Spdr Series Trust fund shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Spdr Series Trust fund
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Quarterly reported holdings in Spdr Series Trust fund by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $298k | 1.4k | 214.91 |
| 2024-12-31 | $896k | 4.9k | 184.06 |
| 2024-09-30 | $913k | 4.9k | 184.43 |
| 2024-06-30 | $844k | 4.9k | 172.09 |
| 2023-09-30 | $841k | 5.8k | 144.57 |
| 2022-03-31 | $667k | 4.3k | 154.94 |
| 2021-12-31 | $2.0M | 13k | 155.66 |
| 2021-09-30 | $1.3M | 9.0k | 144.59 |
| 2021-06-30 | $815k | 5.6k | 146.42 |
More positions owned by Integrated Wealth Concepts
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