Spdr S&p 500 Etf shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $92M | 160k | 573.76 |
| 2024-06-30 | $82M | 151k | 544.22 |
| 2024-03-31 | $73M | 139k | 523.12 |
| 2023-09-30 | $49M | 115k | 427.48 |
| 2023-06-30 | $49M | 112k | 443.28 |
| 2023-03-31 | $45M | 110k | 409.39 |
| 2022-12-31 | $23M | 59k | 382.43 |
| 2022-09-30 | $21M | 58k | 357.18 |
| 2022-06-30 | $24M | 64k | 377.25 |
| 2022-03-31 | $22M | 49k | 451.63 |
| 2021-12-31 | $19M | 41k | 474.95 |
| 2021-09-30 | $17M | 40k | 429.12 |
| 2021-06-30 | $17M | 39k | 428.07 |
| 2021-03-31 | $14M | 35k | 396.32 |
| 2020-12-31 | $21M | 55k | 373.89 |
| 2020-09-30 | $8.9M | 27k | 334.91 |
| 2020-06-30 | $7.0M | 23k | 308.36 |
| 2020-03-31 | $5.4M | 21k | 257.76 |
| 2019-12-31 | $7.9M | 25k | 321.85 |
| 2019-09-30 | $7.0M | 24k | 296.76 |
| 2019-06-30 | $6.4M | 25k | 261.10 |
| 2019-03-31 | $2.4M | 8.4k | 282.45 |
| 2018-12-31 | $1.8M | 7.2k | 249.86 |
| 2018-09-30 | $1.2M | 4.2k | 291.72 |
| 2018-06-30 | $1.0M | 3.7k | 271.97 |
| 2018-03-31 | $2.4M | 9.5k | 257.52 |
| 2017-12-31 | $1.1M | 4.1k | 274.01 |
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