Spire Wealth Management Purchases in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
561
+ 0.44%
N/A
129K $0
Nextracker Inc
234
New
N/A
234 $0
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
28
New
$28.96 - $32.46 $811 - $909
28 $0
Aim ETF Products Trust
29K
+ 107.87%
N/A
56K $0
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
32
+ 2.26%
$8.0 - $9.55 $256 - $306
1.45K $13K
Tidal Tr Ii
381
+ 71.35%
N/A
915 $0
Healthcare Rlty Tr
73
+ 6.06%
N/A
1.28K $0
Cooper Cos Inc
24
+ 13.95%
N/A
196 $0
Grayscale Bitcoin Mini Tr Et
6.16K
+ 28.32%
N/A
27.9K $0
IVR
Invesco Mortgage Capital Inc.

Real Estate
21
+ 1.89%
$6.33 - $8.04 $133 - $169
1.13K $8K
Advisorshares Tr
2
+ 0.08%
N/A
2.49K $0
MTN
Vail Resorts Inc

Consumer Cyclical
1
+ 2.33%
$131.42 - $164.64 $131 - $165
44 $6K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
1
+ 0.94%
$58.95 - $66.19 $59 - $66.2
107 $6K
CLOI
Vaneck ETF Tr

ETFs
1
+ 1.85%
$51.16 - $53.02 $51.2 - $53
55 $2K
Fidelity Covington Trust
11.4K
New
N/A
11.4K $0
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2
New
$15.52 - $17.13 $31 - $34.3
2 $0
Sezzle Inc
179
New
N/A
179 $0
Blackrock ETF Trust
236
New
N/A
236 $0
CGMS
Capital Grp Core Plus Income E
37
+ 0.27%
N/A
13.9K $0
Innovator Etfs Trust
1
+ 0.01%
N/A
7.1K $0
GDDY
Go Daddy Inc.

Technology
2
+ 2.06%
$162.11 - $192.36 $324 - $385
99 $17K
Fidelity Covington Trust
368
+ 4.44%
N/A
8.67K $0
O
Realty Income Corp

Real Estate
33
+ 0.74%
$52.27 - $58.52 $1.72K - $1.93K
4.51K $259K
J P Morgan Exchange Traded F
8
+ 10.0%
N/A
88 $0
UNIT
Uniti Group Inc.

Real Estate
191
+ 16.87%
$4.06 - $5.24 $775 - $1K
1.32K $5K
CDAY
Ceridian Hcm Holding Inc.

Technology
2
+ 1.89%
N/A
108 $6K
ALCC
Alt C Acquisition Corp.

Financial Services
1.3K
+ 33.29%
N/A
5.19K $0
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1
+ 0.38%
N/A
262 $5K
Tidal Tr Ii
920
New
N/A
920 $0
Vestis Corporation
1.04K
+ 20.35%
N/A
6.15K $0
Capital Group International
1
+ 0.4%
N/A
250 $0
FDEM
Fidelity Emerging Markets Mult
22
+ 9.13%
N/A
263 $0
Amplify ETF Tr
1.86K
+ 50.93%
N/A
5.51K $0
Ishares Ethereum Tr
102
+ 6.85%
N/A
1.59K $0
NBTB
Nbt Bancorp Inc

Financial Services
1
+ 0.5%
$38.62 - $44.8 $38.6 - $44.8
203 $8K
Ul Solutions Inc
79
New
N/A
79 $0
Exchange Traded Concepts Tru
2.13K
+ 319.82%
N/A
2.8K $0
DWAC
Digital World Acquisition Corp.

Financial Services
25.1K
+ 628.07%
N/A
29.1K $0
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
4
+ 1.92%
$36.36 - $41.52 $145 - $166
212 $8K
FFIN
First Financial Bankshares Inc

Financial Services
1
+ 0.48%
$31.3 - $37.48 $31.3 - $37.5
211 $7K
ERX
Direxion Daily Energy Bull 2 X

ETFs
1
+ 2.94%
$42.83 - $66.07 $42.8 - $66.1
35 $1K
SWBI
Smith & Wesson Brands, Inc.

Industrials
15
+ 0.82%
$8.48 - $10.88 $127 - $163
1.85K $16K
VMEO
Vimeo, Inc.

Technology
121
+ 12.68%
$3.89 - $5.27 $471 - $638
1.08K $4K
ENFR
Alerian Energy Infrastructure

ETFs
6
+ 1.22%
$28.49 - $33.44 $171 - $201
496 $15K
MAS
Masco Corp

Industrials
19
+ 5.21%
$58.73 - $71.06 $1.12K - $1.35K
384 $24K
BRCC
Brc Inc.

Consumer Defensive
17
+ 3.4%
$1.24 - $2.37 $21.1 - $40.3
517 $0
DVA
Davita Inc.

Healthcare
1
+ 0.92%
$133.5 - $155.51 $134 - $156
110 $15K
SRTY
Proshares Tr Ultrashort Short

ETFs
1
+ 0.74%
$17.11 - $35.39 $17.1 - $35.4
136 $2K
CHRD
Oasis Petroleum Inc.

Energy
1
+ 1.69%
$82.03 - $113.54 $82 - $114
60 $5K
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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