Position history for HB Wealth Management, LLC's holdings in STATE STR SPDR S&P 500 ETF T
HB Wealth Management, LLC holds 456,556 shares of SPY (STATE STR SPDR S&P 500 ETF T), 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
Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 456,556 |
-1.1% |
| $296.9M |
| 1.9% |
| $680.33 |
0 |
| 2025-Q4 | 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 |