Spire Wealth Management Spdr Ser Tr Factset Innovative Transaction History

Spire Wealth Management

$2.82 Billion
Q4 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	SELL	$90.19 - $107.73 $42,659 - $50,956	-473 Reduced 65.24%	252 $25,000
Q3 2022 Nov 07, 2022	SELL	$98.68 - $125.83 $54,866 - $69,961	-556 Reduced 43.4%	725 $72,000
Q2 2022 Jul 22, 2022	SELL	$103.54 - $160.36 $248,496 - $384,864	-2,400 Reduced 65.2%	1,281 $138,000
Q4 2021 Jan 14, 2022	SELL	$185.35 - $234.71 $63,389 - $80,270	-342 Reduced 8.5%	3,681 $703,000
Q3 2021 Oct 22, 2021	SELL	$208.2 - $233.01 $71,204 - $79,689	-342 Reduced 7.84%	4,023 $868,000

Q2 2021 Jul 26, 2021	SELL	$188.57 - $230.21 $72,033 - $87,940	-382 Reduced 8.05%	4,365 $987,000
Q1 2021 May 21, 2021	BUY	$202.31 - $262.15 $960,365 - $1.24 Million	4,747 New	4,747 $992,000

Others Institutions Holding XITK

# of Institutions

53

Shares Held

144K

Call Options Held

50K

Put Options Held

26.8K

Lpl Financial LLC Fort Mill, SC

29.6K
Shares

$5.27 Million
0.0% of portfolio
Sage Capital Management, LLC Stockton, NJ

20.5K
Shares

$3.65 Million
1.69% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.1K
Shares

$2.16 Million
0.0% of portfolio
Money Concepts Capital Corp

9.59K
Shares

$1.71 Million
0.12% of portfolio
Smart Portfolios, LLC Seattle, WA

8.43K
Shares

$1.5 Million
1.7% of portfolio

About SPDR SER TR FACTSET INNOVATIVE

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