Spdr S&p 500 Etf shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Ibex Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $7.8M | 12k | 681.92 |
| 2025-09-30 | $7.0M | 11k | 666.15 |
| 2025-06-30 | $7.0M | 11k | 617.82 |
| 2025-03-31 | $4.9M | 8.8k | 559.40 |
| 2024-12-31 | $8.6M | 15k | 586.08 |
| 2022-12-31 | $666k | 1.7k | 382.54 |
| 2022-09-30 | $617k | 1.7k | 357.47 |
| 2022-06-30 | $1.1M | 2.8k | 377.16 |
| 2022-03-31 | $1.2M | 2.7k | 451.52 |
| 2021-12-31 | $3.7M | 7.9k | 474.98 |
| 2021-09-30 | $3.2M | 7.6k | 429.19 |
| 2021-06-30 | $3.4M | 7.9k | 428.10 |
| 2019-06-30 | $2.4M | 8.1k | 292.92 |
| 2018-09-30 | $4.2M | 15k | 291.68 |
| 2018-06-30 | $3.9M | 15k | 257.45 |
| 2018-03-31 | $3.9M | 15k | 257.45 |
| 2017-09-30 | $3.7M | 14k | 253.95 |
| 2017-06-30 | $3.4k | 140 | 23.97 |
| 2016-12-31 | $3.2M | 14k | 226.75 |
| 2016-09-30 | $201k | 925 | 217.30 |