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

Harbor Advisory Corp’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 Q2	$346K	Hold	3,936	–	–	0.09%	72
2026 Q1	$301K	Hold	3,936	–	–	0.09%	70
2025 Q4	$316K	Hold	3,936	–	–	0.1%	68
2025 Q3	$308K	Hold	3,936	–	–	0.09%	70
2025 Q2	$286K	Hold	3,936	–	–	0.09%	72
2025 Q1	$259K	Hold	3,936	–	–	0.09%	78
2024 Q4	$271K	Hold	3,936	–	–	0.09%	79
2024 Q3	$266K	Hold	3,936	–	–	0.09%	79
2024 Q2	$252K	Hold	3,936	–	–	0.09%	80
2024 Q1	$242K	Hold	3,936	–	–	0.08%	80
2023 Q4	$220K	Buy	+3,936	New	+$206K	0.08%	81
2023 Q3	–	Sell	-3,936	Closed	-$205K	–	87
2023 Q2	$205K	Buy	+3,936	New	+$194K	0.07%	83

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Harbor Advisory Corp's SPYM Position: Q2 2026 in Review

Harbor Advisory Corp held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 3,936 shares worth $346K. The position accounts for 0.09% of the portfolio, ranked #72.

Harbor Advisory Corp first reported a position in SPYM in Q2 2023 and has held it in 12 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Harbor Advisory Corp held 3,936 shares of State Street SPDR Portfolio S&P 500 ETF worth $346K as of Q2 2026.
Harbor Advisory Corp left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Harbor Advisory Corp's portfolio in Q2 2026, its #72 holding.
Harbor Advisory Corp first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Harbor Advisory Corp's 13F filing for Q2 2026, filed 13 Aug 2026.