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 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

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

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Harmony Asset Management's SPYM Position: Q2 2026 in Review

Harmony Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0% in Q2 2026, buying an estimated $85 and bringing the position to 22,986 shares worth $2.02M. The position accounts for 0.54% of the portfolio, ranked #50.

Harmony Asset Management first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Harmony Asset Management held 22,986 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.02M as of Q2 2026.
Harmony Asset Management bought 1 State Street SPDR Portfolio S&P 500 ETF share in Q2 2026, an estimated $85.
State Street SPDR Portfolio S&P 500 ETF made up 0.54% of Harmony Asset Management's portfolio in Q2 2026, its #50 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 11 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.