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
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 $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HUB Investment Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.5% in Q1 2026, buying an estimated $1.86M and bringing the position to 379,070 shares worth $29M. The position accounts for 0.69% of the portfolio, ranked #27.

HUB Investment Partners first reported a position in SPYM in Q4 2020 and has held it in 15 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • HUB Investment Partners held 379,070 shares of State Street SPDR Portfolio S&P 500 ETF worth $29M as of Q1 2026.
  • HUB Investment Partners bought 23,284 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.86M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.69% of HUB Investment Partners's portfolio in Q1 2026, its #27 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 15 quarters since.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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