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Spdr S&p 500 Etf shares owned by Integrated Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Integrated Wealth Management from 13F filings

Historical chart of Integrated Wealth Management investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $3.6M 16k 235.76
2016-12-31 $2.8M 13k 223.55
2016-09-30 $2.0M 9.3k 216.32
2016-06-30 $1.4M 6.7k 209.49
2016-03-31 $1.6M 7.7k 205.49
2015-12-31 $1.8M 8.9k 203.91
2015-09-30 $1.7M 8.6k 191.59
2015-06-30 $1.2M 5.7k 205.84
2015-03-31 $1.2M 6.0k 206.38