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SPYVSPYV
26 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in SPDR SERIES TRUST

Integrated Wealth Concepts LLC holds 2M shares of SPYV (SPDR SERIES TRUST), worth $123.8M as of 2026-Q2. The position was increased (+37.3% shares). SPYV represents 0.6% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$123.8M

Current Shares

2M

Total Value Change

+$123.2M

Total Shares Change

+2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2M
+37.3%
$123.8M0.6%$60.79
56
2026-Q1
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
2024-Q1
Increased
319,093
+9.4%
$16M0.2%$48.30
37
2023-Q4
Increased
291,688
+24.6%
$13.6M0.2%$44.72
41
2023-Q3
Decreased
234,158
-8.7%
$9.7M0.2%$39.37
0
2023-Q2
Increased
256,417
+163.5%
$11.1M0.2%$40.63
54
2023-Q1
Decreased
97,302
-2.0%
$4M0.1%$37.97
0
2022-Q4
Increased
99,274
+175.7%
$3.9M0.1%$36.60
51
2022-Q3
Increased
36,008
+28.7%
$1.2M0.0%$32.67
32
2022-Q2
Decreased
27,983
-47.9%
$1M0.0%$34.39
0
2022-Q1
Increased
53,693
+42.8%
$2.2M0.1%$39.10
35
2021-Q4
Decreased
37,594
-32.1%
$1.6M0.0%$38.63
0
2021-Q3
Increased
55,359
+27.5%
$2.2M0.1%$36.26
32
2021-Q2
Increased
43,408
+260.1%
$1.7M0.1%$35.80
41
2021-Q1
Increased
12,053
+18.6%
$457,0000.0%$34.48
28
2020-Q4
Increased
10,159
+7.8%
$349,0000.0%$30.69
26
2020-Q3
New
9,420
-
$284,0000.0%$26.77
32
2020-Q1
Exited
0
-100.0%
$00.0%$23.22
0
2019-Q4
New
16,052
-
$560,0000.0%$30.41
34

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

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