IWA
SPYM

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

IBEX Wealth Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-393
Closed -$20K – 392
2021
Q3 		$20K Buy
+393
New +$20.4K ﹤0.01% 318

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IBEX Wealth Advisors's SPYM Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2021, closing a stake of 393 shares — an estimated $20K sold.

IBEX Wealth Advisors first reported a position in SPYM in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 593 funds tracked by Wall St. Rank hold SPYM as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 393 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2021, an estimated $20K.
  • IBEX Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $20K in Q3 2021.
  • 593 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.