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

HUB Investment Partners’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,486	Closed	-$539K	–	1223
2025 Q4	$539K	Sell	9,486 -880	-8%	-$49.4K	0.01%	465
2025 Q3	$574K	Sell	10,366 -547	-5%	-$29.5K	0.02%	375
2025 Q2	$571K	Buy	10,913 +103	+1%	+$5.15K	0.02%	358
2025 Q1	$552K	Buy	10,810 +200	+2%	+$10.4K	0.02%	323
2024 Q4	$543K	Buy	10,610 +552	+5%	+$29.4K	0.02%	306
2024 Q3	$532K	Hold	10,058	–	–	0.02%	284
2024 Q2	$490K	Hold	10,058	–	–	0.02%	282
2024 Q1	$504K	Buy	10,058 +4,868	+94%	+$232K	0.03%	273
2023 Q4	$242K	Hold	5,190	–	–	0.02%	352
2023 Q3	$214K	Hold	5,190	–	–	0.03%	238
2023 Q2	$224K	Sell	5,190 -114	-2%	-$4.71K	0.04%	226
2023 Q1	$216K	Buy	+5,304	New	+$215K	0.04%	203

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HUB Investment Partners sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 9,486 shares — an estimated $539K sold.

HUB Investment Partners first reported a position in SPYV in Q1 2023 and held it in 12 quarters. The position peaked at $574K in Q3 2025. 1,178 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

HUB Investment Partners reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
HUB Investment Partners sold 9,486 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $539K.
HUB Investment Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and held it in 12 quarters.
HUB Investment Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $574K in Q3 2025.
1,178 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

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