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Harbor Investment Advisory’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Harbor Investment Advisory’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$661K Hold
11,454
– – 0.05% 258
2026
Q1 		$553K Sell
11,454
-6,411
-36% -$317K 0.04% 269
2025
Q4 		$837K Buy
17,865
+4,250
+31% +$198K 0.06% 217
2025
Q3 		$631K Buy
13,615
+1,650
+14% +$74K 0.05% 240
2025
Q2 		$510K Buy
11,965
+2,560
+27% +$103K 0.05% 261
2025
Q1 		$383K Sell
9,405
-8,443
-47% -$372K 0.04% 281
2024
Q4 		$802K Buy
17,848
+2,800
+19% +$130K 0.07% 178
2024
Q3 		$685K Buy
15,048
+4,120
+38% +$181K 0.07% 202
2024
Q2 		$454K Sell
10,928
-9,320
-46% -$388K 0.05% 241
2024
Q1 		$871K Buy
20,248
+3,108
+18% +$128K 0.09% 171
2023
Q4 		$723K Buy
+17,140
New +$646K 0.08% 181
2022
Q4 		– Sell
-1,097
Closed -$37K – 1374
2022
Q3 		$37K Hold
1,097
– – 0.01% 770
2022
Q2 		$39K Buy
+1,097
New +$42.6K 0.01% 768

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Harbor Investment Advisory's SPSM Position: Q2 2026 in Review

Harbor Investment Advisory held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 11,454 shares worth $661K. The position accounts for 0.05% of the portfolio, ranked #258.

Harbor Investment Advisory first reported a position in SPSM in Q2 2022 and has held it in 13 quarters since. The position peaked at $871K in Q1 2024. 725 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Harbor Investment Advisory held 11,454 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $661K as of Q2 2026.
  • Harbor Investment Advisory left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Harbor Investment Advisory's portfolio in Q2 2026, its #258 holding.
  • Harbor Investment Advisory first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 13 quarters since.
  • Harbor Investment Advisory's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $871K in Q1 2024.
  • 725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.