Back to IW Integrated Wealth Concepts LLC

SPYMSPYM
Showing 8 of 30 quarters

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

Integrated Wealth Concepts LLC holds 1.5M shares of SPYM (SPDR SERIES TRUST), worth $135.4M as of 2026-Q2. The position was increased (+6.1% shares). SPYM represents 0.9% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$135.4M

Current Shares

1.5M

Total Value Change

+$31.9M

Total Shares Change

+7,593

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+6.1%
$135.4M0.9%$87.64
45
2026-Q1
Increased
1.5M
+28.4%
$111.1M0.9%$76.12
53
2025-Q4
Decreased
1.1M
-2.0%
$90.7M1.1%$79.59
0
2025-Q3
Increased
1.2M
+1.9%
$90.3M0.8%$77.50
43
2025-Q2
Increased
1.1M
+0.7%
$82.3M0.8%$71.69
42
2025-Q1
Decreased
1.1M
-26.0%
$73.9M0.9%$64.66
0
2024-Q4
Decreased
1.5M
-0.9%
$104.7M1.2%$67.57
0
2024-Q3
Decreased
1.5M
-19.6%
$103.5M1.3%$65.94
0

Other major holders of SPYM: JONES FINANCIAL COMPANIES LLLP, JPMORGAN CHASE & CO, USS Investment Management Ltd, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used