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Position history for IWIntegrated Wealth Concepts LLC's holdings in SPDR SERIES TRUST

Integrated Wealth Concepts LLC holds 8,863 shares of LGLV (SPDR SERIES TRUST), worth $1.6M as of 2026-Q2. The position was increased (+83.1% shares). LGLV represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$1.6M

Current Shares

8,863

Total Value Change

+$803,180

Total Shares Change

+4,104

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8,863
+83.1%
$1.6M0.0%$181.46
40
2026-Q1
Increased
4,841
+20.3%
$862,1710.0%$188.10
30
2025-Q4
Decreased
4,025
-16.1%
$706,6490.0%$176.96
0
2025-Q3
Increased
4,800
+0.1%
$855,1310.0%$176.21
25
2025-Q2
Increased
4,796
+1.0%
$837,4670.0%$171.55
25
2025-Q1
Increased
4,749
+0.1%
$826,4500.0%$169.54
25
2024-Q4
Decreased
4,745
-0.3%
$783,9720.0%$161.69
0
2024-Q3
Increased
4,759
+0.1%
$805,3580.0%$164.55
25

Other major holders of LGLV: Steward Partners Investment Advisory, LLC, OSAIC HOLDINGS, INC.

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