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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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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