Spire Wealth Management Purchases in Q3 2025

Spire Wealth Management

  • $2.74 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UHALB
Amerco Com Ser N
154
+ 63.37%
N/A
397 $0
TSLL
Direxion Shs ETF Tr Daily Tsla
1.4K
New
N/A
1.4K $0
Global X Fds
3
+ 0.29%
N/A
1.04K $0
FSP
Franklin Street Properties Corp

Real Estate
400
+ 2.01%
$1.56 - $1.78 $624 - $712
20.3K $32K
STCE
Schwab Strategic Tr Crypto The
200
New
N/A
200 $0
Liberty Global LTD
453
+ 11.32%
N/A
4.45K $0
J P Morgan Exchange Traded F
149
+ 169.32%
N/A
237 $0
AWK
American Water Works Company, Inc.

Utilities
3
+ 0.85%
$135.05 - $147.0 $405 - $441
356 $49K
Paysafe Limited
15
+ 0.4%
N/A
3.81K $0
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
273
+ 3.65%
$5.79 - $5.98 $1.58K - $1.63K
7.75K $44K
ON
On Semiconductor Corp

Technology
54
+ 8.27%
$46.98 - $62.45 $2.54K - $3.37K
707 $34K
LYB
Lyondell Basell Industries N.V.

Basic Materials
110
+ 18.49%
$48.34 - $67.22 $5.32K - $7.39K
705 $34K
Vestis Corporation
1.17K
+ 19.02%
N/A
7.32K $0
Corpay Inc
24
+ 40.68%
N/A
83 $0
Spinnaker ETF Series
1.61K
+ 35.69%
N/A
6.12K $0
Blackrock ETF Trust
27
+ 11.44%
N/A
263 $0
MKC
Mccormick & CO Inc

Consumer Defensive
8
+ 6.84%
$64.3 - $77.17 $514 - $617
125 $8K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1
+ 0.03%
N/A
3.39K $137K
CGSD
Capital Grp Core Plus Income E
58
+ 1.17%
N/A
5.02K $0
IVR
Invesco Mortgage Capital Inc.

Real Estate
1
+ 0.09%
$7.23 - $8.07 $7.23 - $8.07
1.13K $8K
NBTB
Nbt Bancorp Inc

Financial Services
2
+ 0.99%
$40.56 - $45.07 $81.1 - $90.1
205 $8K
Capital Group Dividend Growe
1
+ 0.37%
N/A
271 $0
Surf Air Mobility Inc
2K
New
N/A
2K $0
Grayscale Ethereum Trust ETF
2.94K
+ 122.34%
N/A
5.33K $0
Global X Fds
1.88K
+ 939.0%
N/A
2.08K $0
Annaly Capital Management In
720
+ 9.28%
N/A
8.48K $0
Trust For Professional Manag
1.04K
+ 19.18%
N/A
6.45K $0
BFOR
Alps ETF Tr Barrons 400 ETF
2.2K
New
N/A
2.2K $0
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
21
+ 2.25%
$9.61 - $10.31 $202 - $217
956 $9K
Tidal ETF Tr
6.59K
New
N/A
6.59K $0
Schwab Strategic Tr
8.36K
New
N/A
8.36K $0
Pgim Rock ETF Tr
4.05K
New
N/A
4.05K $0
PSEP
Innovator U.S. Equity Power Bu
1.28K
+ 32.35%
N/A
5.22K $0
Vanguard Calif Tax Free Fds
80
+ 400.0%
N/A
100 $0
Flagstar Financial Inc
24
+ 0.27%
N/A
8.95K $0
Capital Group International
2
+ 0.8%
N/A
252 $0
Capital Group New Geography
8.9K
New
N/A
8.9K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
14
+ 0.29%
N/A
4.85K $0
FDEM
Fidelity Emerging Markets Mult
1
+ 0.38%
N/A
264 $0
QTUM
ETF Ser Solutions Defiance Qua
61
+ 6.21%
N/A
1.04K $0
Fidelity Greenwood Street Tr
3.92K
New
N/A
3.92K $0
SYF
Synchrony Financial

Financial Services
1
+ 0.81%
$67.53 - $76.86 $67.5 - $76.9
125 $8K
ACWF
Ishares Msci Global Multifacto

ETFs
187
New
N/A
187 $0
VUSB
Vanguard Bd Index Fds
4.58K
New
N/A
4.58K $0
Reddit Inc
513
+ 101.18%
N/A
1.02K $0
The Alger ETF Trust
229
New
N/A
229 $0
Talen Energy Corp
612
New
N/A
612 $0
EPI
Wisdomtree Tr India Earnings F

ETFs
30
+ 17.65%
$43.79 - $47.63 $1.31K - $1.43K
200 $8K
PSEC
Prospect Capital Corp

Financial Services
24.6K
+ 15.61%
$2.59 - $3.47 $63.8K - $85.5K
183K $501K
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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