Lunt Capital Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Lunt Capital Management’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.27M	Buy	39,361 +9,401	+31%	+$502K	0.83%	33
2026 Q1	$1.45M	Sell	29,960 -8,650	-22%	-$428K	0.56%	42
2025 Q4	$1.81M	Sell	38,610 -532	-1%	-$24.8K	0.68%	39
2025 Q3	$1.81M	Buy	39,142 +11,739	+43%	+$526K	0.69%	39
2025 Q2	$1.17M	Sell	27,403 -18,145	-40%	-$732K	0.45%	42
2025 Q1	$1.86M	Buy	45,548 +2,624	+6%	+$116K	0.68%	34
2024 Q4	$1.93M	Sell	42,924 -1,126	-3%	-$52.4K	0.75%	34
2024 Q3	$2M	Buy	44,050 +16,864	+62%	+$741K	0.94%	29
2024 Q2	$1.13M	Sell	27,186 -6,206	-19%	-$259K	0.56%	37
2024 Q1	$1.44M	Buy	33,392 +2,855	+9%	+$118K	0.71%	34
2023 Q4	$1.29M	Buy	30,537 +1,675	+6%	+$63.1K	0.67%	33
2023 Q3	$1.07M	Sell	28,862 -10,467	-27%	-$408K	0.56%	37
2023 Q2	$1.53M	Buy	+39,329	New	+$1.46M	0.82%	27

Other funds holding SPSM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lunt Capital Management's SPSM Position: Q2 2026 in Review

Lunt Capital Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 31% in Q2 2026, buying an estimated $502K and bringing the position to 39,361 shares worth $2.27M. The position accounts for 0.83% of the portfolio, ranked #33.

Lunt Capital Management first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 516 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Lunt Capital Management held 39,361 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.27M as of Q2 2026.
Lunt Capital Management bought 9,401 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $502K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.83% of Lunt Capital Management's portfolio in Q2 2026, its #33 holding.
Lunt Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
516 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.