Integrated Wealth Concepts’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134M | Buy |
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|
2025
Q1 | $114M | Buy |
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|
2024
Q4 | $111M | Buy |
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|
2024
Q3 | $92M | Buy |
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|
2024
Q2 | $82M | Buy |
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|
2024
Q1 | $72.5M | Buy |
|
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|
2023
Q4 | $63.6M | Buy |
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|
2023
Q3 | $49.1M | Buy |
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|
2023
Q2 | $49.4M | Buy |
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|
2023
Q1 | $45.1M | Buy |
|
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|
2022
Q4 | $22.5M | Buy |
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|
2022
Q3 | $20.8M | Sell |
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|
2022
Q2 | $24M | Buy |
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|
2022
Q1 | $22M | Buy |
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|
2021
Q4 | $19.2M | Buy |
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|
2021
Q3 | $17.1M | Buy |
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|
2021
Q2 | $16.9M | Buy |
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|
2021
Q1 | $14M | Sell |
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|
2020
Q4 | $20.5M | Buy |
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|
2020
Q3 | $8.93M | Buy |
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|
2020
Q2 | $6.96M | Buy |
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|
2020
Q1 | $5.4M | Sell |
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|
2019
Q4 | $7.95M | Buy |
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|
2019
Q3 | $6.99M | Sell |
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|
2019
Q2 | $6.44M | Buy |
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|
2019
Q1 | $2.38M | Buy |
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|
2018
Q4 | $1.8M | Buy |
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|
2018
Q3 | $1.24M | Buy |
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|
2018
Q2 | $1.02M | Sell |
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|
2018
Q1 | $2.45M | Buy |
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|
2017
Q4 | $1.13M | Buy |
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