Back to IW Integrated Wealth Concepts LLC

SLYGSLYG
9 quarters

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

Integrated Wealth Concepts LLC holds 120,013 shares of SLYG (SPDR SERIES TRUST), worth $14.3M as of 2026-Q2. The position was increased (+13.2% shares). SLYG represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$14.3M

Current Shares

120,013

Total Value Change

+$11.3M

Total Shares Change

+85,218

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
120,013
+13.2%
$14.3M0.1%$119.13
32
2026-Q1
Increased
106,014
+38.8%
$10.2M0.1%$101.12
37
2025-Q4
Increased
76,359
+13.0%
$7.2M0.1%$95.71
31
2025-Q3
Increased
67,568
+3.6%
$6.4M0.1%$94.10
28
2025-Q2
Increased
65,239
+17.7%
$5.8M0.1%$88.30
32
2025-Q1
Increased
55,418
+15.9%
$4.6M0.1%$81.67
31
2024-Q4
Increased
47,803
+7.7%
$4.3M0.1%$89.61
29
2024-Q3
Increased
44,370
+27.5%
$4.1M0.1%$91.67
33
2024-Q2
New
34,795
-
$3M0.0%$84.48
36

Other major holders of SLYG: LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used