Position history for HB Wealth Management, LLC's holdings in SPDR SERIES TRUST
HB Wealth Management, LLC holds 4.8M shares of SPYG (SPDR SERIES TRUST), worth $489.3M as of 2025-Q4. The position was increased (++0.3% shares). SPYG represents 3.2% of HB Wealth Management, LLC's portfolio.
Current Value
$489.3M
Current Shares
4.8M
Total Value Change
+$147M
Total Shares Change
+374,891
Other major holders of SPYG: Kestra Advisory Services, LLC, LPL Financial LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 4.8M |
+0.3% |
| $489.3M |
| 3.2% |
| $107.48 |
57 |
| 2025-Q3 | Increased | 4.8M | +9.2% | $479.8M | 3.2% | $103.90 | 63 |
| 2025-Q2 | Decreased | 4.4M | -8.8% | $416.2M | 3.3% | $94.52 | 0 |
| 2025-Q1 | Increased | 4.8M | +3.3% | $371.7M | 3.1% | $79.77 | 59 |
| 2024-Q4 | Increased | 4.6M | +1.3% | $393.8M | 4.0% | $88.16 | 58 |
| 2024-Q3 | Increased | 4.6M | +3.8% | $366.8M | 3.9% | $81.86 | 59 |
| 2024-Q2 | Increased | 4.4M | +6.2% | $342.3M | 4.0% | $79.39 | 61 |