Ownership history in Integrity Wealth Solutions LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Integrity Wealth Solutions LLC reported a position in SPDR SER TR (SDY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 2,604 | +16 | +0.6% | 0.16% | $365K | $139.04 |
| 2025 Q2 | REDUCED | 2,588 | -3,569 | -58.0% | 0.17% | $351K | $133.90 |
| 2025 Q1 | ADDED | 6,157 | +73 | +1.2% | 0.45% | $835K | $132.93 |
| 2024 Q4 | REDUCED | 6,084 | -64 | -1.0% | 0.45% | $804K | $128.63 |
| 2024 Q3 | ADDED | 6,148 | +34 | +0.6% | 0.51% | $873K | $137.24 |
| 2024 Q2 | ADDED | 6,114 | +40 | +0.7% | 0.51% | $778K | $122.20 |
| 2024 Q1 | REDUCED | 6,074 | -675 | -10.0% | 0.52% | $797K | $125.26 |
| 2023 Q4 | INITIATED | 6,749 | — | — | 0.58% | $843K | — |
As of 2025 Q4 — sorted by position size