Position history for Integrated Wealth Concepts LLC's holdings in SPDR INDEX SHS FDS
Integrated Wealth Concepts LLC holds 940,148 shares of SPDW (SPDR INDEX SHS FDS), worth $41.8M as of 2025-Q4. The position was decreased (-13.5% shares). SPDW represents 0.5% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$41.8M
Current Shares
940,148
Total Value Change
+$10.3M
Total Shares Change
+44,972
Other major holders of SPDW: Creative Planning, Kestra Advisory Services, LLC
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 |