Triumph Capital Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.4K	Sell	1,099 -608	-36%	-$28.6K	0.01%	662
2026 Q1	$77.7K	Sell	1,707 -8	-0.5%	-$368	0.02%	517
2025 Q4	$74.2K	Buy	+1,715	New	+$74.3K	0.02%	509

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

Triumph Capital Management reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 36% in Q2 2026, selling an estimated $28.6K and leaving 1,099 shares worth $52.4K. The position accounts for 0.01% of the portfolio, ranked #662.

Triumph Capital Management first reported a position in SPYD in Q4 2025 and has held it in 3 quarters since. The position peaked at $77.7K in Q1 2026. 523 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Triumph Capital Management held 1,099 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $52.4K as of Q2 2026.
Triumph Capital Management sold 608 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $28.6K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #662 holding.
Triumph Capital Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Triumph Capital Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $77.7K in Q1 2026.
523 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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