Position history for Integrated Wealth Concepts LLC's holdings in SPDR S&P 500 ETF TR
Integrated Wealth Concepts LLC holds 105,468 shares of SPY (SPDR S&P 500 ETF TR), worth $71.9M as of 2025-Q4. The position was decreased (-53.6% shares). SPY represents 0.9% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$71.9M
Current Shares
105,468
Total Value Change
-$10.1M
Total Shares Change
-45,177
Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS
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 |