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 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 $208B AUM 16.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Harbour Investments's SPYM Position: Q1 2026 in Review

Harbour Investments increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q1 2026, buying an estimated $6.14M and bringing the position to 741,576 shares worth $56.8M. The position accounts for 0.88% of the portfolio, ranked #18.

Harbour Investments first reported a position in SPYM in Q1 2021 and has held it in 20 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Harbour Investments held 741,576 shares of State Street SPDR Portfolio S&P 500 ETF worth $56.8M as of Q1 2026.
Harbour Investments bought 76,762 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $6.14M.
State Street SPDR Portfolio S&P 500 ETF made up 0.88% of Harbour Investments's portfolio in Q1 2026, its #18 holding.
Harbour Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 20 quarters since.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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