Spire Wealth Management Purchases in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEV
Ishares Tr Europe ETF

ETFs
3.42K
+ 504.12%
$51.8 - $64.59 $177K - $221K
4.1K $259K
MPC
Marathon Petroleum Corp

Energy
111
+ 1.13%
$118.55 - $170.08 $13.2K - $18.9K
9.95K $1.65M
IYF
Ishares Tr

ETFs
685
+ 4.1%
$99.23 - $120.99 $68K - $82.9K
17.4K $2.11M
AAL
American Airlines Group Inc.

Industrials
19.6K
+ 81.32%
N/A
43.7K $482K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
5.17K
+ 4.79%
$20.31 - $24.1 $105K - $125K
113K $2.73M
TOST
Toast, Inc.

Technology
4.57K
+ 608.67%
$30.03 - $45.23 $137K - $206K
5.32K $235K
GD
General Dynamics Corp

Industrials
413
+ 9.25%
$247.68 - $291.66 $102K - $120K
4.88K $1.42M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
24.3K
+ 35.49%
$7.05 - $8.02 $171K - $195K
92.7K $743K
UEC
Uranium Energy Corp

Energy
22.7K
+ 109.55%
$4.0 - $7.05 $90.6K - $160K
43.3K $294K
SHAK
Shake Shack Inc.

Consumer Cyclical
617
+ 31.13%
$75.85 - $140.6 $46.8K - $86.8K
2.6K $365K
VAL
Valaris LTD

Energy
4K
+ 61.27%
$28.94 - $46.88 $116K - $187K
10.5K $443K
ARGT
Global X Msci Argentina ETF

ETFs
2.09K
+ 83.57%
$70.3 - $94.5 $147K - $198K
4.59K $389K
SMR
Nuscale Power Corp

Industrials
4.5K
+ 6164.38%
$12.6 - $43.24 $56.7K - $195K
4.57K $180K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.2K
+ 10.58%
$62.73 - $78.42 $75.5K - $94.3K
12.6K $974K
JBLU
Jetblue Airways Corp

Industrials
42.2K
+ 424.12%
$3.43 - $5.42 $145K - $229K
52.2K $220K
RBLX
Roblox Corp

Communication Services
894
+ 53.69%
$51.22 - $105.59 $45.8K - $94.4K
2.56K $269K
RACE
Ferrari N.V.

Consumer Cyclical
300
+ 100.0%
$397.86 - $499.02 $119K - $150K
600 $294K
CVNA
Carvana Co.

Consumer Cyclical
460
+ 575.0%
$162.57 - $345.64 $74.8K - $159K
540 $181K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
9.41K
+ 12.91%
$22.18 - $23.36 $209K - $220K
82.3K $1.84M
BITO
Proshares Tr Bitcoin Strategy

ETFs
6.99K
+ 1451.04%
$16.69 - $23.43 $117K - $164K
7.48K $160K
CYBR
Cyber Ark Software Ltd.

Technology
58
+ 3.15%
$305.98 - $406.88 $17.7K - $23.6K
1.9K $773K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
2.99K
New
$42.56 - $50.32 $127K - $150K
2.99K $150K
BAPR
Innovator U.S. Equity Buffer E

ETFs
1.5K
+ 5.3%
$38.86 - $45.19 $58.4K - $68K
29.9K $1.35M
AIQ
Global X Funds Global X Artifi

ETFs
2.7K
+ 74.26%
$31.5 - $43.69 $85.1K - $118K
6.34K $276K
EBAY
Ebay Inc

Consumer Cyclical
1.89K
+ 1071.02%
$59.52 - $79.36 $112K - $150K
2.06K $153K
FPE
First Tr Pfd Secs & Income ETF

ETFs
7.76K
+ 61.9%
$16.93 - $17.81 $131K - $138K
20.3K $361K
TD
Toronto Dominion Bank

Financial Services
1.63K
+ 112.74%
$55.71 - $73.45 $90.7K - $120K
3.07K $225K
VOE
Vanguard Mid Cap Value Index F

ETFs
153
+ 0.52%
$141.87 - $164.49 $21.7K - $25.2K
29.3K $4.82M
CGXU
Capital Group Intl Focus Equit

ETFs
274
+ 0.56%
$21.44 - $27.35 $5.87K - $7.49K
49.3K $1.34M
LYV
Live Nation Entertainment, Inc.

Communication Services
263
+ 5.56%
$118.81 - $151.28 $31.2K - $39.8K
4.99K $754K
RSG
Republic Services, Inc.

Industrials
411
+ 5.31%
$227.2 - $258.07 $93.4K - $106K
8.16K $2.01M
FSS
Federal Signal Corp

Industrials
651
+ 32.28%
$69.23 - $106.42 $45.1K - $69.3K
2.67K $283K
YMAR
First Tr Ex Tr Viii Cboe Vest
4.88K
+ 68.54%
$22.43 - $25.58 $109K - $125K
12K $305K
BJUN
Innovator U.S. Equity Buffer E

ETFs
3.43K
+ 22.77%
N/A
18.5K $722K
STLG
Ishares Factors Us Growth Styl

ETFs
2.64K
+ 28.96%
N/A
11.8K $591K
DAL
Delta Air Lines, Inc.

Industrials
2.3K
+ 82.4%
$35.88 - $52.99 $82.5K - $122K
5.09K $250K
BJUL
Innovator U.S. Equity Buffer E

ETFs
3
+ 0.01%
$39.61 - $47.13 $119 - $141
32.4K $1.53M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.78K
+ 116.13%
$34.72 - $42.74 $96.5K - $119K
5.17K $221K
SE
Sea LTD

Consumer Cyclical
359
+ 15.34%
$105.57 - $170.4 $37.9K - $61.2K
2.7K $431K
CW
Curtiss Wright Corp

Industrials
97
+ 21.46%
$283.18 - $488.55 $27.5K - $47.4K
549 $268K
BROS
Dutch Bros Inc.

Consumer Cyclical
1.55K
+ 53.81%
$51.37 - $73.72 $79.5K - $114K
4.43K $302K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
1.79K
+ 374.63%
$54.81 - $67.78 $97.9K - $121K
2.26K $153K
SONY
Sony Group Corp

Technology
4.5K
+ 92.39%
$21.24 - $26.88 $95.7K - $121K
9.38K $244K
AMCR
Amcor PLC

Consumer Cyclical
13K
+ 2509.65%
$8.57 - $9.81 $111K - $128K
13.5K $124K
LCR
Leuthold Fds Inc Core ETF

ETFs
3.27K
New
$32.55 - $36.17 $106K - $118K
3.27K $118K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
111
+ 0.92%
$59.57 - $75.11 $6.61K - $8.34K
12.1K $911K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
627
+ 5.21%
$67.22 - $81.54 $42.1K - $51.1K
12.7K $1.03M
PJUN
Innovator U.S. Equity Power Bu

ETFs
1.69K
+ 9.41%
$34.48 - $39.76 $58.2K - $67.1K
19.6K $779K
SVXY
Pro Shares Trust Ii

ETFs
2.7K
New
$34.14 - $46.45 $92.2K - $125K
2.7K $115K
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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