Position history for Integrated Wealth Concepts LLC's holdings in SPDR SERIES TRUST
Integrated Wealth Concepts LLC holds 1.1M shares of SPYM (SPDR SERIES TRUST), worth $90.7M as of 2025-Q4. The position was decreased (-2.0% shares). SPYM represents 1.1% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$90.7M
Current Shares
1.1M
Total Value Change
-$31.4M
Total Shares Change
-777,479
Other major holders of SPYM: Kestra Advisory Services, LLC, USS Investment Management Ltd, BANK OF AMERICA CORP /DE/, JONES FINANCIAL COMPANIES LLLP
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 |