Spdr Ser Tr fund shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Spdr Ser Tr fund (MMTM) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Spdr Ser Tr fund
Tip: Access up to 7 years of quarterly data
All positions including Spdr Ser Tr fund held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr Ser Tr fund by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $247k | 790 | 312.95 |
| 2021-12-31 | $283k | 1.4k | 202.58 |
| 2021-09-30 | $275k | 1.5k | 183.09 |
| 2021-06-30 | $438k | 2.4k | 181.59 |
| 2021-03-31 | $1.2M | 7.4k | 166.30 |
| 2020-12-31 | $866k | 5.3k | 162.11 |