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SPDW
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.2M
+25.6%
$53.9M0.4%$47.38
43
2025-Q4
Decreased
940,148
-13.5%
$41.8M0.5%$44.60
0
2025-Q3
Increased
1.1M
+7.0%
$46.5M0.4%$41.89
37
2025-Q2
Increased
1M
+15.8%
$41.1M0.4%$39.66
40
2025-Q1
Decreased
876,638
-10.1%
$31.9M0.4%$35.47
0
2024-Q4
Increased
975,105
+5.7%
$33.3M0.4%$32.99
37
2024-Q3
Increased
922,456
+3.0%
$34.6M0.4%$35.93
36
2024-Q2
Increased
895,176
+27.1%
$31.4M0.4%$33.41
43

Other major holders of SPDW: Creative Planning

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