IBEX Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.02M | Buy |
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|
2025
Q1 | $4.93M | Sell |
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|
2024
Q4 | $8.65M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $666K | Buy |
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|
2022
Q3 | $617K | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $3.73M | Buy |
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|
2021
Q3 | $3.25M | Sell |
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|
2021
Q2 | $3.37M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.38M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4.24M | Sell |
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|
2018
Q2 | $3.92M | Hold |
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|
2018
Q1 | $3.92M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3.67M | Buy |
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|
2017
Q2 | $3.36M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3.17M | Buy |
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|
2016
Q3 | $201K | Buy |
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