Spire Wealth Management Purchases in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.75M
+ 1276.8%
$45.12 - $46.23 $79M - $81M
1.89M $87.3M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
285K
New
$50.09 - $51.09 $14.3M - $14.5M
285K $14.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11.4K
+ 30.99%
$416.06 - $551.64 $4.74M - $6.28M
48.1K $26.5M
KLAC
Kla Corp

Technology
2.4K
+ 21.65%
$576.53 - $902.94 $1.38M - $2.16M
13.5K $12.1M
SPOT
Spotify Technology S.A.

Communication Services
5.83K
+ 2135.9%
$503.3 - $775.9 $2.93M - $4.52M
6.1K $4.68M
INTU
Intuit Inc

Technology
4.5K
+ 88.03%
$544.07 - $787.63 $2.45M - $3.54M
9.6K $7.56M
SSO
Proshares Ultra S&P 500

ETFs
22.4K
+ 16.0%
$64.8 - $97.72 $1.45M - $2.19M
163K $15.9M
EQT
Eqt Corp

Energy
60.5K
+ 15585.82%
$46.11 - $60.44 $2.79M - $3.65M
60.9K $3.55M
EW
Edwards Lifesciences Corp

Healthcare
44K
+ 1477.08%
$67.07 - $78.22 $2.95M - $3.44M
47K $3.68M
XLK
Technology Sector Spdr

ETFs
2.53K
+ 4.25%
$179.73 - $253.23 $455K - $641K
62.1K $15.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
28.8K
+ 107.67%
$85.42 - $94.39 $2.46M - $2.72M
55.6K $5.22M
VST
Vistra Corp.

Utilities
9.87K
+ 129.87%
$98.07 - $195.04 $968K - $1.93M
17.5K $3.39M
PVAL
Putnam ETF Tr Putnam Focused L
58.5K
+ 8999.08%
$33.6 - $40.23 $1.97M - $2.35M
59.1K $2.38M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
69.5K
+ 123.28%
$28.35 - $31.3 $1.97M - $2.17M
126K $3.94M
GLD
Spdr Gold Trust

ETFs
4.66K
+ 19.18%
$273.71 - $316.29 $1.27M - $1.47M
28.9K $8.82M
DFUS
Dimensional ETF Tr U S Equity

ETFs
487
+ 0.2%
$53.65 - $67.02 $26.1K - $32.6K
249K $16.7M
MSTR
Microstrategy Inc

Technology
672
+ 6.04%
$237.95 - $421.61 $160K - $283K
11.8K $4.77M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
42.4K
+ 521.93%
$30.71 - $34.9 $1.3M - $1.48M
50.5K $1.76M
HOOD
Robinhood Markets, Inc.

Technology
7.42K
+ 53.23%
$34.17 - $93.63 $253K - $694K
21.3K $2M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
15.8K
+ 272.42%
$70.44 - $86.87 $1.11M - $1.37M
21.6K $1.88M
VUG
Vanguard Growth ETF

ETFs
237
+ 1.27%
$329.49 - $438.4 $78.1K - $104K
18.9K $8.27M
STRL
Sterling Construction CO Inc

Industrials
5.7K
+ 6335.56%
$104.96 - $231.51 $598K - $1.32M
5.79K $1.34M
HIG
Hartford Financial Services Group, Inc.

Financial Services
9.74K
+ 202.56%
$109.83 - $131.67 $1.07M - $1.28M
14.6K $1.85M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.76K
+ 76.56%
$273.67 - $366.17 $754K - $1.01M
6.36K $2.33M
TJX
Tjx Companies Inc

Consumer Cyclical
9.61K
+ 97.96%
$119.13 - $135.03 $1.14M - $1.3M
19.4K $2.4M
CAH
Cardinal Health Inc

Healthcare
6.28K
+ 144.71%
$125.0 - $168.0 $785K - $1.05M
10.6K $1.78M
COIN
Coinbase Global, Inc.

Technology
1.36K
+ 34.46%
$151.47 - $375.07 $206K - $510K
5.3K $1.86M
TRV
Travelers Companies, Inc.

Financial Services
4.32K
+ 175.9%
$233.83 - $276.34 $1.01M - $1.19M
6.78K $1.81M
NEM
Newmont Corp

Basic Materials
17.8K
+ 757.39%
$44.18 - $59.46 $788K - $1.06M
20.2K $1.18M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
26.1K
+ 72.75%
$30.77 - $35.62 $803K - $930K
62K $2.21M
EFV
Msci Eafe Value ETF

ETFs
7.41K
+ 6.44%
$52.4 - $64.65 $388K - $479K
122K $7.77M
BSX
Boston Scientific Corp

Healthcare
8.5K
+ 79.94%
$89.7 - $107.41 $762K - $913K
19.1K $2.05M
RMD
Resmed Inc

Healthcare
3.46K
+ 133.72%
$204.54 - $258.0 $707K - $892K
6.04K $1.56M
AMD
Advanced Micro Devices Inc

Technology
3.31K
+ 25.41%
$78.21 - $143.81 $259K - $476K
16.3K $2.32M
FAST
Fastenal CO

Industrials
24.6K
+ 1334.34%
$40.65 - $83.16 $1M - $2.05M
26.5K $1.11M
C
Citigroup Inc

Financial Services
9.82K
+ 122.39%
$58.13 - $85.12 $571K - $836K
17.9K $1.52M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.31K
+ 16.35%
$55.54 - $69.09 $462K - $574K
59.1K $4.09M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
4.97K
+ 4.24%
$48.22 - $60.41 $239K - $300K
122K $7.29M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
38.9K
+ 19.82%
$20.12 - $21.0 $783K - $818K
235K $4.93M
FSMD
Fidelity Covington Tr Small Mi

ETFs
20.4K
+ 85058.33%
$34.67 - $41.47 $708K - $847K
20.4K $847K
BMAY
Innovator U.S. Equity Buffer E

ETFs
17.3K
+ 114.51%
$36.09 - $42.2 $626K - $732K
32.5K $1.37M
DY
Dycom Industries Inc

Industrials
3.06K
New
$138.96 - $245.71 $425K - $752K
3.06K $748K
HYLS
First Tr Tactical High Yield L

ETFs
17.1K
+ 55.76%
$39.8 - $41.84 $680K - $715K
47.7K $1.99M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.83K
+ 1052.3%
$283.31 - $388.96 $519K - $712K
2.01K $751K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.7K
+ 122.95%
$49.79 - $50.75 $680K - $693K
24.8K $1.26M
GUNR
Flexshares Tr Morningstar Glob

ETFs
16.5K
+ 89.65%
$33.77 - $41.16 $556K - $678K
34.9K $1.4M
TMDX
Trans Medics Group, Inc.

Healthcare
5.07K
New
$67.67 - $143.04 $343K - $725K
5.07K $679K
ACM
Aecom

Industrials
5.86K
+ 763.15%
$87.19 - $113.06 $511K - $663K
6.63K $748K
CCJ
Cameco Corp

Energy
7.1K
+ 208.98%
$36.68 - $74.46 $260K - $528K
10.5K $778K
Activity Summary
Buys All Purchases 682 New Holdings 151 Increased Positions 531 Sells All Sells 1172 Reductions 1172 Sold out 0 Options Calls 0 Puts 0
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