HB Wealth Management, LLC SPYG Holdings History
HB Wealth Management, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-06-30, HB Wealth Management, LLC held 4.37 Mil shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $416.24 Mil. This investment constitutes 3.31% of their stock portfolio, and HB Wealth Management, LLC now holds 1.1% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2021Q4. And since then HB Wealth Management, LLC has made 13 purchases of SPYG, at an average price of $68.45, for a total of 4.79 Mil shares. In addition, there have been 1 sales at an average price of $85.64 for 421,716.00 shares. Based on historical transaction data and SPYG's current price of $98.07, HB Wealth Management, LLC's estimated gain on his SPYG holdings is $136.61 Mil, reflecting a 41.68% gain to date.
HB Wealth Management, LLC SPYG ($98.07) Holding Chart
HB Wealth Management, LLC SPYG ($98.07) 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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