TCM
Triumph Capital Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.12M | Sell |
14,754
-1,383
| -9% | -$854K | 2.74% | 4 |
|
|
2025
Q1 | $9.03M | Buy |
16,137
+80
| +0.5% | +$44.8K | 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% | +$1.01M | 3.33% | 3 |
|
|
2024
Q2 | $7.91M | Buy |
14,491
+769
| +6% | +$420K | 3.09% | 5 |
|
|
2024
Q1 | $7.17M | Sell |
13,722
-4,879
| -26% | -$2.55M | 2.92% | 6 |
|
|
2023
Q4 | $8.84M | Sell |
18,601
-52
| -0.3% | -$24.7K | 3.75% | 3 |
|
|
2023
Q3 | $7.97M | Sell |
18,653
-3,693
| -17% | -$1.58M | 3.62% | 3 |
|
|
2023
Q2 | $9.91M | Sell |
22,346
-3,010
| -12% | -$1.33M | 4.49% | 3 |
|
|
2023
Q1 | $10.4M | Sell |
25,356
-2,911
| -10% | -$1.19M | 5.31% | 3 |
|
|
2022
Q4 | $10.8M | Buy |
28,267
+2,347
| +9% | +$898K | 5.79% | 1 |
|
|
2022
Q3 | $9.26M | Sell |
25,920
-362
| -1% | -$129K | 5.04% | 2 |
|
|
2022
Q2 | $9.92M | Buy |
26,282
+3,051
| +13% | +$1.15M | 5.24% | 2 |
|
|
2022
Q1 | $10.5M | Sell |
23,231
-2,425
| -9% | -$1.1M | 4.54% | 4 |
|
|
2021
Q4 | $12.2M | Sell |
25,656
-1,213
| -5% | -$576K | 5.27% | 2 |
|
|
2021
Q3 | $11.6M | Sell |
26,869
-211
| -0.8% | -$90.9K | 5.42% | 2 |
|
|
2021
Q2 | $11.8M | Buy |
+27,080
| New | +$11.8M | 6.9% | 2 |
|