Hfg Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Hfg Wealth Management, LLC

$165 Billion
Q1 2025

A detailed history of Hfg Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Hfg Wealth Management, LLC holds 1,372 shares of SPY stock, worth $815,352. This represents 0.49% of its overall portfolio holdings.

Number of Shares

1,372

Previous 687 99.71%

Holding current value

$815,352

Previous $394 Million 103.98%

% of portfolio

0.49%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$551.42 - $612.93 $377,722 - $419,857	685 Added 99.71%	1,372 $804 Million
Q4 2024 Jan 13, 2025	BUY	$567.81 - $607.81 $42,585 - $45,585	75 Added 12.25%	687 $394 Million
Q2 2024 Aug 20, 2024	BUY	$495.16 - $548.49 $303,037 - $335,675	612 New	612 $333 Million
Q1 2024 Jun 27, 2024	SELL	$467.28 - $523.17 $1.68 Million - $1.88 Million	-3,600 Closed	0 $0
Q4 2023 Jun 27, 2024	SELL	$410.68 - $476.69 $4.09 Million - $4.75 Million	-9,970 Reduced 73.47%	3,600 $1.71 Billion
Q1 2023 Jun 27, 2024	BUY	$379.5 - $416.78 $5.15 Million - $5.66 Million	13,570 New	13,570 $5.56 Billion

Others Institutions Holding SPY

# of Institutions

5,070

Shares Held

584M

Call Options Held

390M

Put Options Held

668M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

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

News

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

Account

Hfg Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History