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	$5.33M	Buy	8,200 +100	+1%	+$68K	0.13%	143
2025 Q4	$5.52M	Buy	8,100 +100	+1%	+$67.6K	0.14%	121
2025 Q3	$5.33M	Buy	8,000 +300	+4%	+$192K	0.18%	117
2025 Q2	$4.76M	Sell	7,700 -500	-6%	-$286K	0.16%	119
2025 Q1	$4.59M	Sell	8,200 -300	-4%	-$176K	0.18%	113
2024 Q4	$1.41M	Buy	8,500 +4,800	+130%	+$2.83M	0.06%	179
2024 Q3	$687K	Sell	3,700 -500	-12%	-$276K	0.03%	250
2024 Q2	$2.29M	Buy	4,200 +500	+14%	+$262K	0.09%	143
2024 Q1	$1.94M	Sell	3,700 -1,300	-26%	-$647K	0.11%	146
2023 Q4	$2.38M	Buy	5,000 +4,000	+400%	+$1.78M	0.16%	126
2023 Q3	$427K	Hold	1,000	–	–	0.06%	156
2023 Q2	$443K	Hold	1,000	–	–	0.07%	146
2023 Q1	$409K	Buy	+1,000	New	+$399K	0.08%	140
2022 Q1	–	Sell	-500	Closed	-$69K	–	212
2021 Q4	$69K	Buy	+500	New	+$230K	0.02%	199

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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. 4,558 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.
4,558 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.