Spire Wealth Management Purchases in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
3
+ 1.49%
$14.06 - $16.54 $42.2 - $49.6
205 $3K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
95
New
N/A
95 $0
Spinnaker ETF Series
4.51K
New
N/A
4.51K $0
Blackrock ETF Trust
6.99K
New
N/A
6.99K $0
J P Morgan Exchange Traded F
72
New
N/A
72 $0
Bunge Global Sa
9
+ 1.62%
N/A
565 $0
EGY
Vaalco Energy Inc

Energy
23
+ 1.67%
$3.1 - $3.94 $71.3 - $90.6
1.4K $5K
Proshares Tr
3.34K
+ 333.5%
N/A
4.34K $0
ENOV
Enovis Corp

Industrials
20
+ 13.61%
$29.65 - $37.35 $593 - $747
167 $5K
Listed Fd Tr
50
New
N/A
50 $0
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
40
+ 8.73%
$8.28 - $9.42 $331 - $377
498 $4K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
8
+ 2.34%
$10.48 - $12.62 $83.8 - $101
350 $4K
VABK
Virginia National Bankshares Corp

Financial Services
1
+ 1.11%
$34.58 - $39.61 $34.6 - $39.6
91 $3K
RE
Everest Re Group LTD

Financial Services
1
+ 11.11%
N/A
10 $3K
Paysafe Limited
950
+ 33.39%
N/A
3.8K $0
Intuitive Machines Inc
858
+ 5.65%
N/A
16K $0
Noble Corp PLC
40
+ 2.28%
N/A
1.79K $0
Entrepreneurshares Series Tr
200
New
N/A
200 $0
Arm Holdings PLC
26
+ 2.21%
N/A
1.2K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
38
New
N/A
38 $0
FTXL
First Tr ETF Vi Nasdaq Semicon
1
+ 0.21%
N/A
480 $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
11
+ 0.23%
N/A
4.84K $0
Trust For Professional Manag
68.6K
+ 45.09%
N/A
221K $0
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
68
New
$7.79 - $9.98 $530 - $679
68 $0
DOUG
Douglas Elliman Inc.

Real Estate
285
New
$1.53 - $2.95 $436 - $841
285 $0
Vertical Aerospace LTD
100
New
N/A
100 $0
Skillz Inc
100
New
N/A
100 $0
ERIE
Erie Indemnity CO

Financial Services
2
New
$340.45 - $423.93 $681 - $848
2 $0
EPAM
Epam Systems, Inc.

Technology
4
New
N/A
4 $0
MNRO
Monro, Inc.

Consumer Cyclical
50
New
$12.22 - $17.26 $611 - $863
50 $0
EHC
Encompass Health Corp

Healthcare
6
New
$96.12 - $122.63 $577 - $736
6 $0
MPW
Medical Properties Trust Inc

Real Estate
180
New
$4.31 - $5.91 $776 - $1.06K
180 $0
FIGB
Fidelity Merrimack Str Tr
14
New
N/A
14 $0
RELY
Remitly Global, Inc.

Technology
30
New
$18.65 - $24.49 $560 - $735
30 $0
Safehold Inc
36
New
N/A
36 $0
Allianz Im Us Large Cap Buffer 10 ETF June
2.17K
New
N/A
2.17K $0
Pgim S&P 500 Buffer 12 ETF June
2.56K
New
N/A
2.56K $0
I Shares Gold ETF
2.34K
New
N/A
2.34K $0
FTEK
Fuel Tech, Inc.

Industrials
200
New
$0.93 - $2.76 $186 - $552
200 $0
KRC
Kilroy Realty Corp

Real Estate
15
New
$28.32 - $35.95 $425 - $539
15 $0
EXFY
Expensify, Inc.

Technology
200
New
$2.19 - $3.06 $438 - $612
200 $0
CTRE
Care Trust Reit, Inc.

Real Estate
17
New
$26.65 - $30.69 $453 - $522
17 $0
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
40
New
$10.62 - $13.32 $425 - $533
40 $0
ENLV
Enlivex Therapeutics Ltd.

Healthcare
500
New
$0.86 - $1.26 $430 - $630
500 $0
BWAY
Brainsway Ltd.

Healthcare
60
New
$7.86 - $13.15 $472 - $789
60 $0
U
Unity Software Inc.

Technology
35
New
$16.75 - $26.24 $586 - $918
35 $0
INVA
Innoviva, Inc.

Healthcare
46
New
$17.1 - $21.8 $787 - $1K
46 $0
PIZ
Invesco Exchange Traded Fd Tr
1.73K
New
N/A
1.73K $0
ETF Opportunities Trust
5.68K
+ 170.68%
N/A
9K $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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