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 (SPTL). 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 | 168,467 | +2,272 | +1.4% | 1.76% | $4.5M | $26.30 |
| 2025 Q3 | ADDED | 166,195 | +5,673 | +3.5% | 2.00% | $4.5M | $26.41 |
| 2025 Q2 | ADDED | 160,522 | +16,433 | +11.4% | 2.08% | $4.3M | $25.78 |
| 2025 Q1 | ADDED | 144,089 | +114,932 | +394.2% | 2.13% | $3.9M | $26.17 |
| 2024 Q4 | ADDED | 29,157 | +8,030 | +38.0% | 0.43% | $764K | $24.98 |
| 2024 Q3 | ADDED | 21,127 | +196 | +0.9% | 0.36% | $614K | $27.37 |
| 2024 Q2 | ADDED | 20,931 | +202 | +1.0% | 0.37% | $570K | $25.38 |
| 2024 Q1 | ADDED | 20,729 | +125 | +0.6% | 0.38% | $579K | $25.80 |
| 2023 Q4 | INITIATED | 20,604 | — | — | 0.41% | $598K | — |
As of 2025 Q4 — sorted by position size