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Position history for IWIntegrated Wealth Concepts LLC's holdings in SPDR PORTFOLIO S&P 500 GROWT

Integrated Wealth Concepts LLC holds 1.6M shares of SPYG (SPDR PORTFOLIO S&P 500 GROWT), worth $186.2M as of 2026-Q2. The position was increased (+45.8% shares). SPYG represents 0.9% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$186.2M

Current Shares

1.6M

Total Value Change

+$133.8M

Total Shares Change

+933,361

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.6M
+45.8%
$186.2M0.9%$118.99
58
2026-Q1
Increased
1.1M
+35.7%
$105.1M0.8%$97.79
55
2025-Q4
Decreased
791,024
-19.3%
$84.4M1.0%$106.43
0
2025-Q3
Increased
979,578
+2.6%
$102.4M0.9%$104.09
43
2025-Q2
Increased
954,990
+1.6%
$91M0.9%$94.81
43
2025-Q1
Increased
939,590
+7.6%
$75.5M0.9%$79.82
45
2024-Q4
Increased
873,178
+38.2%
$76.8M0.9%$87.17
55
2024-Q3
Decreased
631,655
-10.3%
$52.4M0.6%$82.10
0

Other major holders of SPYG: LPL Financial LLC

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