Spire Wealth Management Purchases in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPG
Simon Property Group Inc

Real Estate
3.96K
+ 192.37%
$140.37 - $171.44 $555K - $678K
6.01K $966K
SAP
Sap Se

Technology
1.86K
+ 116.92%
$237.53 - $309.8 $442K - $576K
3.45K $1.05M
CHWY
Chewy, Inc.

Consumer Cyclical
13.8K
+ 1315.97%
$31.21 - $48.21 $430K - $664K
14.8K $631K
FE
Firstenergy Corp

Utilities
14.4K
+ 575.59%
$38.31 - $43.17 $552K - $622K
16.9K $680K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
8.89K
+ 1429.1%
$49.85 - $64.51 $443K - $573K
9.51K $613K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
13.9K
+ 124.85%
$33.11 - $37.79 $462K - $527K
25.1K $948K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
9.28K
+ 381.74%
$46.22 - $57.51 $429K - $534K
11.7K $672K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.69K
+ 60.59%
$82.32 - $112.47 $304K - $415K
9.78K $1.1M
ITW
Illinois Tool Works Inc

Industrials
2.16K
+ 90.26%
$218.41 - $252.43 $471K - $545K
4.55K $1.12M
FTSL
First Trust Senior Ln Fund

ETFs
11.5K
+ 421.65%
$44.58 - $46.07 $515K - $532K
14.3K $655K
SYM
Symbotic Inc.

Financial Services
5.81K
+ 42.72%
$17.5 - $38.85 $102K - $226K
19.4K $753K
ACMR
Acm Research, Inc.

Technology
17.4K
New
$18.33 - $26.51 $320K - $462K
17.4K $451K
IBHE
Ishares Ibonds 2025 Term High

ETFs
19.4K
+ 52.22%
$22.98 - $23.27 $445K - $451K
56.4K $1.31M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.49K
+ 70.89%
$105.2 - $141.69 $262K - $353K
6.01K $851K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.8K
+ 12.03%
$22.27 - $29.21 $151K - $198K
63.3K $1.85M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.37K
+ 2.24%
$43.53 - $54.46 $59.5K - $74.5K
62.3K $3.39M
ADP
Automatic Data Processing Inc

Industrials
1.25K
+ 46.85%
$276.76 - $326.81 $346K - $409K
3.92K $1.21M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
523
+ 7.47%
$180.84 - $240.32 $94.6K - $126K
7.52K $1.81M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
988
+ 0.31%
$36.25 - $42.28 $35.8K - $41.8K
318K $13.5M
LRN
Stride, Inc.

Consumer Defensive
2.6K
New
$124.45 - $160.72 $324K - $418K
2.6K $377K
OKTA
Okta, Inc.

Technology
3.74K
+ 1206.77%
$91.24 - $127.3 $341K - $476K
4.05K $404K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.61K
+ 7.09%
$49.57 - $50.27 $328K - $332K
99.9K $5.02M
OPRA
Opera LTD

Communication Services
13.3K
+ 35.05%
$13.79 - $19.1 $183K - $254K
51.2K $967K
IBKR
Interactive Brokers Group, Inc.

Financial Services
16K
+ 335.73%
$50.53 - $212.53 $808K - $3.4M
20.7K $1.15M
SRAD
Sportradar Group Ag

Technology
12.1K
+ 1303.77%
$20.32 - $28.08 $246K - $340K
13K $365K
DFIV
Dimensional ETF Tr

ETFs
51
+ 0.05%
$34.67 - $43.21 $1.77K - $2.2K
96.8K $4.15M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
32.9K
+ 37.63%
$10.29 - $11.24 $338K - $370K
120K $1.31M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.49K
+ 5.78%
$73.7 - $90.98 $110K - $135K
27.2K $2.48M
PAVE
Global X Fds Us Infrastructure

ETFs
3.69K
+ 13.08%
$33.78 - $43.68 $125K - $161K
31.9K $1.39M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.68K
+ 12.77%
$50.39 - $60.05 $186K - $221K
32.5K $1.95M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
760
+ 17.07%
$171.4 - $227.1 $130K - $173K
5.21K $1.18M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
6.69K
+ 1050.39%
$27.82 - $46.45 $186K - $311K
7.33K $340K
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.39K
+ 4.23%
$51.14 - $57.0 $327K - $364K
158K $8.96M
BNDX
Vanguard Total International B

ETFs
6.06K
+ 22.48%
$48.77 - $49.55 $296K - $300K
33K $1.64M
TDW
Tidewater Inc

Energy
6.42K
+ 161.26%
$32.27 - $48.26 $207K - $310K
10.4K $480K
JFR
Nuveen Floating Rate Income Fund

Financial Services
35.6K
+ 338.57%
$7.51 - $8.49 $267K - $302K
46.1K $390K
OEF
Ishares S&P 100 ETF

ETFs
1.1K
+ 23.2%
N/A
5.85K $1.56M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.67K
+ 28330.0%
$48.46 - $50.2 $275K - $284K
5.69K $282K
ROKU
Roku, Inc

Communication Services
3.16K
+ 4858.46%
$55.1 - $87.89 $174K - $278K
3.22K $283K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
666
+ 24.16%
$224.16 - $285.86 $149K - $190K
3.42K $978K
DFAI
Dimensional ETF Tr

ETFs
5.32K
+ 20.67%
$28.02 - $34.71 $149K - $185K
31K $1.07M
NORW
Global X Msci Norway ETF

ETFs
8.91K
+ 250.72%
$23.08 - $30.73 $206K - $274K
12.5K $364K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.41K
+ 1046.09%
$83.67 - $109.12 $201K - $263K
2.64K $287K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.75K
+ 68.18%
$68.13 - $74.77 $255K - $280K
9.25K $673K
APO
Apollo Global Management, Inc.

Financial Services
1.73K
+ 137.86%
$108.68 - $145.07 $188K - $250K
2.98K $422K
SHV
Ishares Tr

ETFs
2.18K
+ 5.42%
$110.06 - $110.46 $240K - $241K
42.5K $4.69M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
3.31K
+ 769.77%
$60.29 - $71.77 $200K - $238K
3.74K $261K
INDA
Ishares Msci India Index Fund

ETFs
3.98K
+ 307.65%
$49.13 - $55.86 $196K - $222K
5.28K $293K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
437
+ 1.38%
$42.95 - $53.21 $18.8K - $23.3K
32.2K $1.71M
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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