Lunt Capital Management
SPYM icon

Lunt Capital Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Lunt Capital Management’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.5M Buy
61,297
+2,681
+5% +$240K 2.1% 14
2026
Q2 		$5.15M Sell
58,616
-397
-0.7% -$33.9K 1.89% 16
2026
Q1 		$4.52M Buy
59,013
+830
+1% +$66.4K 1.73% 20
2025
Q4 		$4.67M Buy
58,183
+2,090
+4% +$166K 1.75% 18
2025
Q3 		$4.39M Sell
56,093
-342
-0.6% -$25.8K 1.68% 18
2025
Q2 		$4.1M Sell
56,435
-22,272
-28% -$1.5M 1.57% 20
2025
Q1 		$5.18M Buy
78,707
+5,297
+7% +$366K 1.88% 13
2024
Q4 		$5.06M Buy
73,410
+6,294
+9% +$436K 1.97% 14
2024
Q3 		$4.53M Buy
67,116
+5,783
+9% +$376K 2.12% 13
2024
Q2 		$3.93M Buy
61,333
+6,743
+12% +$415K 1.94% 13
2024
Q1 		$3.36M Buy
54,590
+18,437
+51% +$1.08M 1.67% 13
2023
Q4 		$2.02M Sell
36,153
-18,122
-33% -$949K 1.05% 23
2023
Q3 		$2.73M Buy
54,275
+2,743
+5% +$143K 1.44% 16
2023
Q2 		$2.69M Buy
+51,532
New +$2.54M 1.45% 15

Other funds holding SPYM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

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

Lunt Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.6% in Q3 2026, buying an estimated $240K and bringing the position to 61,297 shares worth $5.5M. The position accounts for 2.1% of the portfolio, ranked #14.

Lunt Capital Management first reported a position in SPYM in Q2 2023 and has held it in 14 quarters since. 1,134 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Lunt Capital Management held 61,297 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.5M as of Q3 2026.
  • Lunt Capital Management bought 2,681 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $240K.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.1% of Lunt Capital Management's portfolio in Q3 2026, its #14 holding.
  • Lunt Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 14 quarters since.
  • 1,134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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