Spire Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History

Spire Wealth Management

$2.7 Billion
Q2 2025

A detailed history of Spire Wealth Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Spire Wealth Management holds 82,343 shares of SDVY stock, worth $3.09 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

82,343

Previous 83,012 0.81%

Holding current value

$3.09 Million

Previous $2.78 Million 4.5%

% of portfolio

0.11%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$29.52 - $35.31 $19,748 - $23,622	-669 Reduced 0.81%	82,343 $2.91 Million
Q1 2025 Apr 23, 2025	BUY	$32.49 - $37.99 $26,414 - $30,885	813 Added 0.99%	83,012 $2.78 Million
Q4 2024 Jan 24, 2025	BUY	$35.45 - $40.33 $186,041 - $211,651	5,248 Added 6.82%	82,199 $2.95 Million
Q3 2024 Oct 15, 2024	BUY	$32.65 - $36.69 $22,430 - $25,206	687 Added 0.9%	76,951 $2.8 Million
Q2 2024 Jul 31, 2024	BUY	$32.33 - $34.91 $2.44 Million - $2.64 Million	75,540 Added 10433.7%	76,264 $2.55 Million
Q1 2024 Apr 24, 2024	SELL	$31.21 - $34.82 $2.36 Million - $2.64 Million	-75,709 Reduced 99.05%	724 $25,000
Q4 2023 Feb 06, 2024	BUY	$26.48 - $33.23 $38,899 - $48,814	1,469 Added 1.96%	76,433 $2.5 Million
Q3 2023 Nov 08, 2023	BUY	$27.7 - $30.38 $191,434 - $209,956	6,911 Added 10.16%	74,964 $2.12 Million
Q2 2023 Aug 09, 2023	BUY	$24.91 - $28.31 $201,596 - $229,112	8,093 Added 13.5%	68,053 $1.93 Million
Q1 2023 May 09, 2023	BUY	$25.54 - $29.71 $1.53 Million - $1.78 Million	59,858 Added 58684.31%	59,960 $1.6 Million
Q4 2022 Feb 03, 2023	SELL	$23.78 - $27.72 $792,611 - $923,935	-33,331 Reduced 99.69%	102 $3,000
Q3 2022 Nov 07, 2022	BUY	$23.0 - $27.75 $66,355 - $80,058	2,885 Added 9.44%	33,433 $773,000
Q2 2022 Jul 22, 2022	BUY	$23.62 - $28.23 $716,229 - $856,018	30,323 Added 13476.89%	30,548 $729,000
Q1 2022 Apr 18, 2022	BUY	$27.17 - $30.89 $6,113 - $6,950	225 New	225 $6,000

Others Institutions Holding SDVY

# of Institutions

494

Shares Held

185M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Spire Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History