Triumph Capital Management Spdr Portfolio S&P 500 Value E Transaction History

Triumph Capital Management

$325 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$52.12 - $55.33 $28,561 - $30,320	548 New	548 $30,000

Others Institutions Holding SPYV

# of Institutions

1,182

Shares Held

475M

Call Options Held

127K

Put Options Held

14.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

81.7M
Shares

$4.59 Billion
8.66% of portfolio
Lpl Financial LLC Fort Mill, SC

46.4M
Shares

$2.61 Billion
0.8% of portfolio
Goldman Sachs Group Inc New York, NY

22.2M
Shares

$1.25 Billion
0.16% of portfolio
Allworth Financial LP

19.3M
Shares

$1.08 Billion
4.86% of portfolio
Morgan Stanley New York, NY

8.97M
Shares

$504 Million
0.03% of portfolio

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triumph Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Triumph Capital Management with notifications on news.