Ibex Wealth Advisors Spdr S&P 500 ETF Trust Transaction History

Ibex Wealth Advisors

  • $728 Million
  • Q1 2025

A detailed history of Ibex Wealth Advisors transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Ibex Wealth Advisors holds 8,805 shares of SPY stock, worth $5.61 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
8,805
Previous 14,756 40.33%
Holding current value
$5.61 Million
Previous $8.65 Million 43.05%
% of portfolio
0.68%
Previous 1.06%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$551.42 - $612.93 $3.28 Million - $3.65 Million
-5,951 Reduced 40.33%
8,805 $4.93 Million
Q4 2024

Jan 23, 2025
BUY
$567.81 - $607.81 $8.38 Million - $8.97 Million
14,756 New
14,756 $8.65 Million
Q4 2022

Feb 06, 2023
BUY
$357.63 - $407.42 $5,364 - $6,111
15 Added 0.87%
1,741 $666,000
Q3 2022

Oct 31, 2022
SELL
$357.18 - $429.7 $377,896 - $454,622
-1,058 Reduced 38.0%
1,726 $617,000
Q2 2022

Aug 16, 2022
BUY
$365.86 - $456.8 $18,658 - $23,296
51 Added 1.87%
2,784 $1.05 Million
Q1 2022

May 16, 2022
SELL
$416.25 - $477.71 $2.13 Million - $2.45 Million
-5,122 Reduced 65.21%
2,733 $1.23 Million
Q4 2021

Feb 22, 2022
BUY
$428.64 - $477.48 $125,162 - $139,424
292 Added 3.86%
7,855 $3.73 Million
Q3 2021

Nov 12, 2021
SELL
$424.97 - $453.19 $128,340 - $136,863
-302 Reduced 3.84%
7,563 $3.25 Million
Q2 2021

Aug 20, 2021
BUY
$400.61 - $428.06 $3.15 Million - $3.37 Million
7,865 New
7,865 $3.37 Million
Q3 2019

Nov 12, 2019
SELL
$283.82 - $302.01 $2.31 Million - $2.45 Million
-8,125 Closed
0 $0
Q2 2019

Jul 30, 2019
BUY
$274.57 - $295.86 $2.23 Million - $2.4 Million
8,125 New
8,125 $2.38 Million
Q4 2018

Feb 01, 2019
SELL
$234.34 - $291.73 $3.41 Million - $4.24 Million
-14,533 Closed
0 $0
Q3 2018

Oct 09, 2018
SELL
$270.9 - $293.58 $187,733 - $203,450
-693 Reduced 4.55%
14,533 $4.24 Million
Q1 2018

Jun 13, 2018
BUY
$257.63 - $286.58 $3.92 Million - $4.36 Million
15,226 New
15,226 $3.92 Million
Q4 2017

Feb 13, 2018
SELL
$252.32 - $268.2 $3.64 Million - $3.87 Million
-14,436 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
$242.71 - $251.23 $3.5 Million - $3.63 Million
14,436
14,436 $3.67 Million

Others Institutions Holding SPY

# of Institutions
5,107
Shares Held
594M
Call Options Held
398M
Put Options Held
676M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Ibex Wealth Advisors Portfolio

Follow Ibex Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email