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STOTSTOT
11 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in SSGA ACTIVE TR

Integrated Wealth Concepts LLC holds 62,371 shares of STOT (SSGA ACTIVE TR), worth $2.9M as of 2026-Q2. The position was increased (+118.1% shares). STOT represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$2.9M

Current Shares

62,371

Total Value Change

+$2.2M

Total Shares Change

+47,056

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
62,371
+118.1%
$2.9M0.0%$46.71
42
2026-Q1
Increased
28,601
+1.8%
$1.3M0.0%$46.29
26
2025-Q4
Decreased
28,097
-9.1%
$1.3M0.0%$46.12
0
2025-Q3
Increased
30,899
+9.4%
$1.5M0.0%$45.52
28
2025-Q2
Increased
28,230
+15.2%
$1.3M0.0%$44.98
29
2025-Q1
Decreased
24,496
-0.3%
$1.2M0.0%$44.39
0
2024-Q4
Increased
24,567
+6.3%
$1.2M0.0%$43.69
27
2024-Q3
Increased
23,100
+5.8%
$1.1M0.0%$43.50
27
2024-Q2
Increased
21,829
+8.3%
$1M0.0%$42.36
27
2024-Q1
Increased
20,153
+31.6%
$947,0160.0%$41.96
32
2023-Q4
New
15,315
-
$717,3590.0%$41.50
34

Other major holders of STOT: BANK OF AMERICA CORP /DE/, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, CAPTRUST FINANCIAL ADVISORS

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