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SHESHE
7 quarters

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

Integrated Wealth Concepts LLC holds 5,987 shares of SHE (SPDR SERIES TRUST), worth $924,582 as of 2026-Q2. The position was increased (+47.7% shares). SHE represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$924,582

Current Shares

5,987

Total Value Change

+$657,611

Total Shares Change

+3,682

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5,987
+47.7%
$924,5820.0%$154.44
34
2026-Q1
Increased
4,054
+32.3%
$518,2000.0%$132.67
31
2025-Q4
Decreased
3,064
-27.8%
$404,6320.0%$132.98
0
2025-Q3
Increased
4,244
+14.9%
$540,9150.0%$126.73
28
2025-Q2
Increased
3,693
+21.2%
$460,9110.0%$123.00
29
2025-Q1
Increased
3,047
+32.2%
$347,7960.0%$112.20
30
2024-Q4
New
2,305
-
$266,9710.0%$114.84
32

Other major holders of SHE: CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM, Steward Partners Investment Advisory, LLC

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