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 Q3	$1.66M	Sell	31,387 -7,974	-20%	-$449K	0.63%	39
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

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

Lunt Capital Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 20% in Q3 2026, selling an estimated $449K and leaving 31,387 shares worth $1.66M. The position accounts for 0.63% of the portfolio, ranked #39.

Lunt Capital Management first reported a position in SPSM in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.27M in Q2 2026. 738 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Lunt Capital Management held 31,387 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.66M as of Q3 2026.
Lunt Capital Management sold 7,974 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $449K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.63% of Lunt Capital Management's portfolio in Q3 2026, its #39 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 14 quarters since.
Lunt Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.27M in Q2 2026.
738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

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