Spire Wealth Management Purchases in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PRN
Invesco Dwa Industrials Moment

ETFs
42
+ 3.63%
$122.83 - $157.05 $5.16K - $6.6K
1.2K $188K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
295
+ 11.11%
$102.02 - $103.5 $30.1K - $30.5K
2.95K $303K
NEAR
Blackrock Short Maturity Bond

ETFs
565
+ 41.51%
$50.41 - $51.17 $28.5K - $28.9K
1.93K $98K
TAP
Molson Coors Beverage CO

Consumer Defensive
1.03K
+ 63.04%
$47.24 - $62.46 $48.7K - $64.3K
2.66K $128K
ABNB
Airbnb, Inc.

Consumer Cyclical
131
+ 14.41%
$105.69 - $140.64 $13.8K - $18.4K
1.04K $137K
IAK
Ishares Tr

ETFs
254
+ 12.24%
$122.44 - $138.47 $31.1K - $35.2K
2.33K $313K
SCCO
Southern Copper Corp

Basic Materials
248
+ 77.26%
$75.63 - $104.64 $18.8K - $26K
569 $57K
HYMU
Blackrock ETF Tr Ii High Yield
1.11K
+ 103.16%
N/A
2.18K $50K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2
+ 0.15%
$104.23 - $134.39 $208 - $269
1.33K $179K
MP
Mp Materials Corp.

Basic Materials
651
+ 181.34%
$18.77 - $37.74 $12.2K - $24.6K
1.01K $33K
NTES
Net Ease, Inc.

Communication Services
158
+ 159.6%
$91.37 - $134.58 $14.4K - $21.3K
257 $34K
BXSL
Blackstone Secured Lending Fund

Financial Services
767
+ 109.57%
$26.88 - $32.74 $20.6K - $25.1K
1.47K $45K
PGC
Peapack Gladstone Financial Corp

Financial Services
821
New
$24.64 - $29.4 $20.2K - $24.1K
821 $23K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
5
+ 0.28%
$74.67 - $97.29 $373 - $486
1.78K $173K
JCI
Johnson Controls International PLC

Industrials
10
+ 1.16%
$71.14 - $105.62 $711 - $1.06K
869 $91K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
1.1K
+ 10.73%
N/A
11.3K $220K
BSEP
Innovator U.S. Equity Buffer E

ETFs
2
+ 0.03%
$38.32 - $45.16 $76.6 - $90.3
6.38K $288K
ITRI
Itron, Inc.

Technology
173
New
$92.04 - $132.78 $15.9K - $23K
173 $22K
CHY
Calamos Convertible & High Income Fund

Financial Services
553
+ 2.97%
$9.18 - $10.99 $5.08K - $6.08K
19.2K $210K
CBOE
Cboe Global Markets, Inc.

Financial Services
91
+ 61.49%
$205.81 - $234.23 $18.7K - $21.3K
239 $55K
SWKS
Skyworks Solutions, Inc.

Technology
234
+ 61.9%
$49.2 - $74.95 $11.5K - $17.5K
612 $45K
KT
Kt Corp

Communication Services
5
+ 0.07%
$16.71 - $20.78 $83.6 - $104
6.8K $141K
DGS
Wisdomtree Emerging Markets Sm

ETFs
9
+ 0.31%
$43.34 - $55.24 $390 - $497
2.87K $158K
PEGA
Pegasystems Inc

Technology
414
+ 274.17%
$49.95 - $103.29 $20.7K - $42.8K
565 $30K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
51
+ 0.73%
$26.69 - $33.44 $1.36K - $1.71K
7.06K $232K
ULCC
Frontier Group Holdings, Inc.

Industrials
5.7K
New
$2.98 - $4.39 $17K - $25K
5.7K $20K
VIS
Vanguard Industrial ETF

ETFs
43
+ 17.13%
$220.04 - $280.07 $9.46K - $12K
294 $82K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
419
New
$39.44 - $49.12 $16.5K - $20.6K
419 $20K
OSCR
Oscar Health, Inc.

Healthcare
950
New
$11.6 - $21.44 $11K - $20.4K
950 $20K
VRNS
Varonis Systems Inc

Technology
400
New
$37.96 - $50.93 $15.2K - $20.4K
400 $20K
VEEV
Veeva Systems Inc

Healthcare
18
+ 6.5%
$209.39 - $289.94 $3.77K - $5.22K
295 $84K
ISCG
Ishares Morningstar Small Cap

ETFs
384
New
$39.44 - $49.76 $15.1K - $19.1K
384 $19K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
133
+ 23.25%
$91.62 - $109.97 $12.2K - $14.6K
705 $77K
TDIV
First Trust Nasdaq Technology

ETFs
33
+ 3.42%
$64.41 - $90.17 $2.13K - $2.98K
999 $90K
SAM
Boston Beer CO Inc

Consumer Defensive
101
New
$187.06 - $249.73 $18.9K - $25.2K
101 $19K
NTNX
Nutanix, Inc.

Technology
247
+ 1176.19%
$58.17 - $83.07 $14.4K - $20.5K
268 $20K
PSCT
Invesco S&P Smallcap Informati

ETFs
1
+ 0.03%
$34.03 - $46.24 $34 - $46.2
3.15K $145K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
143
+ 48.31%
$91.51 - $113.03 $13.1K - $16.2K
439 $49K
LEU
Centrus Energy Corp

Energy
100
New
$54.43 - $208.81 $5.44K - $20.9K
100 $18K
COLD
Americold Realty Trust

Real Estate
1.78K
+ 73.5%
$16.31 - $21.47 $29K - $38.1K
4.19K $69K
DAN
Dana Inc

Consumer Cyclical
27
+ 0.6%
$10.38 - $17.71 $280 - $478
4.5K $77K
FNDE
Schwab Fundamental Emerging Mk

ETFs
554
New
$26.66 - $33.09 $14.8K - $18.3K
554 $18K
INSM
Insmed Inc

Healthcare
12
+ 1.75%
$64.81 - $105.9 $778 - $1.27K
697 $70K
IYT
Ishares Tr U.S. Transportation

ETFs
103
+ 4.37%
$55.22 - $68.54 $5.69K - $7.06K
2.46K $168K
PWFL
Power Fleet, Inc.

Technology
3.62K
+ 39.65%
N/A
12.8K $63K
SMG
Scotts Miracle Gro CO

Basic Materials
176
+ 32.06%
$48.21 - $66.48 $8.48K - $11.7K
725 $47K
PAY
Paymentus Holdings, Inc.

Technology
535
New
$24.13 - $39.84 $12.9K - $21.3K
535 $17K
BVN
Buenaventura Mining CO Inc

Basic Materials
1K
New
$12.94 - $16.96 $12.9K - $17K
1K $16K
IYM
Ishares Tr

ETFs
8
+ 0.28%
$116.16 - $140.01 $929 - $1.12K
2.86K $400K
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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