How many shares of SPDW does Integrated Wealth Concepts LLC own?

As of 2026-Q2, Integrated Wealth Concepts LLC holds 1.2M shares of SPDW (SPDR INDEX SHS FDS).

What is Integrated Wealth Concepts LLC's SPDW position worth?

As of 2026-Q2, Integrated Wealth Concepts LLC's SPDW position is worth $63M.

Is Integrated Wealth Concepts LLC buying or selling SPDW?

In 2026-Q2, Integrated Wealth Concepts LLC increased their SPDW position (+5.8% change in shares).

When did Integrated Wealth Concepts LLC first buy SPDW?

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in SPDW in 2019-Q1. They have held the position across 30 quarters.

Back to IW Integrated Wealth Concepts LLC

SPDW
30 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in SPDR INDEX SHS FDS

Current Value

$63M

Current Shares

1.2M

Total Value Change

+$62.3M

Total Shares Change

+1.2M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.2M	+5.8%	$63M	0.4%	$50.39	37
2026-Q1	Increased	1.2M	+25.6%	$53.9M	0.4%	$45.01	43
2025-Q4	Decreased	940,148	-13.5%	$41.8M	0.5%	$43.79	0
2025-Q3	Increased	1.1M	+7.0%	$46.5M	0.4%	$41.45	37
2025-Q2	Increased	1M	+15.8%	$41.1M	0.4%	$39.22	40
2025-Q1	Decreased	876,638	-10.1%	$31.9M	0.4%	$34.67	0
2024-Q4	Increased	975,105	+5.7%	$33.3M	0.4%	$32.50	37
2024-Q3	Increased	922,456	+3.0%	$34.6M	0.4%	$35.28	36
2024-Q2	Increased	895,176	+27.1%	$31.4M	0.4%	$32.95	43
2024-Q1	Decreased	704,321	-0.6%	$25.2M	0.4%	$33.07	0
2023-Q4	Increased	708,199	+0.6%	$24.1M	0.4%	$31.38	34
2023-Q3	Decreased	704,279	-2.9%	$21.8M	0.4%	$28.32	0
2023-Q2	Increased	724,968	+40.3%	$23.6M	0.4%	$29.71	45
2023-Q1	Increased	516,625	+10.8%	$16.6M	0.3%	$28.82	37
2022-Q4	Decreased	466,367	-3.0%	$13.8M	0.4%	$26.64	0
2022-Q3	Increased	480,537	+10.6%	$12.4M	0.4%	$22.88	37
2022-Q2	Increased	434,368	+190.6%	$12.5M	0.4%	$25.58	54
2022-Q1	Decreased	149,464	-0.3%	$5.1M	0.2%	$29.79	0
2021-Q4	Increased	149,940	+7.0%	$5.5M	0.2%	$31.71	35
2021-Q3	Increased	140,110	+22.7%	$5.1M	0.2%	$30.95	39
2021-Q2	Increased	114,202	+24.5%	$4.2M	0.1%	$31.44	39
2021-Q1	Increased	91,698	+59.5%	$3.2M	0.1%	$29.81	45
2020-Q4	Increased	57,498	+601.4%	$1.9M	0.1%	$28.45	42
2020-Q3	Decreased	8,198	-76.5%	$240,000	0.0%	$24.43	0
2020-Q2	Increased	34,875	+11.2%	$963,000	0.1%	$23.06	28
2020-Q1	Increased	31,354	+5.1%	$751,000	0.1%	$19.77	26
2019-Q4	Increased	29,843	+6.8%	$936,000	0.1%	$25.89	27
2019-Q3	Decreased	27,949	-11.7%	$821,000	0.1%	$23.93	0
2019-Q2	Increased	31,639	+32.3%	$184,000	0.0%	$24.12	29
2019-Q1	First report	23,909	-	$698,000	0.1%	$23.35	0

Other major holders of SPDW: Creative Planning

SPDW30 quarters

SPDW
30 quarters