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

Harbor Asset Planning’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	$108K	Buy	1,201 +3	+0.3%	+$268	0.08%	143
2026 Q2	$105K	Buy	1,198 +3	+0.3%	+$256	0.08%	145
2026 Q1	$91.4K	Buy	1,195 +3	+0.3%	+$240	0.08%	144
2025 Q4	$95.6K	Buy	1,192 +4	+0.3%	+$318	0.08%	142
2025 Q3	$93.1K	Buy	1,188 +7	+0.6%	+$528	0.08%	145
2025 Q2	$85.8K	Buy	+1,181	New	+$79.4K	0.08%	144

Other funds holding SPYM

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

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Harbor Asset Planning's SPYM Position: Q3 2026 in Review

Harbor Asset Planning increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.25% in Q3 2026, buying an estimated $268 and bringing the position to 1,201 shares worth $108K. The position accounts for 0.08% of the portfolio, ranked #143.

Harbor Asset Planning first reported a position in SPYM in Q2 2025 and has held it in 6 quarters since. 1,015 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Harbor Asset Planning held 1,201 shares of State Street SPDR Portfolio S&P 500 ETF worth $108K as of Q3 2026.
Harbor Asset Planning bought 3 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $268.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Harbor Asset Planning's portfolio in Q3 2026, its #143 holding.
Harbor Asset Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.