Ibex Wealth Advisors Spdr Portfolio S&P 500 ETF (Ma Transaction History

Ibex Wealth Advisors

$1.17 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 22, 2022	SELL	$50.43 - $56.16 $19,818 - $22,070	-393 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$49.95 - $53.29 $19,630 - $20,942	393 New	393 $20,000

Others Institutions Holding SPLG

# of Institutions

1,128

Shares Held

444M

Call Options Held

169K

Put Options Held

155K

Betterment LLC New York, NY

42.7M
Shares

$2.97 Billion
7.08% of portfolio
Lpl Financial LLC Fort Mill, SC

32.1M
Shares

$2.23 Billion
1.05% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$2.05 Billion
1.98% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.5M
Shares

$872 Million
50.16% of portfolio
Envestnet Asset Management Inc

11.3M
Shares

$785 Million
0.25% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

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