Ownership history in Integrity Wealth Solutions LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Integrity Wealth Solutions LLC reported a position in SPDR SER TR (SLYG). 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 Q4 | ADDED | 78,870 | +3,346 | +4.4% | 2.94% | $7.4M | $94.19 |
| 2025 Q3 | ADDED | 75,524 | +1,177 | +1.6% | 3.18% | $7.1M | $94.19 |
| 2025 Q2 | ADDED | 74,347 | +3,309 | +4.7% | 3.22% | $6.6M | $88.42 |
| 2025 Q1 | ADDED | 71,038 | +368 | +0.5% | 3.20% | $5.9M | $82.46 |
| 2024 Q4 | ADDED | 70,670 | +1,689 | +2.4% | 3.58% | $6.4M | $89.53 |
| 2024 Q3 | ADDED | 68,981 | +18,541 | +36.8% | 3.75% | $6.4M | $91.90 |
| 2024 Q2 | ADDED | 50,440 | +2,789 | +5.9% | 2.82% | $4.3M | $84.48 |
| 2024 Q1 | ADDED | 47,651 | +1,506 | +3.3% | 2.71% | $4.2M | $85.57 |
| 2023 Q4 | INITIATED | 46,145 | — | — | 2.67% | $3.9M | — |
As of 2025 Q4 — sorted by position size