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
Other major holders of SPYG: Kestra Advisory Services, LLC, LPL Financial LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 1.1M |
+35.7% |
| $105.1M |
| 0.8% |
| $102.72 |
55 |
| 2025-Q4 | Decreased | 791,024 | -19.3% | $84.4M | 1.0% | $107.48 | 0 |
| 2025-Q3 | Increased | 979,578 | +2.6% | $102.4M | 0.9% | $103.90 | 43 |
| 2025-Q2 | Increased | 954,990 | +1.6% | $91M | 0.9% | $94.52 | 43 |
| 2025-Q1 | Increased | 939,590 | +7.6% | $75.5M | 0.9% | $79.77 | 45 |
| 2024-Q4 | Increased | 873,178 | +38.2% | $76.8M | 0.9% | $88.16 | 55 |
| 2024-Q3 | Decreased | 631,655 | -10.3% | $52.4M | 0.6% | $81.86 | 0 |
| 2024-Q2 | Increased | 703,952 | +19.1% | $56.4M | 0.8% | $79.39 | 49 |