Triumph Capital Management XLSR — SPDR SSGA U.S. SECTOR ROTATION ETF

Ownership history in Triumph Capital Management  ·  12 quarters on record

AI Ownership Summary

Triumph Capital Management reported SPDR SSGA U.S. SECTOR ROTATION ETF (XLSR) in 12 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.19% in 2025 Q1. The latest visible filing shows XLSR at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLSR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triumph Capital Management's position in SPDR SSGA U.S. SECTOR ROTATION ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

XLSR was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLSR stock page Triumph Capital Management fund profile Triumph Capital Management full holdings
How Triumph Capital Management held XLSR — position size vs. price
% of Fund (quarterly)    XLSR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 11,661 +210 +1.8% 0.14% $774K 2026-10-14 $66.85
2026 Q2 REDUCED — — — 11,451 -369 -3.1% 0.13% $743K 2026-07-21 $64.49
2026 Q1 ADDED — — — 11,820 +686 +6.2% 0.14% $682K 2026-05-13 $65.40
2025 Q4 REDUCED — — — 11,134 -163 -1.4% 0.15% $694K 2026-02-14 (Est.) $60.52
2025 Q3 ADDED — — — 11,297 +105 +0.9% 0.16% $673K 2025-11-17 $60.30
2025 Q2 ADDED — — — 11,192 +25 +0.2% 0.18% $615K 2025-07-09 $54.93
2025 Q1 ADDED — — — 11,167 +2,451 +28.1% 0.19% $567K 2025-05-06 $49.65
2024 Q4 ADDED — — — 8,716 +153 +1.8% 0.16% $466K 2025-02-14 $55.44
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLSR

As of 2026 Q3 — sorted by position size

Midwest Financial Network, LLC 3.11% Global Financial Private Client, LLC 1.38% Integrity Wealth Partners, LLC 1.38% Legacy Wealth Partners, LLC 1.32% Signal Advisors Wealth, LLC 0.84% ABSOLUTE CAPITAL MANAGEMENT, LLC 3Y 0.28% Mosley Wealth Management 0.22% Spinnaker Investment Group, LLC 3Y 0.15% Castleview Partners, LLC 3Y 7Y 0.15% Wilkins Miller Wealth Management, LLC 0.13%

FAQ About Triumph Capital Management and XLSR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Triumph Capital Management reported owning XLSR?

Triumph Capital Management reported XLSR across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported XLSR position in Triumph Capital Management's portfolio?

The largest reported portfolio weight for XLSR was 0.19% in 2025 Q1.

What is the latest reported XLSR position on this page?

The most recent filing on this page is 2026 Q3, when Triumph Capital Management reported 11,661 shares, equal to 0.14% of portfolio, with an estimated market value of $774K.

What does the chart on this XLSR ownership page compare?

The chart compares Triumph Capital Management's quarterly XLSR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Triumph Capital Management time their XLSR position?

Based on 13F filing dates vs. subsequent XLSR price moves, Triumph Capital Management correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on XLSR relative to SPY over the holding period was +166.3%.

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