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SPYG
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Position history for HB Wealth Management, LLC's holdings in SPDR SERIES TRUST

HB Wealth Management, LLC holds 2.8M shares of SPYG (SPDR SERIES TRUST), worth $251.3M as of 2026-Q1. The position was decreased (-42.1% shares). SPYG represents 1.6% of HB Wealth Management, LLC's portfolio.

Current Value

$251.3M

Current Shares

2.8M

Total Value Change

-$91M

Total Shares Change

-1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
2.8M
-42.1%
$251.3M1.6%$102.72
0
2025-Q4
Increased
4.8M
+0.3%
$489.3M3.2%$107.48
57
2025-Q3
Increased
4.8M
+9.2%
$479.8M3.2%$103.90
63
2025-Q2
Decreased
4.4M
-8.8%
$416.2M3.3%$94.52
0
2025-Q1
Increased
4.8M
+3.3%
$371.7M3.1%$79.77
59
2024-Q4
Increased
4.6M
+1.3%
$393.8M4.0%$88.16
58
2024-Q3
Increased
4.6M
+3.8%
$366.8M3.9%$81.86
59
2024-Q2
Increased
4.4M
+6.2%
$342.3M4.0%$79.39
61

Other major holders of SPYG: LPL Financial LLC

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