Hubbell Strickland Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hubbell Strickland Wealth Management’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 Q1	$687K	Sell	1,056 -1	-0.1%	-$680	0.27%	41
2025 Q4	$721K	Buy	1,057 +5	+0.5%	+$3.38K	0.29%	37
2025 Q3	$701K	Buy	1,052 +7	+0.7%	+$4.49K	0.29%	37
2025 Q2	$646K	Buy	1,045 +2	+0.2%	+$1.14K	0.28%	38
2025 Q1	$584K	Buy	1,043 +1	+0.1%	+$588	0.28%	40
2024 Q4	$610K	Buy	1,042 +2	+0.2%	+$1.18K	0.29%	38
2024 Q3	$597K	Buy	1,040 +2	+0.2%	+$1.11K	0.28%	39
2024 Q2	$565K	Buy	1,038 +2	+0.2%	+$1.05K	0.28%	37
2024 Q1	$542K	Sell	1,036 -70	-6%	-$34.9K	0.27%	39
2023 Q4	$526K	Buy	1,106 +2	+0.2%	+$891	0.29%	35
2023 Q3	$472K	Buy	1,104 +2	+0.2%	+$890	0.28%	38
2023 Q2	$488K	Buy	1,102 +3	+0.3%	+$1.26K	0.28%	38
2023 Q1	$450K	Buy	1,099 +96	+10%	+$38.3K	0.27%	39
2022 Q4	$384K	Buy	1,003 +2	+0.2%	+$769	0.23%	43
2022 Q3	$357K	Sell	1,001 -77	-7%	-$30.6K	0.25%	44
2022 Q2	$407K	Buy	1,078 +2	+0.2%	+$819	0.27%	44
2022 Q1	$486K	Buy	1,076 +2	+0.2%	+$890	0.29%	41
2021 Q4	$510K	Buy	1,074 +2	+0.2%	+$918	0.28%	42
2021 Q3	$460K	Buy	1,072 +2	+0.2%	+$882	0.28%	45
2021 Q2	$458K	Buy	1,070 +2	+0.2%	+$835	0.28%	47
2021 Q1	$423K	Sell	1,068 -80	-7%	-$30.9K	0.27%	45
2020 Q4	$429K	Buy	1,148 +3	+0.3%	+$1.06K	0.29%	45
2020 Q3	$383K	Sell	1,145 -447	-28%	-$148K	0.3%	47
2020 Q2	$491K	Sell	1,592 -58	-4%	-$17K	0.41%	35
2020 Q1	$425K	Buy	1,650 +80	+5%	+$24.4K	0.43%	35
2019 Q4	$505K	Buy	1,570 +5	+0.3%	+$1.54K	0.41%	35
2019 Q3	$464K	Buy	+1,565	New	+$462K	0.4%	37

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hubbell Strickland Wealth Management's SPY Position: Q1 2026 in Review

Hubbell Strickland Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.09% in Q1 2026, selling an estimated $680 and leaving 1,056 shares worth $687K. The position accounts for 0.27% of the portfolio, ranked #41.

Hubbell Strickland Wealth Management first reported a position in SPY in Q3 2019 and has held it in 27 quarters since. The position peaked at $721K in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Hubbell Strickland Wealth Management held 1,056 shares of State Street SPDR S&P 500 ETF Trust worth $687K as of Q1 2026.
Hubbell Strickland Wealth Management sold 1 State Street SPDR S&P 500 ETF Trust share in Q1 2026, an estimated $680.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #41 holding.
Hubbell Strickland Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 27 quarters since.
Hubbell Strickland Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $721K in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.