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

HUB Investment Partners’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 		$18.3M Buy
28,119
+3,853
+16% +$2.62M 0.44% 40
2025
Q4 		$16.5M Buy
24,266
+1,650
+7% +$1.12M 0.43% 47
2025
Q3 		$15.1M Sell
22,616
-3,063
-12% -$1.96M 0.5% 42
2025
Q2 		$15.9M Buy
25,679
+1,194
+5% +$683K 0.53% 45
2025
Q1 		$13.7M Sell
24,485
-6,411
-21% -$3.77M 0.54% 46
2024
Q4 		$18.1M Sell
30,896
-2,734
-8% -$1.61M 0.76% 33
2024
Q3 		$19.3M Buy
33,630
+8,125
+32% +$4.49M 0.84% 27
2024
Q2 		$13.9M Sell
25,505
-1,904
-7% -$997K 0.53% 38
2024
Q1 		$14.3M Buy
27,409
+3,347
+14% +$1.67M 0.78% 31
2023
Q4 		$11.4M Buy
24,062
+13,755
+133% +$6.13M 0.78% 33
2023
Q3 		$4.41M Sell
10,307
-764
-7% -$340K 0.67% 38
2023
Q2 		$4.91M Buy
11,071
+61
+0.6% +$25.6K 0.81% 34
2023
Q1 		$4.51M Buy
+11,010
New +$4.39M 0.93% 27
2022
Q4 		– Sell
-8,480
Closed -$3.03M – 180
2022
Q3 		$3.03M Sell
8,480
-4,427
-34% -$1.76M 0.91% 26
2022
Q2 		$4.87M Buy
12,907
+5,855
+83% +$2.4M 1.52% 11
2022
Q1 		$3.19M Buy
7,052
+688
+11% +$306K 0.75% 30
2021
Q4 		$3.02M Sell
6,364
-51
-0.8% -$23.4K 0.7% 35
2021
Q3 		$2.75M Sell
6,415
-706
-10% -$311K 0.66% 35
2021
Q2 		$3.05M Buy
7,121
+82
+1% +$34.2K 0.81% 28
2021
Q1 		$2.79M Sell
7,039
-1,469
-17% -$567K 0.82% 29
2020
Q4 		$2.85M Buy
+8,508
New +$3.02M 1.3% 19

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

HUB Investment Partners's SPY Position: Q1 2026 in Review

HUB Investment Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q1 2026, buying an estimated $2.62M and bringing the position to 28,119 shares worth $18.3M. The position accounts for 0.44% of the portfolio, ranked #40.

HUB Investment Partners first reported a position in SPY in Q4 2020 and has held it in 21 quarters since. The position peaked at $19.3M in Q3 2024. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • HUB Investment Partners held 28,119 shares of State Street SPDR S&P 500 ETF Trust worth $18.3M as of Q1 2026.
  • HUB Investment Partners bought 3,853 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.62M.
  • State Street SPDR S&P 500 ETF Trust made up 0.44% of HUB Investment Partners's portfolio in Q1 2026, its #40 holding.
  • HUB Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 21 quarters since.
  • HUB Investment Partners's State Street SPDR S&P 500 ETF Trust position peaked at $19.3M in Q3 2024.
  • 4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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