Harmony Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Harmony Asset Management’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 Q3	$2M	Sell	22,295 -691	-3%	-$61.8K	0.5%	55
2026 Q2	$2.02M	Buy	22,986 +1	+0%	+$85	0.54%	50
2026 Q1	$1.76M	Sell	22,985 -1,310	-5%	-$105K	0.54%	50
2025 Q4	$1.95M	Sell	24,295 -300	-1%	-$23.9K	0.65%	39
2025 Q3	$1.93M	Sell	24,595 -4	-0%	-$302	0.66%	42
2025 Q2	$1.79M	Hold	24,599	–	–	0.67%	36
2025 Q1	$1.62M	Sell	24,599 -455	-2%	-$31.5K	0.68%	43
2024 Q4	$1.73M	Sell	25,054 -800	-3%	-$55.5K	0.68%	41
2024 Q3	$1.75M	Sell	25,854 -1,991	-7%	-$129K	0.64%	49
2024 Q2	$1.78M	Sell	27,845 -520	-2%	-$32K	0.75%	35
2024 Q1	$1.75M	Hold	28,365	–	–	0.72%	41
2023 Q4	$1.59M	Buy	+28,365	New	+$1.49M	0.67%	46

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Harmony Asset Management's SPYM Position: Q3 2026 in Review

Harmony Asset Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3% in Q3 2026, selling an estimated $61.8K and leaving 22,295 shares worth $2M. The position accounts for 0.5% of the portfolio, ranked #55.

Harmony Asset Management first reported a position in SPYM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.02M in Q2 2026. 521 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Harmony Asset Management held 22,295 shares of State Street SPDR Portfolio S&P 500 ETF worth $2M as of Q3 2026.
Harmony Asset Management sold 691 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $61.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.5% of Harmony Asset Management's portfolio in Q3 2026, its #55 holding.
Harmony Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
Harmony Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.02M in Q2 2026.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.