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SPY
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Position history for Integrated Wealth Concepts LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

Integrated Wealth Concepts LLC holds 228,905 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $148.9M as of 2026-Q1. The position was increased (+117.0% shares). SPY represents 1.2% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$148.9M

Current Shares

228,905

Total Value Change

+$66.9M

Total Shares Change

+78,260

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
228,905
+117.0%
$148.9M1.2%$680.33
77
2025-Q4
Decreased
105,468
-53.6%
$71.9M0.9%$687.01
0
2025-Q3
Increased
227,255
+4.9%
$151.4M1.4%$661.72
50
2025-Q2
Increased
216,695
+6.5%
$133.9M1.3%$611.40
51
2025-Q1
Increased
203,537
+7.0%
$113.9M1.3%$550.86
51
2024-Q4
Increased
190,219
+18.6%
$111.5M1.3%$581.39
56
2024-Q3
Increased
160,428
+6.5%
$92M1.1%$562.94
50
2024-Q2
Increased
150,645
+8.7%
$82M1.1%$534.46
51

Other major holders of SPY: JPMORGAN CHASE & CO

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