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Integrated Wealth Concepts LLC → SPY
Integrated Wealth Concepts LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
6
Latest value
$928
Q2 2026
Peak value
$211.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $151.4M |
| Q4 2025 | $71.9M |
| Q1 2026 | $148.9M |
| Q2 2026 | $211.1M |
| Q2 2026 | $167.5M |
| Q2 2026 | $928 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $928 | 71 | — | — |
| Q2 2026 | $167.5M | 224.3K | — | — |
| Q2 2026 | $211.1M | 282.7K | — | — |
| Q1 2026 | $148.9M | 228.9K | — | — |
| Q4 2025 | $71.9M | 105.5K | — | — |
| Q3 2025 | $151.4M | 227.3K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B