Triumph Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.1M	Sell	14,859 -854	-5%	-$619K	2.01%	2
2026 Q1	$10.2M	Sell	15,713 -184	-1%	-$125K	2.09%	2
2025 Q4	$10.8M	Buy	15,897 +5,320	+50%	+$3.6M	2.34%	3
2025 Q3	$7.05M	Sell	10,577 -4,177	-28%	-$2.68M	1.89%	7
2025 Q2	$9.12M	Sell	14,754 -1,383	-9%	-$791K	2.74%	4
2025 Q1	$9.03M	Buy	16,137 +80	+0.5%	+$47K	3.01%	3
2024 Q4	$9.41M	Sell	16,057 -184	-1%	-$108K	3.22%	3
2024 Q3	$9.34M	Buy	16,241 +1,750	+12%	+$968K	3.33%	3
2024 Q2	$7.91M	Buy	14,491 +769	+6%	+$402K	3.09%	5
2024 Q1	$7.17M	Sell	13,722 -4,879	-26%	-$2.43M	2.92%	6
2023 Q4	$8.84M	Sell	18,601 -52	-0.3%	-$23.2K	3.75%	3
2023 Q3	$7.97M	Sell	18,653 -3,693	-17%	-$1.64M	3.62%	3
2023 Q2	$9.91M	Sell	22,346 -3,010	-12%	-$1.26M	4.49%	3
2023 Q1	$10.4M	Sell	25,356 -2,911	-10%	-$1.16M	5.31%	3
2022 Q4	$10.8M	Buy	28,267 +2,347	+9%	+$902K	5.79%	1
2022 Q3	$9.26M	Sell	25,920 -362	-1%	-$144K	5.04%	2
2022 Q2	$9.91M	Buy	26,282 +3,051	+13%	+$1.25M	5.24%	2
2022 Q1	$10.5M	Sell	23,231 -2,425	-9%	-$1.08M	4.54%	4
2021 Q4	$12.2M	Sell	25,656 -1,213	-5%	-$557K	5.27%	2
2021 Q3	$11.6M	Sell	26,869 -211	-0.8%	-$93.1K	5.42%	2
2021 Q2	$11.8M	Buy	+27,080	New	+$11.3M	6.9%	2

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Triumph Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.4% in Q2 2026, selling an estimated $619K and leaving 14,859 shares worth $11.1M. The position accounts for 2.01% of the portfolio, ranked #2.

Triumph Capital Management first reported a position in SPY in Q2 2021 and has held it in 21 quarters since. The position peaked at $12.2M in Q4 2021. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Triumph Capital Management held 14,859 shares of State Street SPDR S&P 500 ETF Trust worth $11.1M as of Q2 2026.
Triumph Capital Management sold 854 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $619K.
State Street SPDR S&P 500 ETF Trust made up 2.01% of Triumph Capital Management's portfolio in Q2 2026, its #2 holding.
Triumph Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and has held it in 21 quarters since.
Triumph Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $12.2M in Q4 2021.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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