Position history for Integrated Wealth Concepts LLC's holdings in SPDR SERIES TRUST
Integrated Wealth Concepts LLC holds 1.5M shares of SPYV (SPDR SERIES TRUST), worth $83.9M as of 2026-Q1. The position was increased (+21.5% shares). SPYV represents 0.7% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$83.9M
Current Shares
1.5M
Total Value Change
+$67.1M
Total Shares Change
+1.1M
Other major holders of SPYV: Financial Engines Advisors L.L.C.
Increased |
| 1.5M |
+21.5% |
| $83.9M |
| 0.7% |
| $58.93 |
50 |
| 2025-Q4 | Increased | 1.2M | +17.9% | $69.3M | 0.8% | $57.20 | 49 |
| 2025-Q3 | Increased | 1M | +3.5% | $57.3M | 0.5% | $54.85 | 43 |
| 2025-Q2 | Increased | 1M | +32.7% | $52.4M | 0.5% | $51.58 | 53 |
| 2025-Q1 | Increased | 753,687 | +31.7% | $38.5M | 0.4% | $49.87 | 44 |
| 2024-Q4 | Increased | 572,099 | +63.5% | $29.3M | 0.3% | $50.16 | 50 |
| 2024-Q3 | Increased | 350,007 | +1.8% | $18.5M | 0.2% | $51.37 | 34 |
| 2024-Q2 | Increased | 343,885 | +7.8% | $16.8M | 0.2% | $47.27 | 36 |