HB Wealth Management, LLC SPY Holdings History
HB Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, HB Wealth Management, LLC held 404,054.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $249.64 Mil. This investment constitutes 1.99% of their stock portfolio, and HB Wealth Management, LLC now holds 0.04% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then HB Wealth Management, LLC has made 12 purchases of SPY, at an average price of $483.34, for a total of 436,720.00 shares. In addition, there have been 2 sales at an average price of $538.52 for 32,666.00 shares. Based on historical transaction data and SPY's current price of $634.42, HB Wealth Management, LLC's estimated gain on his SPY holdings is $62.85 Mil, reflecting a 29.77% gain to date.
HB Wealth Management, LLC SPY ($634.42) Holding Chart
HB Wealth Management, LLC SPY ($634.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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