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

Ibex Wealth Advisors

  • $995 Million
  • Q3 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 10,463 shares of SPY stock, worth $6.96 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
10,463
Previous 11,368 7.96%
Holding current value
$6.96 Million
Previous $7.02 Million 0.75%
% of portfolio
0.7%
Previous 0.78%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$617.65 - $666.84 $558,973 - $603,490
-905 Reduced 7.96%
10,463 $6.97 Million
Q2 2025

Aug 07, 2025
BUY
$496.48 - $617.85 $1.27 Million - $1.58 Million
2,563 Added 29.11%
11,368 $7.02 Million
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
5,289
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
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
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