HB Wealth Management, LLC's ownership history for SPY

HB Wealth Management, LLC currently holds 441.3K shares with a market value of $294.0M. It started holding SPY on 2024-09-30. At its peak, it held 441.3K shares on 2025-09-30. Its highest holding value was $294.0M on 2025-09-30. At its lowest, it held 330.8K shares on 2024-09-30, with a value of $189.8M on 2024-09-30. In the recent 180 days, HB Wealth Management, LLC has increased its shares by 13.1K. In the recent year, HB Wealth Management, LLC has increased its shares by 110.5K.

It has also owned 136 contracts of calls, with the market value of the underlying securities totaling $9.1M on 2024-09-30. At its peak, it held 570 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $35.2M on 2025-06-30. At its lowest, it held 21 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $1.2M on 2024-09-30. In the recent 180 days, HB Wealth Management, LLC has decreased its holdings by 34 contracts. In the recent year, HB Wealth Management, LLC has increased its holdings by 115 contracts.

It has also owned 111 contracts of puts, with the market value of the underlying securities totaling $6.9M on 2024-09-30. At its peak, it held 111 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $6.9M on 2025-06-30. At its lowest, it held 15 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $839.1K on 2025-03-31. In the recent 180 days, HB Wealth Management, LLC has increased its holdings by 85 contracts.