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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Harper Investing's SPY Position: Q2 2026 in Review

Harper Investing increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.6% in Q2 2026, buying an estimated $21K and bringing the position to 1,143 shares worth $853K. The position accounts for 0.29% of the portfolio, ranked #59.

Harper Investing first reported a position in SPY in Q1 2025 and has held it in 4 quarters since. 1,969 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Harper Investing held 1,143 shares of State Street SPDR S&P 500 ETF Trust worth $853K as of Q2 2026.
Harper Investing bought 29 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $21K.
State Street SPDR S&P 500 ETF Trust made up 0.29% of Harper Investing's portfolio in Q2 2026, its #59 holding.
Harper Investing first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 4 quarters since.
1,969 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.