Triumph Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Triumph Capital Management’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$164K	Sell	2,601 -21	-0.8%	-$1.39K	0.03%	398
2026 Q2	$177K	Buy	2,622 +16	+0.6%	+$1.03K	0.03%	380
2026 Q1	$154K	Buy	2,606 +27	+1%	+$1.64K	0.03%	376
2025 Q4	$149K	Buy	+2,579	New	+$148K	0.03%	357

Other funds holding SPMD

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

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

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

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

Triumph Capital Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.8% in Q3 2026, selling an estimated $1.39K and leaving 2,601 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #398.

Triumph Capital Management first reported a position in SPMD in Q4 2025 and has held it in 4 quarters since. The position peaked at $177K in Q2 2026. 573 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Triumph Capital Management held 2,601 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $164K as of Q3 2026.
Triumph Capital Management sold 21 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $1.39K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Triumph Capital Management's portfolio in Q3 2026, its #398 holding.
Triumph Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 4 quarters since.
Triumph Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $177K in Q2 2026.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

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