Spdr Ser Tr shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Spdr Ser Tr
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Quarterly reported holdings in Spdr Ser Tr by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 219k | 99.52 |
| 2025-06-30 | $22M | 219k | 99.43 |
| 2025-03-31 | $17M | 173k | 99.49 |
| 2024-12-31 | $36M | 364k | 99.15 |
| 2024-09-30 | $36M | 364k | 99.58 |
| 2024-06-30 | $14M | 136k | 99.37 |
| 2024-03-31 | $11M | 108k | 99.42 |
| 2023-09-30 | $7.4M | 75k | 99.43 |
| 2023-06-30 | $5.4M | 54k | 99.46 |
| 2023-03-31 | $4.4M | 44k | 99.61 |
| 2022-12-31 | $4.0M | 40k | 99.30 |
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