Spdr Ser Tr shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) 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 | $5.9M | 93k | 63.59 |
| 2025-06-30 | $5.3M | 90k | 58.55 |
| 2025-03-31 | $4.7M | 89k | 53.50 |
| 2024-12-31 | $5.0M | 89k | 56.48 |
| 2024-09-30 | $5.0M | 90k | 55.76 |
| 2024-06-30 | $4.5M | 86k | 53.10 |
| 2024-03-31 | $24M | 466k | 50.64 |
| 2023-09-30 | $22M | 521k | 41.49 |
| 2023-06-30 | $22M | 511k | 43.05 |
| 2023-03-31 | $33M | 831k | 39.43 |
| 2022-12-31 | $29M | 791k | 36.66 |
| 2022-09-30 | $26M | 770k | 34.04 |
| 2022-06-30 | $26M | 728k | 36.23 |
| 2022-03-31 | $31M | 702k | 43.42 |
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