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SPYG
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Position history for Integrated Wealth Concepts LLC's holdings in SPDR SERIES TRUST

Integrated Wealth Concepts LLC holds 1.1M shares of SPYG (SPDR SERIES TRUST), worth $105.1M as of 2026-Q1. The position was increased (+35.7% shares). SPYG represents 0.8% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$105.1M

Current Shares

1.1M

Total Value Change

+$48.7M

Total Shares Change

+369,331

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.1M
+35.7%
$105.1M0.8%$102.72
55
2025-Q4
Decreased
791,024
-19.3%
$84.4M1.0%$107.48
0
2025-Q3
Increased
979,578
+2.6%
$102.4M0.9%$103.90
43
2025-Q2
Increased
954,990
+1.6%
$91M0.9%$94.52
43
2025-Q1
Increased
939,590
+7.6%
$75.5M0.9%$79.77
45
2024-Q4
Increased
873,178
+38.2%
$76.8M0.9%$88.16
55
2024-Q3
Decreased
631,655
-10.3%
$52.4M0.6%$81.86
0
2024-Q2
Increased
703,952
+19.1%
$56.4M0.8%$79.39
49

Other major holders of SPYG: LPL Financial LLC

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