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 $434 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

$434 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

1,299

Shares Held

314M

Call Options Held

587K

Put Options Held

128K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Account

Hb Wealth Management, LLC Spdr Portfolio Transaction History