Triumph Capital Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$356K	Sell	6,730 -734	-10%	-$41.3K	0.06%	282
2026 Q2	$430K	Buy	7,464 +1,381	+23%	+$73.7K	0.08%	239
2026 Q1	$294K	Sell	6,083 -942	-13%	-$46.6K	0.06%	273
2025 Q4	$329K	Sell	7,025 -769	-10%	-$35.9K	0.07%	238
2025 Q3	$361K	Buy	7,794 +2,492	+47%	+$112K	0.1%	220
2025 Q2	$226K	Sell	5,302 -4,828	-48%	-$195K	0.07%	261
2025 Q1	$413K	Sell	10,130 -2,621	-21%	-$115K	0.14%	178
2024 Q4	$573K	Sell	12,751 -686	-5%	-$31.9K	0.2%	136
2024 Q3	$612K	Sell	13,437 -16,600	-55%	-$729K	0.22%	119
2024 Q2	$1.25M	Buy	30,037 +1,307	+5%	+$54.5K	0.49%	48
2024 Q1	$1.22M	Sell	28,730 -7,025	-20%	-$290K	0.5%	45
2023 Q4	$1.51M	Buy	35,755 +6,045	+20%	+$228K	0.64%	35
2023 Q3	$1.1M	Buy	29,710 +17,148	+137%	+$668K	0.5%	47
2023 Q2	$488K	Buy	+12,562	New	+$467K	0.22%	98

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

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

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

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

Triumph Capital Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 9.8% in Q3 2026, selling an estimated $41.3K and leaving 6,730 shares worth $356K. The position accounts for 0.06% of the portfolio, ranked #282.

Triumph Capital Management first reported a position in SPSM in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.51M in Q4 2023. 601 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Triumph Capital Management held 6,730 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $356K as of Q3 2026.
Triumph Capital Management sold 734 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $41.3K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of Triumph Capital Management's portfolio in Q3 2026, its #282 holding.
Triumph Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 14 quarters since.
Triumph Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.51M in Q4 2023.
601 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

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