IBEX Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

IBEX Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-171	Closed	-$41K	–	350
2019 Q2	$41K	Buy	+171	New	+$49.2K	0.01%	240

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IBEX Wealth Advisors's SPY Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q2 2026, selling an estimated $1.17M and leaving 9,380 shares worth $7M. The position accounts for 0.55% of the portfolio, ranked #63.

IBEX Wealth Advisors first reported a position in SPY in Q3 2016 and has held it in 22 quarters since. The position peaked at $8.65M in Q4 2024. 4,654 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

IBEX Wealth Advisors held 9,380 shares of State Street SPDR S&P 500 ETF Trust worth $7M as of Q2 2026.
IBEX Wealth Advisors sold 1,610 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.17M.
State Street SPDR S&P 500 ETF Trust made up 0.55% of IBEX Wealth Advisors's portfolio in Q2 2026, its #63 holding.
IBEX Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2016 and has held it in 22 quarters since.
IBEX Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $8.65M in Q4 2024.
4,654 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.