Harper Investing’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Harper Investing’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$875K	Buy	1,147 +4	+0.3%	+$3.04K	0.27%	61
2026 Q2	$853K	Buy	1,143 +29	+3%	+$21K	0.29%	59
2026 Q1	$725K	Buy	1,114 +230	+26%	+$156K	0.32%	56
2025 Q4	$603K	Buy	+884	New	+$597K	0.26%	47
2025 Q2	–	Sell	-487	Closed	-$272K	–	59
2025 Q1	$272K	Buy	+487	New	+$286K	0.18%	46

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Harper Investing's SPY Position: Q3 2026 in Review

Harper Investing increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.35% in Q3 2026, buying an estimated $3.04K and bringing the position to 1,147 shares worth $875K. The position accounts for 0.27% of the portfolio, ranked #61.

Harper Investing first reported a position in SPY in Q1 2025 and has held it in 5 quarters since. 1,898 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Harper Investing held 1,147 shares of State Street SPDR S&P 500 ETF Trust worth $875K as of Q3 2026.
Harper Investing bought 4 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $3.04K.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Harper Investing's portfolio in Q3 2026, its #61 holding.
Harper Investing first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 5 quarters since.
1,898 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.