Triumph Capital Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.01K	Sell	35 -62	-64%	-$9.87K	﹤0.01%	1296
2026 Q1	$13.8K	Sell	97 -23	-19%	-$3.71K	﹤0.01%	1006
2025 Q4	$22.5K	Buy	+120	New	+$23.1K	﹤0.01%	829

Other funds holding XSW

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

Triumph Capital Management reduced its State Street SPDR S&P Software & Services ETF (XSW) stake by 64% in Q2 2026, selling an estimated $9.87K and leaving 35 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Triumph Capital Management first reported a position in XSW in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.5K in Q4 2025. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Triumph Capital Management held 35 shares of State Street SPDR S&P Software & Services ETF worth $6.01K as of Q2 2026.
Triumph Capital Management sold 62 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $9.87K.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1296 holding.
Triumph Capital Management first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2025 and has held it in 3 quarters since.
Triumph Capital Management's State Street SPDR S&P Software & Services ETF position peaked at $22.5K in Q4 2025.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

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