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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

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr 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 Ser Tr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
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

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Spdr Ser Tr

LPL Financial
CWM
Bank of America Corporation
Partners Capital Investment Group
Advisor Group Holdings
Renaissance Technologies
Coldstream Capital Management
Sargent Investment Group
Proficio Capital Partners
Miller Investment Management
Commonwealth Equity Services
Bell State Bank and Trust
Integrated Wealth Concepts
Royal Bank of Canada
Pecaut & Co.

View all funds holding Spdr Ser Tr