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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Harbor Asset Planning's SPYM Position: Q2 2026 in Review

Harbor Asset Planning increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.25% in Q2 2026, buying an estimated $256 and bringing the position to 1,198 shares worth $105K. The position accounts for 0.08% of the portfolio, ranked #145.

Harbor Asset Planning first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Harbor Asset Planning held 1,198 shares of State Street SPDR Portfolio S&P 500 ETF worth $105K as of Q2 2026.
Harbor Asset Planning bought 3 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $256.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Harbor Asset Planning's portfolio in Q2 2026, its #145 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 5 quarters since.
624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.