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SPYM
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.5M
+28.4%
$111.1M0.9%$80.05
53
2025-Q4
Decreased
1.1M
-2.0%
$90.7M1.1%$80.82
0
2025-Q3
Increased
1.2M
+1.9%
$90.3M0.8%$77.84
43
2025-Q2
Increased
1.1M
+0.7%
$82.3M0.8%$71.89
42
2025-Q1
Decreased
1.1M
-26.0%
$73.9M0.9%$64.79
0
2024-Q4
Decreased
1.5M
-0.9%
$104.7M1.2%$68.36
0
2024-Q3
Decreased
1.5M
-19.6%
$103.5M1.3%$66.18
0
2024-Q2
Increased
1.9M
+10.3%
$122.1M1.7%$62.81
52

Other major holders of SPYM: JONES FINANCIAL COMPANIES LLLP, USS Investment Management Ltd, JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/

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