IBEX Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-54,414	Closed	-$2.85M	–	165
2022 Q2	$2.85M	Sell	54,414 -63	-0.1%	-$3.61K	0.66%	60
2022 Q1	$3.61M	Sell	54,477 -5,648	-9%	-$368K	0.69%	50
2021 Q4	$4.36M	Buy	60,125 +3,704	+7%	+$259K	0.77%	48
2021 Q3	$3.61M	Sell	56,421 -2,240	-4%	-$148K	0.7%	60
2021 Q2	$3.69M	Buy	58,661 +812	+1%	+$48.7K	0.74%	57
2021 Q1	$3.26M	Buy	57,849 +13,602	+31%	+$762K	0.8%	54
2020 Q4	$2.45M	Buy	+44,247	New	+$2.33M	0.64%	62
2019 Q3	–	Sell	-4,613	Closed	-$178K	–	351
2019 Q2	$178K	Buy	+4,613	New	+$175K	0.05%	139
2017 Q1	–	Sell	-344	Closed	-$9K	–	341
2016 Q4	$9K	Buy	+344	New	+$8.98K	﹤0.01%	308

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IBEX Wealth Advisors's SPYG Position: Q3 2022 in Review

IBEX Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2022, closing a stake of 54,414 shares — an estimated $2.85M sold.

IBEX Wealth Advisors first reported a position in SPYG in Q4 2016 and held it in 9 quarters. The position peaked at $4.36M in Q4 2021. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

IBEX Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 54,414 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2022, an estimated $2.85M.
IBEX Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2016 and held it in 9 quarters.
IBEX Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.36M in Q4 2021.
675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

Based on IBEX Wealth Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.