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	$1.27M	Buy	+1,700	New	+$1.23M	0.02%	392
2026 Q1	–	Sell	-600	Closed	-$409K	–	1222
2025 Q4	$409K	Sell	600 -400	-40%	-$270K	0.01%	548
2025 Q3	$666K	Buy	1,000 +800	+400%	+$513K	0.02%	345
2025 Q2	$124K	Sell	200 -800	-80%	-$457K	﹤0.01%	665
2025 Q1	$559K	Buy	+1,000	New	+$588K	0.02%	322

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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.