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HB Wealth Management, LLC → SPY
HB Wealth Management, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
13
Latest value
$163K
Q3 2026
Peak value
$370.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $314.7M |
| Q4 2025 | $8.4M |
| Q4 2025 | $117K |
| Q1 2026 | $296.9M |
| Q1 2026 | $8M |
| Q1 2026 | $125K |
| Q2 2026 | $351.9M |
| Q2 2026 | $1.3M |
| Q2 2026 | $162K |
| Q3 2026 | $610K |
| Q3 2026 | $370.4M |
| Q3 2026 | $2.1M |
| Q3 2026 | $163K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $163K | 12.8K | — | — |
| Q3 2026 | $2.1M | 2.8K | — | — |
| Q3 2026 | $370.4M | 485.6K | — | — |
| Q3 2026 | $610K | 800 | — | — |
| Q2 2026 | $162K | 12.4K | — | — |
| Q2 2026 | $1.3M | 1.8K | — | — |
| Q2 2026 | $351.9M | 471.3K | — | — |
| Q1 2026 | $125K | 12.3K | — | — |
| Q1 2026 | $8M | 12.3K | — | — |
| Q1 2026 | $296.9M | 456.6K | — | — |
| Q4 2025 | $117K | 12.1K | — | — |
| Q4 2025 | $8.4M | 12.3K | — | — |
| Q4 2025 | $314.7M | 461.4K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B