Triumph Capital Management SPY Holdings History
Triumph Capital Management's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Triumph Capital Management held 14,754.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $9.12 Mil. This investment constitutes 2.74% of their stock portfolio, and Triumph Capital Management now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q2. And since then Triumph Capital Management has made 6 purchases of SPY, at an average price of $422.67, for a total of 35,077.00 shares. In addition, there have been 10 sales at an average price of $456.57 for 20,323.00 shares. Based on historical transaction data and SPY's current price of $634.42, Triumph Capital Management's estimated gain on his SPY holdings is $3.81 Mil, reflecting a 25.72% gain to date.
Triumph Capital Management SPY ($634.42) Holding Chart
Triumph Capital Management SPY ($634.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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