Lunt Capital Management
SPDW icon

Lunt Capital Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Lunt Capital Management’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.12M Buy
62,072
+42
+0.1% +$2.14K 1.19% 26
2026
Q2 		$3.13M Sell
62,030
-460
-0.7% -$22.8K 1.15% 27
2026
Q1 		$2.85M Sell
62,490
-1,798
-3% -$84.4K 1.1% 27
2025
Q4 		$2.86M Sell
64,288
-1,560
-2% -$68.2K 1.07% 27
2025
Q3 		$2.82M Sell
65,848
-52
-0.1% -$2.16K 1.08% 24
2025
Q2 		$2.67M Sell
65,900
-13,141
-17% -$504K 1.02% 24
2025
Q1 		$2.88M Buy
79,041
+12,082
+18% +$437K 1.05% 24
2024
Q4 		$2.29M Buy
66,959
+697
+1% +$25K 0.89% 28
2024
Q3 		$2.49M Sell
66,262
-346
-0.5% -$12.5K 1.16% 25
2024
Q2 		$2.34M Sell
66,608
-2,203
-3% -$78.4K 1.15% 24
2024
Q1 		$2.47M Sell
68,811
-2,975
-4% -$102K 1.22% 22
2023
Q4 		$2.44M Buy
71,786
+4,427
+7% +$141K 1.26% 18
2023
Q3 		$2.09M Sell
67,359
-573
-0.8% -$18.5K 1.1% 23
2023
Q2 		$2.21M Buy
+67,932
New +$2.22M 1.19% 18

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Lunt Capital Management's SPDW Position: Q3 2026 in Review

Lunt Capital Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.07% in Q3 2026, buying an estimated $2.14K and bringing the position to 62,072 shares worth $3.12M. The position accounts for 1.19% of the portfolio, ranked #26.

Lunt Capital Management first reported a position in SPDW in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.13M in Q2 2026. 1,139 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Lunt Capital Management held 62,072 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.12M as of Q3 2026.
  • Lunt Capital Management bought 42 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $2.14K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.19% of Lunt Capital Management's portfolio in Q3 2026, its #26 holding.
  • Lunt Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 14 quarters since.
  • Lunt Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.13M in Q2 2026.
  • 1,139 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Lunt Capital Management's 13F filing for Q3 2026, filed 30 Oct 2026.