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Spdr Series Trust barcly cap etf shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Spdr Series Trust barcly cap etf (SPLB) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Spdr Series Trust barcly cap etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust barcly cap etf held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust barcly cap etf by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2023-09-30 $654k 31k 21.24

More positions owned by Integrated Wealth Concepts

Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Invesco Optimum MF Closed and MF Open (PDBC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Microsoft Corp Common Stock (MSFT)
Bny Mellon MF Closed and MF Open (BKLC)
Ishares Msci MF Closed and MF Open (USMV)
Schwab Us MF Closed and MF Open (SCHX)
Blackrock Short MF Closed and MF Open (MEAR)
Sector Technology MF Closed and MF Open (XLK)
Dimensional Us MF Closed and MF Open (DFAC)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IEFA)

View all positions for Integrated Wealth Concepts

Top funds holding Spdr Series Trust barcly cap etf

Bank of America Corporation
NYL Investors
Rockland Trust
Wells Fargo & Company
Capstone Wealth Management Group
Twelve Points Wealth Management
Advisor Group Holdings
Milestone Asset Management
PFG Advisors
Legacy Financial Group
UBS Group
Mirae Asset Global Investments
Hedeker Wealth Management
Private Advisor
Royal Bank of Canada

View all funds holding Spdr Series Trust barcly cap etf