Harbour Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Harbour Investments’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	$69M	Buy	785,230 +43,654	+6%	+$3.72M	0.93%	14
2026 Q1	$56.8M	Buy	741,576 +76,762	+12%	+$6.14M	0.88%	18
2025 Q4	$53.3M	Sell	664,814 -7,957	-1%	-$633K	1.08%	12
2025 Q3	$52.7M	Buy	672,771 +14,509	+2%	+$1.09M	1.2%	12
2025 Q2	$47.8M	Sell	658,262 -23,677	-3%	-$1.59M	1.21%	12
2025 Q1	$44.8M	Sell	681,939 -77,032	-10%	-$5.33M	1.28%	13
2024 Q4	$52.3M	Buy	758,971 +83,473	+12%	+$5.79M	1.5%	11
2024 Q3	$45.6M	Buy	675,498 +57,131	+9%	+$3.72M	1.37%	13
2024 Q2	$39.6M	Buy	618,367 +192,698	+45%	+$11.9M	1.34%	13
2024 Q1	$26.2M	Buy	425,669 +9,676	+2%	+$567K	0.93%	18
2023 Q4	$23.3M	Buy	415,993 +55,048	+15%	+$2.88M	0.96%	17
2023 Q3	$18.1M	Buy	360,945 +34,394	+11%	+$1.8M	0.91%	16
2023 Q2	$17M	Buy	326,551 +66,883	+26%	+$3.3M	0.84%	19
2023 Q1	$12.5M	Buy	259,668 +28,391	+12%	+$1.33M	0.68%	20
2022 Q4	$10.4M	Sell	231,277 -9,207	-4%	-$416K	0.63%	24
2022 Q3	$10.7M	Hold	240,484	–	–	0.72%	25
2022 Q2	$10.7M	Buy	+240,484	New	+$11.6M	0.72%	25
2021 Q4	$8.21M	Sell	146,998 -1,043	-0.7%	-$56.3K	0.49%	37
2021 Q3	$7.47M	Buy	148,041 +5,299	+4%	+$275K	0.24%	77
2021 Q2	$7.18M	Buy	142,742 +7,743	+6%	+$380K	0.23%	79
2021 Q1	$6.29M	Buy	+134,999	New	+$6.12M	0.23%	86

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Harbour Investments's SPYM Position: Q2 2026 in Review

Harbour Investments increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.9% in Q2 2026, buying an estimated $3.72M and bringing the position to 785,230 shares worth $69M. The position accounts for 0.93% of the portfolio, ranked #14.

Harbour Investments first reported a position in SPYM in Q1 2021 and has held it in 21 quarters since. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Harbour Investments held 785,230 shares of State Street SPDR Portfolio S&P 500 ETF worth $69M as of Q2 2026.
Harbour Investments bought 43,654 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.72M.
State Street SPDR Portfolio S&P 500 ETF made up 0.93% of Harbour Investments's portfolio in Q2 2026, its #14 holding.
Harbour Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.