Harbour Investments’s State Street SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History

Harbour Investments’s Portfolio NZAC Stock Details NZAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$160K	Buy	3,935 +1,204	+44%	+$51.2K	﹤0.01%	1652
2025 Q4	$117K	Buy	+2,731	New	+$117K	﹤0.01%	1555
2025 Q1	–	Sell	-175	Closed	-$6.35K	–	3628
2024 Q4	$6.35K	Hold	175	–	–	﹤0.01%	2643
2024 Q3	$6.53K	Hold	175	–	–	﹤0.01%	2532
2024 Q2	$6.03K	Hold	175	–	–	﹤0.01%	2443
2024 Q1	$5.92K	Hold	175	–	–	﹤0.01%	2422
2023 Q4	$5.55K	Hold	175	–	–	﹤0.01%	2371
2023 Q3	$4.97K	Hold	175	–	–	﹤0.01%	2278
2023 Q2	$5.21K	Hold	175	–	–	﹤0.01%	2270
2023 Q1	$4.94K	Hold	175	–	–	﹤0.01%	2280
2022 Q4	$4.58K	Buy	175 +1	+0.6%	+$26	﹤0.01%	2250
2022 Q3	$5K	Hold	174	–	–	﹤0.01%	2185
2022 Q2	$5K	Buy	+174	New	+$4.91K	﹤0.01%	2185
2021 Q4	$7K	Sell	216 -2,504	-92%	-$82.2K	﹤0.01%	2061
2021 Q3	$85K	Hold	2,720	–	–	﹤0.01%	1474
2021 Q2	$86K	Hold	2,720	–	–	﹤0.01%	1483
2021 Q1	$81K	Buy	+2,720	New	+$80.2K	﹤0.01%	1416

Other funds holding NZAC

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Harbour Investments's NZAC Position: Q1 2026 in Review

Harbour Investments increased its State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) stake by 44% in Q1 2026, buying an estimated $51.2K and bringing the position to 3,935 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Harbour Investments first reported a position in NZAC in Q1 2021 and has held it in 17 quarters since. 41 funds tracked by Wall St. Rank hold NZAC as of Q1 2026.

Harbour Investments held 3,935 shares of State Street SPDR MSCI ACWI Climate Paris Aligned ETF worth $160K as of Q1 2026.
Harbour Investments bought 1,204 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q1 2026, an estimated $51.2K.
State Street SPDR MSCI ACWI Climate Paris Aligned ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1652 holding.
Harbour Investments first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q1 2021 and has held it in 17 quarters since.
41 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.