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SPYGSPYG
19 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in SPDR PORTFOLIO S&P 500 GROWT

HB Wealth Management, LLC holds 2.4M shares of SPYG (SPDR PORTFOLIO S&P 500 GROWT), worth $291M as of 2026-Q2. The position was decreased (-11.6% shares). SPYG represents 1.6% of HB Wealth Management, LLC's portfolio.

Current Value

$291M

Current Shares

2.4M

Total Value Change

+$95.4M

Total Shares Change

-253,131

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.4M
-11.6%
$291M1.6%$118.99
0
2026-Q1
Decreased
2.8M
-42.1%
$251.3M1.6%$97.79
0
2025-Q4
Increased
4.8M
+0.3%
$489.3M3.2%$106.43
57
2025-Q3
Increased
4.8M
+9.2%
$479.8M3.2%$104.09
63
2025-Q2
Decreased
4.4M
-8.8%
$416.2M3.3%$94.81
0
2025-Q1
Increased
4.8M
+3.3%
$371.7M3.1%$79.82
59
2024-Q4
Increased
4.6M
+1.3%
$393.8M4.0%$87.17
58
2024-Q3
Increased
4.6M
+3.8%
$366.8M3.9%$82.10
59
2024-Q2
Increased
4.4M
+6.2%
$342.3M4.0%$79.39
61
2024-Q1
Increased
4.1M
+6.1%
$294.7M3.7%$72.36
60
2023-Q4
Increased
3.9M
+2.2%
$247.4M3.6%$64.27
58
2023-Q3
Increased
3.8M
+5.3%
$220.2M3.6%$58.37
59
2023-Q2
Increased
3.6M
+3.7%
$215.5M3.4%$59.75
58
2023-Q1
Increased
3.5M
+7.5%
$186.1M3.2%$54.05
60
2022-Q4
Increased
3.3M
+1.9%
$160.6M2.9%$49.43
53
2022-Q3
Increased
3.2M
+0.3%
$160.2M3.4%$48.61
56
2022-Q2
Increased
3.2M
+5.8%
$166.7M3.4%$50.60
59
2022-Q1
Increased
3M
+11.7%
$199.6M3.7%$63.92
63
2021-Q4
New
2.7M
-
$195.6M3.9%$69.84
85

Other major holders of SPYG: LPL Financial LLC

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