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SPYCSPYC
15 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Yes. Integrated Wealth Concepts holds 326,608 shares of SPYC (Simplify Exchange Traded Fun), worth $14.9M, as of its Q2 2026 13F filing. It increased the position by 33,569 shares (+11.5%) from Q1 2026. Integrated Wealth Concepts has held SPYC since Q4 2022, across 15 quarterly 13F filings. SPYC is 0.1% of Integrated Wealth Concepts' reported 13F portfolio.

Current Value

$14.9M

Current Shares

326,608

Total Value Change

+$6.2M

Total Shares Change

-16,030

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
326,608
+11.5%
$14.9M0.1%$45.48
31
2026-Q1
Decreased
293,039
-9.5%
$11.6M0.1%$39.21
0
2025-Q4
Increased
323,898
+29.4%
$13.8M0.2%$42.36
42
2025-Q3
Increased
250,408
+8.9%
$10.7M0.1%$42.37
30
2025-Q2
Decreased
229,841
-6.9%
$9.5M0.1%$40.76
0
2025-Q1
Decreased
246,784
-18.0%
$8.5M0.1%$33.89
0
2024-Q4
Increased
300,862
+4.3%
$11.3M0.1%$36.73
35
2024-Q3
Increased
288,311
+3.0%
$10.9M0.1%$36.98
34
2024-Q2
Increased
279,966
+21.5%
$10.1M0.1%$35.40
40
2024-Q1
Increased
230,343
+3.8%
$8.1M0.1%$34.13
34
2023-Q4
Decreased
222,003
-18.6%
$6.8M0.1%$29.97
0
2023-Q3
Increased
272,604
+1.0%
$7.6M0.1%$26.94
33
2023-Q2
Decreased
269,861
-11.2%
$7.9M0.1%$28.07
0
2023-Q1
Decreased
303,762
-11.3%
$8.2M0.2%$25.77
0
2022-Q4
New
342,638
-
$8.7M0.2%$24.17
46

Other major holders of SPYC: COMMONWEALTH EQUITY SERVICES, LLC, Orion Porfolio Solutions, LLC, AE Wealth Management LLC

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