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SPY
Showing 8 of 18 quarters

Position history for HB Wealth Management, LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

HB Wealth Management, LLC holds 456,556 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $296.9M as of 2026-Q1. The position was decreased (-1.1% shares). SPY represents 1.9% of HB Wealth Management, LLC's portfolio.

Current Value

$296.9M

Current Shares

456,556

Total Value Change

+$122.8M

Total Shares Change

+136,680

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
456,556
-1.1%
$296.9M1.9%$680.33
0
2025-Q4
Increased
461,430
+4.6%
$314.7M2.0%$687.01
56
2025-Q3
Increased
441,308
+9.2%
$294M2.0%$661.72
53
2025-Q2
Decreased
404,054
-5.6%
$249.6M2.0%$611.40
0
2025-Q1
Increased
428,183
+27.2%
$239.5M2.0%$550.86
65
2024-Q4
Increased
336,564
+1.8%
$197.3M2.0%$581.39
53
2024-Q3
Increased
330,784
+3.4%
$189.8M2.0%$562.94
54
2024-Q2
Increased
319,876
+0.9%
$174.1M2.0%$534.46
52

Other major holders of SPY: JPMORGAN CHASE & CO

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