Harbour Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Harbour Investment Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$312K	Hold	416	–	–	0.16%	91
2026 Q1	$271K	Hold	416	–	–	0.15%	92
2025 Q4	$284K	Buy	416 +80	+24%	+$54.1K	0.15%	90
2025 Q3	$224K	Hold	336	–	–	0.1%	96
2025 Q2	$208K	Buy	+336	New	+$192K	0.09%	92
2024 Q2	–	Sell	-496	Closed	-$260K	–	88
2024 Q1	$260K	Hold	496	–	–	0.12%	80
2023 Q4	$236K	Hold	496	–	–	0.12%	72
2023 Q3	$213K	Hold	496	–	–	0.12%	71
2023 Q2	$220K	Sell	496 -110	-18%	-$46.2K	0.12%	70
2023 Q1	$249K	Sell	606 -50	-8%	-$19.9K	0.14%	69
2022 Q4	$252K	Sell	656 -20	-3%	-$7.69K	0.15%	68
2022 Q3	$242K	Buy	+676	New	+$268K	0.15%	67
2021 Q3	–	Sell	-682	Closed	-$292K	–	86
2021 Q2	$292K	Hold	682	–	–	0.15%	72
2021 Q1	$270K	Buy	+682	New	+$263K	0.14%	73

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

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

PAG

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

Harbour Investment Management's SPY Position: Q2 2026 in Review

Harbour Investment Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 416 shares worth $312K. The position accounts for 0.16% of the portfolio, ranked #91.

Harbour Investment Management first reported a position in SPY in Q1 2021 and has held it in 14 quarters since. 1,857 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Harbour Investment Management held 416 shares of State Street SPDR S&P 500 ETF Trust worth $312K as of Q2 2026.
Harbour Investment Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Harbour Investment Management's portfolio in Q2 2026, its #91 holding.
Harbour Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 14 quarters since.
1,857 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.