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 INDEX SHS FDS (SPDW). 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 | 116,092 | +2,195 | +1.9% | 2.04% | $5.2M | $44.41 |
| 2025 Q3 | ADDED | 113,897 | +18,691 | +19.6% | 2.17% | $4.9M | $42.03 |
| 2025 Q2 | ADDED | 95,206 | +921 | +1.0% | 1.88% | $3.9M | $39.77 |
| 2025 Q1 | ADDED | 94,285 | +7,948 | +9.2% | 1.86% | $3.4M | $35.16 |
| 2024 Q4 | REDUCED | 86,337 | -2,555 | -2.9% | 1.65% | $2.9M | $32.96 |
| 2024 Q3 | REDUCED | 88,892 | -545 | -0.6% | 1.95% | $3.3M | $35.77 |
| 2024 Q2 | REDUCED | 89,437 | -673 | -0.7% | 2.04% | $3.1M | $33.41 |
| 2024 Q1 | ADDED | 90,110 | +1,655 | +1.9% | 2.11% | $3.2M | $33.54 |
| 2023 Q4 | INITIATED | 88,455 | — | — | 2.08% | $3.0M | — |
As of 2025 Q4 — sorted by position size