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 (SPIP). 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 | 102,290 | +1,354 | +1.3% | 1.05% | $2.7M | $25.94 |
| 2025 Q3 | ADDED | 100,936 | +3,490 | +3.6% | 1.18% | $2.7M | $25.96 |
| 2025 Q2 | ADDED | 97,446 | +359 | +0.4% | 1.24% | $2.5M | $25.42 |
| 2025 Q1 | REDUCED | 97,087 | -5,684 | -5.5% | 1.39% | $2.6M | $25.34 |
| 2024 Q4 | REDUCED | 102,771 | -4,802 | -4.5% | 1.46% | $2.6M | $24.29 |
| 2024 Q3 | REDUCED | 107,573 | -15,049 | -12.3% | 1.65% | $2.8M | $25.07 |
| 2024 Q2 | REDUCED | 122,622 | -30,833 | -20.1% | 2.03% | $3.1M | $24.07 |
| 2024 Q1 | REDUCED | 153,455 | -12,871 | -7.7% | 2.57% | $3.9M | $23.78 |
| 2023 Q4 | INITIATED | 166,326 | — | — | 2.94% | $4.3M | — |
As of 2025 Q4 — sorted by position size