Triumph Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$70.1K	Buy	1,307 +20	+2%	+$1.04K	0.01%	579
2026 Q1	$63.5K	Buy	1,287 +219	+21%	+$11.4K	0.01%	570
2025 Q4	$58.5K	Buy	+1,068	New	+$56.9K	0.01%	573
2024 Q3	–	Sell	-23,912	Closed	-$983K	–	308
2024 Q2	$983K	Sell	23,912 -14,374	-38%	-$592K	0.38%	64
2024 Q1	$1.6M	Buy	38,286 +32,742	+591%	+$1.29M	0.65%	37
2023 Q4	$208K	Sell	5,544 -14,272	-72%	-$494K	0.09%	200
2023 Q3	$657K	Buy	19,816 +463	+2%	+$16K	0.3%	79
2023 Q2	$652K	Buy	+19,353	New	+$632K	0.3%	75
2023 Q1	–	Sell	-8,062	Closed	-$276K	–	239
2022 Q4	$276K	Sell	8,062 -87,520	-92%	-$2.96M	0.15%	153
2022 Q3	$2.9M	Buy	95,582 +589	+0.6%	+$19.5K	1.58%	14
2022 Q2	$2.99M	Sell	94,993 -2,037	-2%	-$70.4K	1.58%	12
2022 Q1	$3.72M	Sell	97,030 -2,009	-2%	-$78.5K	1.61%	13
2021 Q4	$3.87M	Sell	99,039 -2,051	-2%	-$80.6K	1.67%	10
2021 Q3	$3.79M	Sell	101,090 -6,218	-6%	-$233K	1.78%	9
2021 Q2	$3.92M	Buy	+107,308	New	+$3.93M	2.29%	6

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Triumph Capital Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.6% in Q2 2026, buying an estimated $1.04K and bringing the position to 1,307 shares worth $70.1K. The position accounts for 0.01% of the portfolio, ranked #579.

Triumph Capital Management first reported a position in XLF in Q2 2021 and has held it in 15 quarters since. The position peaked at $3.92M in Q2 2021. 754 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Triumph Capital Management held 1,307 shares of State Street Financial Select Sector SPDR ETF worth $70.1K as of Q2 2026.
Triumph Capital Management bought 20 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.04K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #579 holding.
Triumph Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 15 quarters since.
Triumph Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $3.92M in Q2 2021.
754 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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