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HUB Investment Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

HUB Investment Partners’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.3M Buy
13,278
+3,160
+31% +$329K 0.03% 319
2025
Q4 		$1.08M Sell
10,118
-3,238
-24% -$343K 0.03% 292
2025
Q3 		$1.4M Buy
13,356
+1,968
+17% +$196K 0.05% 231
2025
Q2 		$1.09M Sell
11,388
-2,635
-19% -$226K 0.04% 252
2025
Q1 		$1.13M Buy
14,023
+5,407
+63% +$472K 0.04% 217
2024
Q4 		$757K Sell
8,616
-356
-4% -$30.8K 0.03% 245
2024
Q3 		$744K Buy
8,972
+24
+0.3% +$1.92K 0.03% 235
2024
Q2 		$717K Buy
8,948
+3,897
+77% +$291K 0.03% 230
2024
Q1 		$369K Hold
5,051
– – 0.02% 326
2023
Q4 		$329K Buy
+5,051
New +$311K 0.02% 297

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

HUB Investment Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 31% in Q1 2026, buying an estimated $329K and bringing the position to 13,278 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #319.

HUB Investment Partners first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.4M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • HUB Investment Partners held 13,278 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.3M as of Q1 2026.
  • HUB Investment Partners bought 3,160 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $329K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of HUB Investment Partners's portfolio in Q1 2026, its #319 holding.
  • HUB Investment Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • HUB Investment Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.4M in Q3 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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