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Position history for IWIntegrated Wealth Concepts LLC's holdings in SPDR PORTFOLIO S&P 500 ETF

Integrated Wealth Concepts LLC holds 2.6M shares of SPYM (SPDR PORTFOLIO S&P 500 ETF), worth $224.5M as of 2026-Q2. The position was increased (+76.0% shares). SPYM represents 1.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$224.5M

Current Shares

2.6M

Total Value Change

+$121M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.6M
+76.0%
$224.5M1.1%$87.88
73
2026-Q1
Increased
1.5M
+28.4%
$111.1M0.9%$76.33
53
2025-Q4
Decreased
1.1M
-2.0%
$90.7M1.1%$79.80
0
2025-Q3
Increased
1.2M
+1.9%
$90.3M0.8%$77.70
43
2025-Q2
Increased
1.1M
+0.7%
$82.3M0.8%$71.88
42
2025-Q1
Decreased
1.1M
-26.0%
$73.9M0.9%$64.83
0
2024-Q4
Decreased
1.5M
-0.9%
$104.7M1.2%$67.75
0
2024-Q3
Decreased
1.5M
-19.6%
$103.5M1.3%$66.12
0

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

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