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SPYV
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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 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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.5M
+21.5%
$83.9M0.7%$58.93
50
2025-Q4
Increased
1.2M
+17.9%
$69.3M0.8%$57.20
49
2025-Q3
Increased
1M
+3.5%
$57.3M0.5%$54.85
43
2025-Q2
Increased
1M
+32.7%
$52.4M0.5%$51.58
53
2025-Q1
Increased
753,687
+31.7%
$38.5M0.4%$49.87
44
2024-Q4
Increased
572,099
+63.5%
$29.3M0.3%$50.16
50
2024-Q3
Increased
350,007
+1.8%
$18.5M0.2%$51.37
34
2024-Q2
Increased
343,885
+7.8%
$16.8M0.2%$47.27
36

Other major holders of SPYV: Financial Engines Advisors L.L.C.

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