Integrated Wealth Concepts’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Integrated Wealth Concepts’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$225M	Buy	2,555,063 +1,103,145	+76%	+$94.1M	1.09%	9
2026 Q1	$111M	Buy	1,451,918 +321,601	+28%	+$25.7M	0.89%	15
2025 Q4	$90.7M	Sell	1,130,317 -22,562	-2%	-$1.79M	1.08%	13
2025 Q3	$90.3M	Buy	1,152,879 +21,287	+2%	+$1.61M	0.81%	17
2025 Q2	$82.3M	Buy	1,131,592 +8,257	+0.7%	+$555K	0.83%	16
2025 Q1	$73.9M	Sell	1,123,335 -395,514	-26%	-$27.4M	0.86%	16
2024 Q4	$105M	Sell	1,518,849 -14,363	-0.9%	-$996K	1.22%	11
2024 Q3	$104M	Sell	1,533,212 -374,584	-20%	-$24.4M	1.26%	9
2024 Q2	$122M	Buy	1,907,796 +178,647	+10%	+$11M	1.67%	5
2024 Q1	$106M	Sell	1,729,149 -3,188	-0.2%	-$187K	1.54%	6
2023 Q4	$96.8M	Sell	1,732,337 -68,815	-4%	-$3.61M	1.59%	5
2023 Q3	$90.5M	Buy	1,801,152 +122,629	+7%	+$6.41M	1.6%	5
2023 Q2	$87.5M	Buy	1,678,523 +807,904	+93%	+$39.9M	1.5%	4
2023 Q1	$41.9M	Buy	870,619 +532,788	+158%	+$25M	0.86%	15
2022 Q4	$15.2M	Buy	337,831 +27,059	+9%	+$1.22M	0.41%	50
2022 Q3	$13M	Buy	310,772 +45,992	+17%	+$2.15M	0.42%	52
2022 Q2	$11.7M	Buy	264,780 +12,675	+5%	+$611K	0.37%	61
2022 Q1	$13.4M	Buy	252,105 +44,998	+22%	+$2.36M	0.41%	56
2021 Q4	$11.6M	Buy	207,107 +34,733	+20%	+$1.88M	0.34%	63
2021 Q3	$8.7M	Buy	172,374 +31,143	+22%	+$1.62M	0.28%	77
2021 Q2	$7.11M	Buy	141,231 +23,249	+20%	+$1.14M	0.25%	85
2021 Q1	$5.5M	Buy	117,982 +73,064	+163%	+$3.31M	0.23%	90
2020 Q4	$1.98M	Buy	44,918 +37,156	+479%	+$1.55M	0.09%	152
2020 Q3	$305K	Sell	7,762 -18,008	-70%	-$701K	0.02%	450
2020 Q2	$934K	Buy	25,770 +12,198	+90%	+$419K	0.07%	187
2020 Q1	$411K	Sell	13,572 -70	-0.5%	-$2.51K	0.04%	256
2019 Q4	$516K	Buy	13,642 +471	+4%	+$17K	0.04%	265
2019 Q3	$459K	Buy	13,171 +221	+2%	+$7.68K	0.05%	224
2019 Q2	$48K	Buy	12,950 +2,654	+26%	+$90K	0.01%	385
2019 Q1	$342K	Buy	+10,296	New	+$329K	0.06%	218

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Integrated Wealth Concepts's SPYM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 76% in Q2 2026, buying an estimated $94.1M and bringing the position to 2,555,063 shares worth $225M. The position accounts for 1.09% of the portfolio, ranked #9.

Integrated Wealth Concepts first reported a position in SPYM in Q1 2019 and has held it in 30 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Integrated Wealth Concepts held 2,555,063 shares of State Street SPDR Portfolio S&P 500 ETF worth $225M as of Q2 2026.
Integrated Wealth Concepts bought 1,103,145 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $94.1M.
State Street SPDR Portfolio S&P 500 ETF made up 1.09% of Integrated Wealth Concepts's portfolio in Q2 2026, its #9 holding.
Integrated Wealth Concepts first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.