Hb Wealth Management, LLC Spdr Portfolio Transaction History

Hb Wealth Management, LLC

$12.3 Billion
Q2 2025

A detailed history of Hb Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,366,773 shares of SPYG stock, worth $423 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares

4,366,773

Previous 4,788,489 8.81%

Holding current value

$423 Million

Previous $385 Million 8.16%

% of portfolio

3.39%

Previous 3.25%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$71.83 - $95.32 $30.3 Million - $40.2 Million	-421,716 Reduced 8.81%	4,366,773 $416 Million
Q1 2025 May 07, 2025	BUY	$80.05 - $92.39 $12.3 Million - $14.2 Million	153,895 Added 3.32%	4,788,489 $385 Million
Q4 2024 Jan 15, 2025	BUY	$81.74 - $91.38 $4.77 Million - $5.33 Million	58,372 Added 1.28%	4,634,594 $407 Million
Q3 2024 Oct 15, 2024	BUY	$73.38 - $84.1 $12.4 Million - $14.2 Million	169,181 Added 3.84%	4,576,222 $380 Million
Q2 2024 Jul 26, 2024	BUY	$68.71 - $80.95 $17.7 Million - $20.9 Million	257,647 Added 6.21%	4,407,041 $353 Million
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	$49.14 - $55.07 $3.04 Million - $3.4 Million	61,813 Added 1.93%	3,260,062 $0
Q3 2022 Oct 19, 2022	BUY	$50.1 - $61.86 $436,972 - $539,542	8,722 Added 0.27%	3,198,249 $160 Million
Q2 2022 Jul 15, 2022	BUY	$50.47 - $67.39 $8.83 Million - $11.8 Million	174,943 Added 5.8%	3,189,527 $167 Million
Q1 2022 May 16, 2022	BUY	$59.17 - $73.03 $18.7 Million - $23.1 Million	316,023 Added 11.71%	3,014,584 $200 Million
Q4 2021 Feb 15, 2022	BUY	$63.39 - $73.48 $171 Million - $198 Million	2,698,561 New	2,698,561 $196 Million

Others Institutions Holding SPYG

# of Institutions

1,256

Shares Held

308M

Call Options Held

665K

Put Options Held

128K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Hb Wealth Management, LLC Spdr Portfolio Transaction History