Hb Wealth Management, LLC Spdr Portfolio Transaction History
Hb Wealth Management, LLC
- $8.6 Billion
- Q2 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 4,407,041 shares of SPYG stock, worth $344 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
4,407,041
Previous 4,149,394
6.21%
Holding current value
$344 Million
Previous $304 Million
16.34%
% of portfolio
4.1%
Previous 3.8%
Shares
11 transactions
Others Institutions Holding SPYG
# of Institutions
1,081Shares Held
292MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.35 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.64 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.01 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$943 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$586 Million0.17% of portfolio