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 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Triumph Capital Management's SPSM Position: Q2 2026 in Review

Triumph Capital Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 23% in Q2 2026, buying an estimated $73.7K and bringing the position to 7,464 shares worth $430K. The position accounts for 0.08% of the portfolio, ranked #239.

Triumph Capital Management first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.51M in Q4 2023. 237 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Triumph Capital Management held 7,464 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $430K as of Q2 2026.
Triumph Capital Management bought 1,381 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $73.7K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.08% of Triumph Capital Management's portfolio in Q2 2026, its #239 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 13 quarters since.
Triumph Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.51M in Q4 2023.
237 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.