Position history for Integrated Wealth Concepts LLC's holdings in STATE STR SPDR S&P 500 ETF T
Integrated Wealth Concepts LLC holds 228,905 shares of SPY (STATE STR SPDR S&P 500 ETF T), 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
Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 228,905 |
+117.0% |
| $148.9M |
| 1.2% |
| $680.33 |
77 |
| 2025-Q4 | Decreased | 105,468 | -53.6% | $71.9M | 0.9% | $687.01 | 0 |
| 2025-Q3 | Increased | 227,255 | +4.9% | $151.4M | 1.4% | $661.72 | 50 |
| 2025-Q2 | Increased | 216,695 | +6.5% | $133.9M | 1.3% | $611.40 | 51 |
| 2025-Q1 | Increased | 203,537 | +7.0% | $113.9M | 1.3% | $550.86 | 51 |
| 2024-Q4 | Increased | 190,219 | +18.6% | $111.5M | 1.3% | $581.39 | 56 |
| 2024-Q3 | Increased | 160,428 | +6.5% | $92M | 1.1% | $562.94 | 50 |
| 2024-Q2 | Increased | 150,645 | +8.7% | $82M | 1.1% | $534.46 | 51 |