HIP
SPYM

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

HUB Investment Partners’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33M Sell
374,977
-4,093
-1% -$349K 0.59% 35
2026
Q1 		$29M Buy
379,070
+23,284
+7% +$1.86M 0.69% 27
2025
Q4 		$28.5M Buy
355,786
+10,887
+3% +$866K 0.74% 27
2025
Q3 		$27M Buy
344,899
+8,729
+3% +$658K 0.9% 20
2025
Q2 		$24.4M Buy
336,170
+26,607
+9% +$1.79M 0.82% 25
2025
Q1 		$20.4M Buy
309,563
+21,611
+8% +$1.49M 0.81% 28
2024
Q4 		$19.9M Buy
287,952
+48,253
+20% +$3.34M 0.83% 28
2024
Q3 		$16.2M Buy
239,699
+106,485
+80% +$6.93M 0.71% 35
2024
Q2 		$8.53M Buy
133,214
+45,631
+52% +$2.81M 0.32% 65
2024
Q1 		$5.39M Buy
87,583
+62,789
+253% +$3.68M 0.29% 89
2023
Q4 		$1.39M Buy
+24,794
New +$1.3M 0.09% 149
2022
Q1 		– Sell
-4,110
Closed -$229K – 211
2021
Q4 		$229K Sell
4,110
-156
-4% -$8.42K 0.05% 181
2021
Q3 		$215K Sell
4,266
-143
-3% -$7.42K 0.05% 207
2021
Q2 		$222K Sell
4,409
-3,015
-41% -$148K 0.06% 194
2021
Q1 		$346K Buy
7,424
+1,450
+24% +$65.8K 0.1% 150
2020
Q4 		$235K Buy
+5,974
New +$249K 0.11% 134

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

HUB Investment Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.1% in Q2 2026, selling an estimated $349K and leaving 374,977 shares worth $33M. The position accounts for 0.59% of the portfolio, ranked #35.

HUB Investment Partners first reported a position in SPYM in Q4 2020 and has held it in 16 quarters since. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • HUB Investment Partners held 374,977 shares of State Street SPDR Portfolio S&P 500 ETF worth $33M as of Q2 2026.
  • HUB Investment Partners sold 4,093 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $349K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.59% of HUB Investment Partners's portfolio in Q2 2026, its #35 holding.
  • HUB Investment Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 16 quarters since.
  • 1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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