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

Harbor Investment Advisory’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	$95.9K	Hold	1,091	–	–	0.01%	571
2026 Q1	$83.5K	Buy	1,091 +450	+70%	+$36K	0.01%	537
2025 Q4	$51.4K	Hold	641	–	–	﹤0.01%	656
2025 Q3	$50.2K	Hold	641	–	–	﹤0.01%	642
2025 Q2	$46.6K	Hold	641	–	–	﹤0.01%	646
2025 Q1	$42.2K	Hold	641	–	–	﹤0.01%	644
2024 Q4	$44.2K	Hold	641	–	–	﹤0.01%	624
2024 Q3	$43.3K	Hold	641	–	–	﹤0.01%	617
2024 Q2	$41K	Hold	641	–	–	﹤0.01%	615
2024 Q1	$39.4K	Buy	641 +278	+77%	+$16.3K	﹤0.01%	627
2023 Q4	$20.3K	Buy	363 +310	+585%	+$16.2K	﹤0.01%	715
2023 Q3	$2.66K	Hold	53	–	–	﹤0.01%	1003
2023 Q2	$2.76K	Hold	53	–	–	﹤0.01%	1192
2023 Q1	$2.55K	Hold	53	–	–	﹤0.01%	1196
2022 Q4	$2.38K	Hold	53	–	–	﹤0.01%	1190
2022 Q3	$2K	Hold	53	–	–	﹤0.01%	1245
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	1256
2022 Q1	$3K	Hold	53	–	–	﹤0.01%	1227
2021 Q4	$3K	Hold	53	–	–	﹤0.01%	1203
2021 Q3	$3K	Hold	53	–	–	﹤0.01%	1209
2021 Q2	$3K	Hold	53	–	–	﹤0.01%	1154
2021 Q1	$2K	Hold	53	–	–	﹤0.01%	1185
2020 Q4	$2K	Hold	53	–	–	﹤0.01%	1118
2020 Q3	$2K	Hold	53	–	–	﹤0.01%	1040
2020 Q2	$2K	Hold	53	–	–	﹤0.01%	1015
2020 Q1	$2K	Hold	53	–	–	﹤0.01%	945
2019 Q4	$2K	Buy	+53	New	+$1.92K	﹤0.01%	787

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Harbor Investment Advisory held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 1,091 shares worth $95.9K. The position accounts for 0.01% of the portfolio, ranked #571.

Harbor Investment Advisory first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. 852 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Harbor Investment Advisory held 1,091 shares of State Street SPDR Portfolio S&P 500 ETF worth $95.9K as of Q2 2026.
Harbor Investment Advisory 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 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #571 holding.
Harbor Investment Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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