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Harvest Investment Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Harvest Investment Services’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
Q1 		$3.66M Sell
5,631
-2,605
-32% -$1.77M 0.67% 40
2025
Q4 		$5.62M Sell
8,236
-1,180
-13% -$798K 1.06% 19
2025
Q3 		$6.27M Sell
9,416
-526
-5% -$337K 1.26% 12
2025
Q2 		$6.14M Buy
9,942
+1,202
+14% +$687K 1.37% 14
2025
Q1 		$4.89M Sell
8,740
-2,014
-19% -$1.18M 1.36% 16
2024
Q4 		$6.3M Buy
10,754
+221
+2% +$130K 1.54% 9
2024
Q3 		$6.04M Buy
10,533
+1,245
+13% +$688K 1.93% 8
2024
Q2 		$5.05M Buy
9,288
+270
+3% +$141K 2.01% 11
2024
Q1 		$4.72M Sell
9,018
-204
-2% -$102K 1.9% 10
2023
Q4 		$4.38M Buy
9,222
+1,490
+19% +$664K 2.02% 6
2023
Q3 		$3.31M Sell
7,732
-866
-10% -$385K 2.13% 6
2023
Q2 		$3.81M Buy
8,598
+2,797
+48% +$1.17M 2.17% 7
2023
Q1 		$2.38M Buy
5,801
+400
+7% +$160K 1.84% 11
2022
Q4 		$2.07M Buy
5,401
+1,349
+33% +$518K 2.21% 9
2022
Q3 		$1.45M Sell
4,052
-1,801
-31% -$715K 1.77% 11
2022
Q2 		$2.21M Sell
5,853
-6,864
-54% -$2.81M 1.69% 13
2022
Q1 		$5.74M Sell
12,717
-5,275
-29% -$2.35M 3.44% 2
2021
Q4 		$8.54M Buy
17,992
+4,092
+29% +$1.88M 3.6% 2
2021
Q3 		$5.96M Buy
13,900
+406
+3% +$179K 2.44% 3
2021
Q2 		$5.78M Buy
13,494
+277
+2% +$116K 2.43% 3
2021
Q1 		$5.24M Sell
13,217
-8,811
-40% -$3.4M 2.36% 4
2020
Q4 		$8.23M Sell
22,028
-1,340
-6% -$475K 4.24% 2
2020
Q3 		$7.83M Sell
23,368
-1,187
-5% -$393K 4.48% 2
2020
Q2 		$7.57M Buy
24,555
+11,941
+95% +$3.5M 4.49% 4
2020
Q1 		$3.25M Sell
12,614
-4,578
-27% -$1.4M 4.33% 3
2019
Q4 		$5.53M Sell
17,192
-1,253
-7% -$386K 2.94% 6
2019
Q3 		$5.41M Sell
18,445
-3,773
-17% -$1.11M 2.71% 5
2019
Q2 		$6.57M Sell
22,218
-409
-2% -$118K 3.74% 4
2019
Q1 		$6.47M Buy
22,627
+2,995
+15% +$814K 3.75% 4
2018
Q4 		$5.17M Buy
+19,632
New +$5.29M 4.77% 3

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harvest Investment Services's SPY Position: Q1 2026 in Review

Harvest Investment Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 32% in Q1 2026, selling an estimated $1.77M and leaving 5,631 shares worth $3.66M. The position accounts for 0.67% of the portfolio, ranked #40.

Harvest Investment Services first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.54M in Q4 2021. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Harvest Investment Services held 5,631 shares of State Street SPDR S&P 500 ETF Trust worth $3.66M as of Q1 2026.
  • Harvest Investment Services sold 2,605 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.77M.
  • State Street SPDR S&P 500 ETF Trust made up 0.67% of Harvest Investment Services's portfolio in Q1 2026, its #40 holding.
  • Harvest Investment Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
  • Harvest Investment Services's State Street SPDR S&P 500 ETF Trust position peaked at $8.54M in Q4 2021.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.