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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
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 $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Triumph Capital Management's SPDW Position: Q1 2026 in Review

Triumph Capital Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.3% in Q1 2026, selling an estimated $44K and leaving 13,869 shares worth $633K. The position accounts for 0.13% of the portfolio, ranked #157.

Triumph Capital Management first reported a position in SPDW in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.01M in Q2 2024. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Triumph Capital Management held 13,869 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $633K as of Q1 2026.
  • Triumph Capital Management sold 937 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $44K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.13% of Triumph Capital Management's portfolio in Q1 2026, its #157 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 20 quarters since.
  • Triumph Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.01M in Q2 2024.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.