Truist Financial
SPYV icon

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
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 		$3.73M 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

CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Truist Financial's SPYV Position: Q2 2026 in Review

Truist Financial reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.9% in Q2 2026, selling an estimated $527K and leaving 447,664 shares worth $27.2M. The position accounts for 0.03% of the portfolio, ranked #368.

Truist Financial first reported a position in SPYV in Q4 2019 and has held it in 27 quarters since. 734 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Truist Financial held 447,664 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $27.2M as of Q2 2026.
  • Truist Financial sold 8,813 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $527K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Truist Financial's portfolio in Q2 2026, its #368 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 27 quarters since.
  • 734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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