Spire Wealth Management Purchases in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SKX
Skechers Usa Inc

Consumer Cyclical
4
+ 3.2%
$45.48 - $63.1 $182 - $252
129 $8K
WHD
Cactus, Inc.

Energy
26
New
$35.05 - $47.38 $911 - $1.23K
26 $1K
VERU
Veru Inc.

Healthcare
3K
New
$0.49 - $0.7 $1.47K - $2.1K
3K $1K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
2
+ 1.18%
$85.94 - $88.63 $172 - $177
171 $15K
GSL
Global Ship Lease, Inc.

Industrials
74
New
$18.25 - $26.77 $1.35K - $1.98K
74 $1K
CFLT
Confluent, Inc.

Technology
50
New
$19.44 - $24.93 $972 - $1.25K
50 $1K
STNE
Stone Co Ltd.

Technology
5
+ 2.86%
$10.43 - $16.04 $52.2 - $80.2
180 $2K
ETSY
Etsy Inc

Consumer Cyclical
25
+ 100.0%
$40.8 - $63.88 $1.02K - $1.6K
50 $2K
EET
Proshares Tr Ultra Msci Emergi

ETFs
1
+ 0.93%
$41.36 - $64.21 $41.4 - $64.2
109 $6K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1
+ 2.5%
$134.25 - $172.52 $134 - $173
41 $7K
TFSL
Tfs Financial Corp

Financial Services
18
+ 2.15%
$11.62 - $13.54 $209 - $244
855 $11K
AOS
Smith A O Corp

Industrials
24
+ 70.59%
$59.63 - $70.52 $1.43K - $1.69K
58 $3K
PRGS
Progress Software Corp

Technology
29
New
$54.68 - $64.66 $1.59K - $1.88K
29 $1K
EDC
Direxion Daily Emerging Market

ETFs
2
+ 1.2%
$20.69 - $39.34 $41.4 - $78.7
169 $6K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
2
+ 1.22%
$27.24 - $33.15 $54.5 - $66.3
166 $5K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
51
+ 221.74%
$22.66 - $26.12 $1.16K - $1.33K
74 $1K
TER
Teradyne, Inc

Technology
4
+ 3.1%
$67.96 - $91.05 $272 - $364
133 $11K
LXP
Lxp Industrial Trust

Real Estate
125
New
$7.22 - $8.85 $903 - $1.11K
125 $1K
SF
Stifel Financial Corp

Financial Services
15
New
$76.49 - $103.78 $1.15K - $1.56K
15 $1K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
25
+ 108.7%
$23.18 - $30.7 $580 - $768
48 $1K
WEN
Wendy'S CO

Consumer Cyclical
131
New
$11.11 - $14.72 $1.46K - $1.93K
131 $1K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
2
+ 0.61%
$47.29 - $53.34 $94.6 - $107
330 $17K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
17
+ 2.93%
$47.89 - $48.65 $814 - $827
597 $29K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
7
+ 0.62%
$72.71 - $82.56 $509 - $578
1.14K $92K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
100
+ 2.7%
$5.09 - $5.8 $509 - $580
3.81K $22K
CACI
Caci International Inc

Technology
1
+ 0.23%
N/A
440 $188K
COLL
Collegium Pharmaceutical, Inc

Healthcare
14
+ 1.83%
$24.67 - $30.44 $345 - $426
781 $23K
HLN
Haleon PLC

Healthcare
67
+ 1.79%
$9.27 - $11.41 $621 - $764
3.82K $39K
XPP
Proshares Tr Ultra Ftse China

ETFs
1
+ 0.89%
$16.45 - $25.63 $16.5 - $25.6
113 $2K
Armour Residential Reit Inc
2.56K
+ 311.17%
N/A
3.39K $0
ESG
Flexshares Stoxx Us Esg Select
19
New
N/A
19 $0
NWBI
Northwest Bancshares, Inc.

Financial Services
20
+ 15.38%
$10.9 - $12.84 $218 - $257
150 $1K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
4
+ 0.12%
N/A
3.39K $137K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
1
+ 3.23%
$88.49 - $92.4 $88.5 - $92.4
32 $2K
First Tr Exchng Traded Fd Vi
1.65K
+ 73.54%
N/A
3.88K $0
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
1.26K
New
N/A
1.26K $0
ERIC
Ericsson Lm Telephone CO

Technology
2
+ 0.61%
$6.77 - $8.86 $13.5 - $17.7
328 $2K
KIM
Kimco Realty Corp

Real Estate
27
+ 27.0%
$18.7 - $21.69 $505 - $586
127 $2K
CGSD
Capital Grp Core Plus Income E
55
+ 1.12%
N/A
4.96K $0
Maplebear Inc
508
+ 48.94%
N/A
1.55K $0
Lithium Amers Corp New
786
New
N/A
786 $0
Bitwise Funds Trust
50
New
N/A
50 $0
PED
Pedevco Corp

Energy
24
+ 0.66%
$0.51 - $0.76 $12.2 - $18.2
3.66K $2K
NLOK
Norton Life Lock Inc.

Technology
21
+ 33.33%
N/A
84 $1K
Direxion Shs ETF Tr
350
+ 46.3%
N/A
1.11K $0
AKAM
Akamai Technologies Inc

Technology
1
+ 3.23%
N/A
32 $2K
YELP
Yelp Inc

Communication Services
5
+ 7.04%
$32.56 - $40.93 $163 - $205
76 $2K
Pgim Rock ETF Tr
1.75K
New
N/A
1.75K $0
Tidal Tr Ii
1K
New
N/A
1K $0
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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