Position history for Integrated Wealth Concepts LLC's holdings in SPDR SERIES TRUST
Integrated Wealth Concepts LLC holds 1.5M shares of SPYM (SPDR SERIES TRUST), worth $111.1M as of 2026-Q1. The position was increased (+28.4% shares). SPYM represents 0.9% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$111.1M
Current Shares
1.5M
Total Value Change
-$11M
Total Shares Change
-455,878
Other major holders of SPYM: JONES FINANCIAL COMPANIES LLLP, Kestra Advisory Services, LLC, USS Investment Management Ltd, JPMORGAN CHASE & CO
Increased |
| 1.5M |
+28.4% |
| $111.1M |
| 0.9% |
| $80.05 |
53 |
| 2025-Q4 | Decreased | 1.1M | -2.0% | $90.7M | 1.1% | $80.82 | 0 |
| 2025-Q3 | Increased | 1.2M | +1.9% | $90.3M | 0.8% | $77.84 | 43 |
| 2025-Q2 | Increased | 1.1M | +0.7% | $82.3M | 0.8% | $71.89 | 42 |
| 2025-Q1 | Decreased | 1.1M | -26.0% | $73.9M | 0.9% | $64.79 | 0 |
| 2024-Q4 | Decreased | 1.5M | -0.9% | $104.7M | 1.2% | $68.36 | 0 |
| 2024-Q3 | Decreased | 1.5M | -19.6% | $103.5M | 1.3% | $66.18 | 0 |
| 2024-Q2 | Increased | 1.9M | +10.3% | $122.1M | 1.7% | $62.81 | 52 |