Spire Wealth Management Purchases in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AER
Aer Cap Holdings N.V.

Industrials
71
+ 284.0%
$88.97 - $117.24 $6.32K - $8.32K
96 $11K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
414
+ 2.53%
N/A
16.8K $397K
CALM
Cal Maine Foods Inc

Consumer Defensive
100
New
$90.17 - $103.07 $9.02K - $10.3K
100 $9K
VRIG
Invesco Actively Managed ETF F

ETFs
306
+ 102.68%
$24.89 - $25.14 $7.62K - $7.69K
604 $15K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
2
+ 0.17%
$62.77 - $80.81 $126 - $162
1.19K $95K
MTR
Mesa Royalty Trust

Energy
1.5K
New
$4.9 - $8.75 $7.35K - $13.1K
1.5K $8K
SLF
Sun Life Financial Inc

Financial Services
125
New
$53.39 - $66.45 $6.67K - $8.31K
125 $8K
CNQ
Canadian Natural Resources LTD

Energy
46
+ 0.48%
$25.14 - $34.01 $1.16K - $1.56K
9.59K $301K
ORCC
Owl Rock Capital Corp

Financial Services
596
+ 21.29%
N/A
3.4K $45K
TMQ
Trilogy Metals Inc.

Basic Materials
5.96K
+ 97.09%
$1.17 - $1.71 $6.98K - $10.2K
12.1K $16K
HLIT
Harmonic Inc

Technology
768
New
$8.25 - $9.73 $6.34K - $7.47K
768 $7K
PNNT
Pennantpark Investment Corp

Financial Services
1.13K
New
$5.91 - $7.08 $6.7K - $8.03K
1.13K $7K
INSP
Inspire Medical Systems, Inc.

Healthcare
51
+ 1275.0%
$127.18 - $161.88 $6.49K - $8.26K
55 $7K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
152
+ 16.38%
$40.82 - $43.14 $6.2K - $6.56K
1.08K $46K
CHTR
Charter Communications, Inc.

Communication Services
1
+ 0.64%
$321.68 - $427.25 $322 - $427
158 $64K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
205
+ 92.34%
$32.56 - $35.71 $6.67K - $7.32K
427 $14K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
3.2K
+ 3.46%
$13.96 - $16.51 $44.6K - $52.7K
95.4K $1.55M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
113
+ 1.88%
$19.41 - $22.77 $2.19K - $2.57K
6.12K $139K
FSTA
Fidelity Covington Tr Msci Con

ETFs
132
+ 13.04%
$47.94 - $52.5 $6.33K - $6.93K
1.14K $58K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
41
+ 32.28%
$157.93 - $175.89 $6.48K - $7.21K
168 $29K
EUFN
Ishares Msci Europe Financials

ETFs
48
+ 2.83%
$24.77 - $32.27 $1.19K - $1.55K
1.75K $55K
HRL
Hormel Foods Corp

Consumer Defensive
199
+ 120.61%
$29.11 - $31.44 $5.79K - $6.26K
364 $11K
FNDA
Schwab Fundamental U S Small C

ETFs
166
+ 46.37%
$23.85 - $28.69 $3.96K - $4.76K
524 $15K
HZO
Marinemax Inc

Consumer Cyclical
35
+ 2.45%
$17.66 - $26.12 $618 - $914
1.47K $36K
BMI
Badger Meter Inc

Technology
25
New
$170.72 - $254.17 $4.27K - $6.35K
25 $6K
TXT
Textron Inc

Industrials
45
+ 19.15%
$60.72 - $80.34 $2.73K - $3.62K
280 $22K
LUMN
Lumen Technologies, Inc.

Communication Services
1K
+ 30.3%
$3.07 - $4.51 $3.07K - $4.51K
4.3K $18K
IIIV
I3 Verticals, Inc.

Technology
194
New
$22.76 - $27.48 $4.42K - $5.33K
194 $5K
SAN
Banco Santander, S.A.

Financial Services
29
+ 1.1%
$5.72 - $8.32 $166 - $241
2.66K $22K
IMO
Imperial Oil LTD

Energy
2
+ 0.28%
$60.22 - $81.91 $120 - $164
726 $57K
CRS
Carpenter Technology Corp

Industrials
5
+ 11.11%
$151.3 - $276.38 $757 - $1.38K
50 $13K
XPO
Xpo Logistics, Inc.

Industrials
4
+ 1.68%
$91.46 - $128.1 $366 - $512
242 $30K
HST
Host Hotels & Resorts, Inc.

Real Estate
71
+ 2.36%
$12.7 - $16.07 $902 - $1.14K
3.08K $47K
OPEN
Opendoor Technologies Inc.

Real Estate
10.1K
New
$0.51 - $1.09 $5.13K - $11K
10.1K $5K
ISCB
International Speedway Corp

ETFs
91
New
$47.12 - $58.28 $4.29K - $5.3K
91 $5K
ROL
Rollins Inc

Consumer Cyclical
37
+ 2.56%
$50.65 - $58.58 $1.87K - $2.17K
1.48K $83K
CFG
Citizens Financial Group Inc

Financial Services
55
+ 8.08%
$34.27 - $44.75 $1.88K - $2.46K
736 $32K
FEM
First Trust Emerging Markets A

ETFs
31
+ 1.33%
$19.94 - $24.69 $618 - $765
2.37K $58K
ALGN
Align Technology Inc

Healthcare
15
+ 26.79%
$144.32 - $190.42 $2.16K - $2.86K
71 $13K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
33
+ 9.88%
$54.98 - $67.95 $1.81K - $2.24K
367 $24K
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
130
+ 2.46%
$11.19 - $12.51 $1.45K - $1.63K
5.42K $67K
PODD
Insulet Corp

Healthcare
1
+ 1.75%
$238.57 - $327.47 $239 - $327
58 $18K
STE
Steris PLC

Healthcare
9
+ 6.82%
$208.55 - $252.55 $1.88K - $2.27K
141 $33K
KB
Kb Financial Group Inc.

Financial Services
59
New
$46.88 - $82.59 $2.77K - $4.87K
59 $4K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
76
+ 86.36%
$38.16 - $46.72 $2.9K - $3.55K
164 $7K
DBA
Invesco Db Agriculture Fund

ETFs
500
+ 1.08%
$25.27 - $27.68 $12.6K - $13.8K
46.7K $1.22M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
231
+ 2.23%
$8.45 - $9.78 $1.95K - $2.26K
10.6K $103K
DOCS
Doximity, Inc.

Healthcare
28
+ 4.55%
$50.71 - $61.34 $1.42K - $1.72K
643 $39K
ITT
Itt Inc.

Industrials
3
+ 2.22%
$112.67 - $157.95 $338 - $474
138 $21K
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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