Hb Wealth Management, LLC Spdr Portfolio Transaction History

Hb Wealth Management, LLC

$7.99 Billion
Q1 2024

A detailed history of Hb Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,149,394 shares of SPYG stock, worth $332 Million. This represents 3.8% of its overall portfolio holdings.

Number of Shares

4,149,394

Previous 3,911,038 6.09%

Holding current value

$332 Million

Previous $254 Million 19.29%

% of portfolio

3.8%

Previous 3.63%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$63.12 - $73.73 $15 Million - $17.6 Million	238,356 Added 6.09%	4,149,394 $304 Million
Q4 2023 Jan 16, 2024	BUY	$57.02 - $65.3 $4.83 Million - $5.53 Million	84,644 Added 2.21%	3,911,038 $254 Million
Q3 2023 Oct 13, 2023	BUY	$58.97 - $62.89 $11.4 Million - $12.2 Million	193,441 Added 5.32%	3,826,394 $227 Million
Q2 2023 Jul 13, 2023	BUY	$54.76 - $61.01 $7.07 Million - $7.88 Million	129,137 Added 3.69%	3,632,953 $222 Million
Q1 2023 Apr 13, 2023	BUY	$49.61 - $55.36 $12.1 Million - $13.5 Million	243,754 Added 7.48%	3,503,816 $194 Million

Q4 2022 Jan 20, 2023	BUY	$49.47 - $55.07 $3.06 Million - $3.4 Million	61,813 Added 1.93%	3,260,062 $0
Q3 2022 Oct 19, 2022	BUY	N/A	8,722 Added 0.27%	3,198,249 $160 Million
Q2 2022 Jul 15, 2022	BUY	N/A	174,943 Added 5.8%	3,189,527 $167 Million
Q1 2022 May 16, 2022	BUY	N/A	316,023 Added 11.71%	3,014,584 $200 Million
Q4 2021 Feb 15, 2022	BUY	N/A	2,698,561 New	2,698,561 $196 Million

Others Institutions Holding SPYG

# of Institutions

993

Shares Held

269M

Call Options Held

331K

Put Options Held

78.3K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Hb Wealth Management, LLC Spdr Portfolio Transaction History