Spire Wealth Management Purchases in Q3 2025

Spire Wealth Management

  • $2.74 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
3
+ 0.82%
$65.91 - $70.63 $198 - $212
370 $25K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
16
+ 0.26%
$11.84 - $13.45 $189 - $215
6.08K $76K
CHE
Chemed Corp

Healthcare
1
+ 14.29%
$412.3 - $483.92 $412 - $484
8 $3K
Blackrock ETF Trust
7.37K
+ 43.95%
N/A
24.1K $0
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
3
+ 2.42%
$16.11 - $16.79 $48.3 - $50.4
127 $2K
Wheels Up Experience Inc
1.5K
New
N/A
1.5K $0
Pgim Rock ETF Tr
40.9K
New
N/A
40.9K $0
Trust For Professional Manag
4.09K
+ 5.26%
N/A
81.9K $0
Blackrock ETF Trust Ii
223
+ 1.21%
N/A
18.7K $0
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
3
+ 1.46%
$15.67 - $16.99 $47 - $51
208 $3K
VABK
Virginia National Bankshares Corp

Financial Services
1
+ 1.1%
$36.6 - $42.35 $36.6 - $42.4
92 $3K
Pgim Rock ETF Tr
111K
New
N/A
111K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
26.6K
+ 557.79%
N/A
31.4K $0
First Tr Exchange Traded Fd
14.4K
+ 13.61%
N/A
120K $0
Pgim Rock ETF Tr
77.5K
New
N/A
77.5K $0
MOGA
Moog Inc Cla
10
New
N/A
10 $0
Aim ETF Products Trust
63.2K
+ 783.77%
N/A
71.3K $0
Blackrock Inc
24
+ 1.72%
N/A
1.42K $0
BOND
Pimco Active Bond Exchange Tra

ETFs
1
+ 4.55%
$90.83 - $93.81 $90.8 - $93.8
23 $2K
Grayscale Bitcoin Mini Tr Et
983
+ 3.52%
N/A
28.9K $0
AKAM
Akamai Technologies Inc

Technology
1
+ 3.13%
N/A
33 $2K
AIZ
Assurant, Inc.

Financial Services
1
+ 9.09%
$184.56 - $218.69 $185 - $219
12 $2K
Veralto Corp
11.6K
+ 1579.54%
N/A
12.3K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
6
+ 15.79%
N/A
44 $0
GCT
Giga Cloud Technology Inc.

Technology
50
+ 50.0%
N/A
150 $0
Amplify ETF Tr
2.85K
+ 51.77%
N/A
8.36K $0
MC
Moelis & CO

Financial Services
2
+ 2.44%
$64.0 - $77.75 $128 - $156
84 $5K
Six Flags Entertainment Corp
157
+ 141.44%
N/A
268 $0
Goldman Sachs ETF Tr
6.25K
New
N/A
6.25K $0
CGMS
Capital Grp Core Plus Income E
744
+ 5.36%
N/A
14.6K $0
Direxion Shs ETF Tr
2
+ 0.18%
N/A
1.11K $0
BFB
Brown Forman Corp Cl B
69
+ 39.2%
N/A
245 $0
Blackrock ETF Trust
4.22K
+ 60.41%
N/A
11.2K $0
Capital Group Core Balanced
6.02K
+ 124.33%
N/A
10.9K $0
FFIN
First Financial Bankshares Inc

Financial Services
1
+ 0.47%
$33.62 - $37.98 $33.6 - $38
212 $7K
Exchange Traded Concepts Tru
2.91K
+ 104.22%
N/A
5.71K $0
EXPO
Exponent Inc

Industrials
2
+ 1.9%
$68.33 - $77.6 $137 - $155
107 $7K
Grail Inc
12
+ 10.53%
N/A
126 $0
Celestica Inc
87
+ 7.08%
N/A
1.32K $0
Choiceone Finl Svcs Inc
205
New
N/A
205 $0
Astera Labs Inc
2.13K
New
N/A
2.13K $0
AIKI
A Ikido Pharma Inc.

Healthcare
18
+ 3.23%
N/A
575 $2K
BLCN
Siren ETF Tr
149
New
N/A
149 $0
Dimensional ETF Trust
3.15K
+ 18.2%
N/A
20.5K $0
FLO
Flowers Foods Inc

Consumer Defensive
36
+ 12.0%
$12.68 - $16.76 $456 - $603
336 $4K
American Healthcare Reit Inc
200
+ 1.28%
N/A
15.8K $0
UTES
Virtus Reaves Utilities ETF
7.95K
New
N/A
7.95K $0
Super Micro Computer Inc
2.2K
+ 18.96%
N/A
13.8K $0
AA
Alcoa Corp

Basic Materials
1
+ 0.71%
$28.4 - $33.85 $28.4 - $33.9
141 $4K
Activity Summary
Buys All Purchases 946 New Holdings 138 Increased Positions 808 Sells All Sells 759 Reductions 759 Sold out 0 Options Calls 0 Puts 0
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