Position history for HB Wealth Management, LLC's holdings in SPDR S&P 500 ETF TR
HB Wealth Management, LLC holds 461,430 shares of SPY (SPDR S&P 500 ETF TR), worth $314.7M as of 2025-Q4. The position was increased (++4.6% shares). SPY represents 2.0% of HB Wealth Management, LLC's portfolio.
Current Value
$314.7M
Current Shares
461,430
Total Value Change
+$140.6M
Total Shares Change
+141,554
Increased |
| 461,430 |
+4.6% |
| $314.7M |
| 2.0% |
| $687.01 |
56 |
| 2025-Q3 | Increased | 441,308 | +9.2% | $294M | 2.0% | $661.72 | 53 |
| 2025-Q2 | Decreased | 404,054 | -5.6% | $249.6M | 2.0% | $611.40 | 0 |
| 2025-Q1 | Increased | 428,183 | +27.2% | $239.5M | 2.0% | $550.86 | 65 |
| 2024-Q4 | Increased | 336,564 | +1.8% | $197.3M | 2.0% | $581.39 | 53 |
| 2024-Q3 | Increased | 330,784 | +3.4% | $189.8M | 2.0% | $562.94 | 54 |
| 2024-Q2 | Increased | 319,876 | +0.9% | $174.1M | 2.0% | $534.46 | 52 |