Harbor Advisory Corp’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Harbor Advisory Corp’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$516K	Hold	794	–	–	0.16%	61
2025 Q4	$541K	Hold	794	–	–	0.16%	58
2025 Q3	$529K	Buy	794 +3	+0.4%	+$1.92K	0.16%	61
2025 Q2	$489K	Hold	791	–	–	0.16%	64
2025 Q1	$442K	Hold	791	–	–	0.15%	69
2024 Q4	$464K	Hold	791	–	–	0.15%	70
2024 Q3	$454K	Hold	791	–	–	0.15%	68
2024 Q2	$430K	Hold	791	–	–	0.15%	68
2024 Q1	$414K	Hold	791	–	–	0.14%	68
2023 Q4	$376K	Hold	791	–	–	0.13%	69
2023 Q3	$338K	Sell	791 -15	-2%	-$6.67K	0.12%	77
2023 Q2	$357K	Buy	+806	New	+$338K	0.13%	72

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harbor Advisory Corp's SPY Position: Q1 2026 in Review

Harbor Advisory Corp held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 794 shares worth $516K. The position accounts for 0.16% of the portfolio, ranked #61.

Harbor Advisory Corp first reported a position in SPY in Q2 2023 and has held it in 12 quarters since. The position peaked at $541K in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Harbor Advisory Corp held 794 shares of State Street SPDR S&P 500 ETF Trust worth $516K as of Q1 2026.
Harbor Advisory Corp left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Harbor Advisory Corp's portfolio in Q1 2026, its #61 holding.
Harbor Advisory Corp first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 12 quarters since.
Harbor Advisory Corp's State Street SPDR S&P 500 ETF Trust position peaked at $541K in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Harbor Advisory Corp's 13F filing for Q1 2026, filed 7 May 2026.