Spdr S&p 500 Etf shares owned by HB Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303M | 455k | 666.18 |
| 2025-06-30 | $292M | 472k | 617.85 |
| 2025-03-31 | $250M | 447k | 559.39 |
| 2024-12-31 | $200M | 341k | 586.12 |
| 2024-09-30 | $193M | 336k | 573.70 |
| 2024-06-30 | $175M | 322k | 544.22 |
| 2024-03-31 | $167M | 319k | 523.07 |
| 2023-12-31 | $149M | 313k | 475.31 |
| 2023-09-30 | $139M | 324k | 427.48 |
| 2023-06-30 | $143M | 322k | 443.28 |
| 2023-03-31 | $131M | 321k | 409.39 |
| 2022-12-31 | $122M | 320k | 382.43 |
| 2022-09-30 | $108M | 302k | 357.18 |
| 2022-06-30 | $110M | 292k | 377.25 |
| 2022-03-31 | $125M | 277k | 451.64 |
| 2021-12-31 | $124M | 262k | 474.96 |
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