Triumph Capital Management’s State Street SPDR S&P Retail ETF XRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.14K	Hold	26	–	–	﹤0.01%	1594
2026 Q2	$2.28K	Hold	26	–	–	﹤0.01%	1547
2026 Q1	$2.09K	Hold	26	–	–	﹤0.01%	1530
2025 Q4	$2.22K	Buy	+26	New	+$2.18K	﹤0.01%	1453

Other funds holding XRT

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Triumph Capital Management's XRT Position: Q3 2026 in Review

Triumph Capital Management held its State Street SPDR S&P Retail ETF (XRT) position steady in Q3 2026 at 26 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Triumph Capital Management first reported a position in XRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.28K in Q2 2026. 49 funds tracked by Wall St. Rank hold XRT as of Q3 2026.

Triumph Capital Management held 26 shares of State Street SPDR S&P Retail ETF worth $2.14K as of Q3 2026.
Triumph Capital Management left its State Street SPDR S&P Retail ETF share count unchanged in Q3 2026.
State Street SPDR S&P Retail ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1594 holding.
Triumph Capital Management first reported a position in State Street SPDR S&P Retail ETF in Q4 2025 and has held it in 4 quarters since.
Triumph Capital Management's State Street SPDR S&P Retail ETF position peaked at $2.28K in Q2 2026.
49 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.