing the position to 384,568 shares worth $33.8M. The position accounts for 0.04% of the portfolio, ranked #327.

Truist Financial first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Truist Financial held 384,568 shares of State Street SPDR Portfolio S&P 500 ETF worth $33.8M as of Q2 2026.
Truist Financial bought 83,395 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.11M.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Truist Financial's portfolio in Q2 2026, its #327 holding.
Truist Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.