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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
Q2 		$7.24M Buy
9,700
+1,500
+18% +$1.09M 0.13% 137
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HUB Investment Partners's SPY Position: Q2 2026 in Review

HUB Investment Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 40% in Q2 2026, buying an estimated $8.1M and bringing the position to 39,295 shares worth $29.3M. The position accounts for 0.53% of the portfolio, ranked #39.

HUB Investment Partners first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • HUB Investment Partners held 39,295 shares of State Street SPDR S&P 500 ETF Trust worth $29.3M as of Q2 2026.
  • HUB Investment Partners bought 11,176 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $8.1M.
  • State Street SPDR S&P 500 ETF Trust made up 0.53% of HUB Investment Partners's portfolio in Q2 2026, its #39 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 22 quarters since.
  • 4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.