Triumph Capital Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$401K	Sell	4,414 -304	-6%	-$26.8K	0.07%	257
2026 Q1	$373K	Hold	4,718	–	–	0.08%	229
2025 Q4	$389K	Sell	4,718 -11	-0.2%	-$899	0.08%	207
2025 Q3	$381K	Sell	4,729 -83	-2%	-$6.45K	0.1%	209
2025 Q2	$360K	Sell	4,812 -266	-5%	-$18.5K	0.11%	200
2025 Q1	$345K	Buy	5,078 +12	+0.2%	+$859	0.12%	195
2024 Q4	$362K	Sell	5,066 -1,232	-20%	-$88.7K	0.12%	190
2024 Q3	$441K	Sell	6,298 -8,448	-57%	-$570K	0.16%	147
2024 Q2	$978K	Sell	14,746 -4,636	-24%	-$297K	0.38%	65
2024 Q1	$1.24M	Sell	19,382 -4,360	-18%	-$266K	0.51%	43
2023 Q4	$1.39M	Sell	23,742 -475	-2%	-$25.9K	0.59%	38
2023 Q3	$1.27M	Buy	24,217 +86	+0.4%	+$4.7K	0.58%	39
2023 Q2	$1.31M	Sell	24,131 -2,331	-9%	-$120K	0.6%	37
2023 Q1	$1.33M	Sell	26,462 -1,971	-7%	-$97.3K	0.68%	30
2022 Q4	$1.34M	Buy	28,433 +601	+2%	+$28.6K	0.72%	29
2022 Q3	$1.23M	Sell	27,832 -664	-2%	-$32.5K	0.67%	35
2022 Q2	$1.32M	Buy	28,496 +1,261	+5%	+$63.7K	0.7%	36
2022 Q1	$1.51M	Buy	27,235 +5,645	+26%	+$310K	0.66%	32
2021 Q4	$1.26M	Buy	21,590 +1,071	+5%	+$60.6K	0.55%	43
2021 Q3	$1.09M	Buy	20,519 +1,476	+8%	+$80.3K	0.51%	45
2021 Q2	$1.02M	Buy	+19,043	New	+$985K	0.6%	40

Other funds holding SPTM

WAP

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

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

Triumph Capital Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 6.4% in Q2 2026, selling an estimated $26.8K and leaving 4,414 shares worth $401K. The position accounts for 0.07% of the portfolio, ranked #257.

Triumph Capital Management first reported a position in SPTM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.51M in Q1 2022. 189 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Triumph Capital Management held 4,414 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $401K as of Q2 2026.
Triumph Capital Management sold 304 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $26.8K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.07% of Triumph Capital Management's portfolio in Q2 2026, its #257 holding.
Triumph Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and has held it in 21 quarters since.
Triumph Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.51M in Q1 2022.
189 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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