SEC 13F Intelligence

Triumph Capital Management / SPY

Triumph Capital Management’s State Str Spdr S&P 500 Etf T Position

Does Triumph Capital Management own State Str Spdr S&P 500 Etf T (SPY)? Yes — 15.7K shares worth $10M (+2.09% of its 13F portfolio) as of Q1 2026, down from 15.9K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
15.7K
% of Portfolio
+2.09%
Quarters Held
18
currently held

Position History SPY

Reported value by quarter
Q2 ’21: $12MQ2 ’21Q3 ’21: $12MQ4 ’21: $12MQ1 ’22: $10MQ1 ’22Q2 ’22: $10MQ3 ’22: $9MQ4 ’22: $11MQ4 ’22Q1 ’23: $10MQ2 ’23: $10MQ3 ’23: $8MQ3 ’23Q4 ’23: $9MQ1 ’24: $7MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ2 ’25: $9MQ3 ’25: $7MQ3 ’25Q4 ’25: $11MQ1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.7K$10M+2.09%
Q4 202515.9K$11M+2.34%
Q3 202510.6K$7M+1.72%
Q2 202514.8K$9M+2.74%
Q1 202516.1K$9M+3.01%
Q4 202416.1K$9M+3.22%
Q1 202413.7K$7M+2.92%
Q4 202318.6K$9M+3.75%
Q3 202318.7K$8M+3.62%
Q2 202322.3K$10M+4.49%
Q1 202325.4K$10M+5.31%
Q4 202228.3K$11M+5.79%
Q3 202225.9K$9M+5.04%
Q2 202226.3K$10M+5.24%
Q1 202223.2K$10M+4.54%
Q4 202125.7K$12M+5.27%
Q3 202126.9K$12M+5.42%
Q2 202127.1K$12M+6.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triumph Capital Management’s full portfolio or all institutional holders of SPY.