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

Truist Financial’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$28.7M	Buy	469,709 +22,045	+5%	+$1.38M	0.03%	357
2026 Q2	$27.2M	Sell	447,664 -8,813	-2%	-$527K	0.03%	368
2026 Q1	$25.8M	Buy	456,477 +19,226	+4%	+$1.12M	0.03%	366
2025 Q4	$24.8M	Buy	437,251 +21,229	+5%	+$1.19M	0.03%	366
2025 Q3	$23M	Buy	416,022 +25,185	+6%	+$1.36M	0.03%	373
2025 Q2	$20.5M	Buy	390,837 +7,392	+2%	+$369K	0.03%	397
2025 Q1	$19.6M	Buy	383,445 +19,294	+5%	+$1M	0.03%	394
2024 Q4	$18.6M	Buy	364,151 +29,850	+9%	+$1.59M	0.03%	409
2024 Q3	$17.7M	Buy	334,301 +28,813	+9%	+$1.47M	0.03%	432
2024 Q2	$14.9M	Buy	305,488 +3,833	+1%	+$187K	0.02%	474
2024 Q1	$15.1M	Buy	301,655 +48,753	+19%	+$2.32M	0.02%	497
2023 Q4	$11.8M	Buy	252,902 +34,440	+16%	+$1.49M	0.02%	550
2023 Q3	$9.01M	Buy	218,462 +7,149	+3%	+$310K	0.02%	613
2023 Q2	$9.13M	Buy	211,313 +34,435	+19%	+$1.42M	0.02%	613
2023 Q1	$7.2M	Sell	176,878 -7,589	-4%	-$307K	0.01%	695
2022 Q4	$7.17M	Sell	184,467 -20,727	-10%	-$794K	0.01%	687
2022 Q3	$7.08M	Sell	205,194 -3,547	-2%	-$135K	0.01%	668
2022 Q2	$7.69M	Buy	208,741 +4,342	+2%	+$172K	0.01%	663
2022 Q1	$8.53M	Buy	204,399 +5,181	+3%	+$214K	0.01%	698
2021 Q4	$8.37M	Buy	199,218 +970	+0.5%	+$39.6K	0.01%	705
2021 Q3	$7.73M	Buy	198,248 +3,844	+2%	+$154K	0.01%	724
2021 Q2	$7.69M	Buy	194,404 +41,481	+27%	+$1.64M	0.01%	725
2021 Q1	$5.8M	Buy	152,923 +15,588	+11%	+$564K	0.01%	788
2020 Q4	$4.72M	Buy	137,335 +13,650	+11%	+$444K	0.01%	832
2020 Q3	$3.74M	Sell	123,685 -22,210	-15%	-$675K	0.01%	827
2020 Q2	$4.23M	Buy	145,895 +48,979	+51%	+$1.4M	0.01%	762
2020 Q1	$2.5M	Sell	96,916 -75,750	-44%	-$2.42M	0.01%	887
2019 Q4	$6.03M	Buy	+172,666	New	+$5.77M	0.01%	697

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Truist Financial's SPYV Position: Q3 2026 in Review

Truist Financial increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.9% in Q3 2026, buying an estimated $1.38M and bringing the position to 469,709 shares worth $28.7M. The position accounts for 0.03% of the portfolio, ranked #357.

Truist Financial first reported a position in SPYV in Q4 2019 and has held it in 28 quarters since. 888 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Truist Financial held 469,709 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $28.7M as of Q3 2026.
Truist Financial bought 22,045 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $1.38M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Truist Financial's portfolio in Q3 2026, its #357 holding.
Truist Financial first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 28 quarters since.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

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