Ibex Wealth Advisors Spdr Portfolio Transaction History

Ibex Wealth Advisors

$1.17 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$50.47 - $67.39 $3,179 - $4,245	-63 Reduced 0.12%	54,414 $2.85 Million
Q1 2022 May 16, 2022	SELL	$59.17 - $73.03 $334,192 - $412,473	-5,648 Reduced 9.39%	54,477 $3.61 Million
Q4 2021 Feb 22, 2022	BUY	$63.39 - $73.48 $234,796 - $272,169	3,704 Added 6.56%	60,125 $4.36 Million
Q3 2021 Nov 12, 2021	SELL	$63.23 - $68.45 $141,635 - $153,328	-2,240 Reduced 3.82%	56,421 $3.61 Million
Q2 2021 Aug 20, 2021	BUY	$57.17 - $63.06 $46,422 - $51,204	812 Added 1.4%	58,661 $3.69 Million
Q1 2021 May 05, 2021	BUY	$53.23 - $58.3 $724,034 - $792,996	13,602 Added 30.74%	57,849 $3.26 Million
Q4 2020 Jan 22, 2021	BUY	$48.59 - $55.29 $2.15 Million - $2.45 Million	44,247 New	44,247 $2.45 Million
Q3 2019 Nov 12, 2019	SELL	$38.67 - $39.55 $178,384 - $182,444	-4,613 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	N/A	4,613 New	4,613 $178,000

Others Institutions Holding SPYG

# of Institutions

1,096

Shares Held

280M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.74 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.8 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.15 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$683 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$634 Million
0.04% of portfolio

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

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.