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SPTISPTI
Showing 8 of 23 quarters

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

Yes. Integrated Wealth Concepts holds 1,054,763 shares of SPTI, worth $29.9M, as of its Q2 2026 13F filing. It increased the position by 547,584 shares (+108.0%) from Q1 2026. Integrated Wealth Concepts has held SPTI since Q2 2021, across 21 quarterly 13F filings. SPTI is 0.2% of Integrated Wealth Concepts' reported 13F portfolio.

Current Value

$29.9M

Current Shares

1.1M

Total Value Change

+$22.5M

Total Shares Change

+797,940

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+108.0%
$29.9M0.2%$28.02
56
2026-Q1
Increased
507,179
+42.0%
$14.5M0.1%$28.20
45
2025-Q4
Increased
357,036
+55.2%
$10.3M0.1%$28.20
47
2025-Q3
Increased
230,010
+13.5%
$6.6M0.1%$27.91
31
2025-Q2
Increased
202,596
+65.8%
$5.8M0.1%$27.52
40
2025-Q1
Decreased
122,197
-50.1%
$3.5M0.0%$27.08
0
2024-Q4
Decreased
245,127
-4.5%
$6.8M0.1%$26.25
0
2024-Q3
Increased
256,823
+44.5%
$7.5M0.1%$27.02
37

Other major holders of SPTI: LPL Financial LLC, Financial Engines Advisors L.L.C.

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