Triumph Capital Management
SPDW icon

Triumph Capital Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Triumph Capital Management’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$852K Sell
16,971
-1,162
-6% -$59.1K 0.15% 151
2026
Q2 		$914K Buy
18,133
+4,264
+31% +$211K 0.17% 133
2026
Q1 		$633K Sell
13,869
-937
-6% -$44K 0.13% 157
2025
Q4 		$658K Buy
14,806
+3,626
+32% +$158K 0.14% 138
2025
Q3 		$478K Sell
11,180
-1,631
-13% -$67.6K 0.13% 166
2025
Q2 		$519K Sell
12,811
-9,804
-43% -$376K 0.16% 161
2025
Q1 		$823K Buy
22,615
+6,444
+40% +$233K 0.27% 93
2024
Q4 		$552K Sell
16,171
-3,350
-17% -$120K 0.19% 143
2024
Q3 		$733K Sell
19,521
-9,216
-32% -$333K 0.26% 97
2024
Q2 		$1.01M Buy
28,737
+3,330
+13% +$118K 0.39% 62
2024
Q1 		$907K Sell
25,407
-60
-0.2% -$2.06K 0.37% 59
2023
Q4 		$866K Buy
25,467
+3,440
+16% +$109K 0.37% 62
2023
Q3 		$683K Buy
22,027
+977
+5% +$31.6K 0.31% 76
2023
Q2 		$685K Sell
21,050
-1,865
-8% -$60.9K 0.31% 68
2023
Q1 		$736K Sell
22,915
-1,620
-7% -$51.1K 0.38% 50
2022
Q4 		$728K Buy
24,535
+67
+0.3% +$1.92K 0.39% 55
2022
Q3 		$631K Buy
24,468
+2,069
+9% +$59.7K 0.34% 65
2022
Q2 		$646K Buy
22,399
+2,583
+13% +$81.8K 0.34% 62
2022
Q1 		$679K Buy
19,816
+5,905
+42% +$205K 0.29% 85
2021
Q4 		$507K Buy
13,911
+2,147
+18% +$79K 0.22% 101
2021
Q3 		$426K Buy
11,764
+1,181
+11% +$43.9K 0.2% 115
2021
Q2 		$392K Buy
+10,583
New +$393K 0.23% 106

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Triumph Capital Management's SPDW Position: Q3 2026 in Review

Triumph Capital Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.4% in Q3 2026, selling an estimated $59.1K and leaving 16,971 shares worth $852K. The position accounts for 0.15% of the portfolio, ranked #151.

Triumph Capital Management first reported a position in SPDW in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.01M in Q2 2024. 896 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Triumph Capital Management held 16,971 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $852K as of Q3 2026.
  • Triumph Capital Management sold 1,162 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $59.1K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.15% of Triumph Capital Management's portfolio in Q3 2026, its #151 holding.
  • Triumph Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 22 quarters since.
  • Triumph Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.01M in Q2 2024.
  • 896 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.