Position history for Integrated Wealth Concepts LLC's holdings in SPDR INDEX SHS FDS
Integrated Wealth Concepts LLC holds 1.2M shares of SPDW (SPDR INDEX SHS FDS), worth $53.9M as of 2026-Q1. The position was increased (+25.6% shares). SPDW represents 0.4% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$53.9M
Current Shares
1.2M
Total Value Change
+$22.5M
Total Shares Change
+285,821
Other major holders of SPDW: Creative Planning, Kestra Advisory Services, LLC
Increased |
| 1.2M |
+25.6% |
| $53.9M |
| 0.4% |
| $47.38 |
43 |
| 2025-Q4 | Decreased | 940,148 | -13.5% | $41.8M | 0.5% | $44.60 | 0 |
| 2025-Q3 | Increased | 1.1M | +7.0% | $46.5M | 0.4% | $41.89 | 37 |
| 2025-Q2 | Increased | 1M | +15.8% | $41.1M | 0.4% | $39.66 | 40 |
| 2025-Q1 | Decreased | 876,638 | -10.1% | $31.9M | 0.4% | $35.47 | 0 |
| 2024-Q4 | Increased | 975,105 | +5.7% | $33.3M | 0.4% | $32.99 | 37 |
| 2024-Q3 | Increased | 922,456 | +3.0% | $34.6M | 0.4% | $35.93 | 36 |
| 2024-Q2 | Increased | 895,176 | +27.1% | $31.4M | 0.4% | $33.41 | 43 |