Spire Wealth Management Purchases in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EOSE
Eos Energy Enterprises, Inc.

Industrials
450
+ 60.0%
$3.3 - $7.11 $1.49K - $3.2K
1.2K $6K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
441
New
$10.78 - $11.28 $4.75K - $4.97K
441 $4K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
26
+ 7.26%
$56.84 - $65.5 $1.48K - $1.7K
384 $25K
BNL
Broadstone Net Lease, Inc.

Real Estate
200
New
$14.72 - $17.13 $2.94K - $3.43K
200 $3K
BR
Broadridge Financial Solutions, Inc.

Technology
5
+ 0.24%
$217.22 - $246.25 $1.09K - $1.23K
2.08K $506K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
30
+ 11.95%
$67.03 - $80.35 $2.01K - $2.41K
281 $22K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
19
+ 8.33%
$62.18 - $94.42 $1.18K - $1.79K
247 $23K
SCI
Service Corp International

Consumer Cyclical
31
+ 3.26%
$73.58 - $81.65 $2.28K - $2.53K
981 $79K
HBM
Hudbay Minerals Inc.

Basic Materials
346
New
$6.09 - $10.7 $2.11K - $3.7K
346 $3K
STM
St Microelectronics N.V.

Technology
1
+ 0.26%
$17.78 - $30.41 $17.8 - $30.4
383 $11K
FLJH
Franklin Templeton ETF Tr

ETFs
100
New
$27.03 - $32.5 $2.7K - $3.25K
100 $3K
TWLO
Twilio Inc

Communication Services
25
+ 357.14%
$81.34 - $124.36 $2.03K - $3.11K
32 $3K
HOLX
Hologic Inc

Healthcare
45
+ 128.57%
$52.73 - $65.22 $2.37K - $2.93K
80 $5K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
14
+ 2.64%
$26.99 - $33.86 $378 - $474
544 $18K
VGLT
Vanguard Long Term Treasury Et

ETFs
61
New
$53.66 - $58.71 $3.27K - $3.58K
61 $3K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
28
+ 1.49%
$16.37 - $18.59 $458 - $521
1.91K $35K
HLI
Houlihan Lokey, Inc.

Financial Services
1
+ 1.3%
$141.59 - $182.75 $142 - $183
78 $14K
DAC
Danaos Corp

Industrials
28
New
$66.47 - $89.19 $1.86K - $2.5K
28 $2K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
35
New
$66.87 - $79.47 $2.34K - $2.78K
35 $2K
DCTH
Delcath Systems, Inc.

Healthcare
200
New
$10.39 - $18.1 $2.08K - $3.62K
200 $2K
TSEM
Tower Semiconductor LTD

Technology
25
+ 11.11%
$29.65 - $43.8 $741 - $1.1K
250 $10K
FVRR
Fiverr International Ltd.

Communication Services
85
New
$22.2 - $33.78 $1.89K - $2.87K
85 $2K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
63
+ 103.28%
$14.62 - $16.23 $921 - $1.02K
124 $2K
CVE
Cenovus Energy Inc.

Energy
205
+ 8.78%
$10.58 - $14.83 $2.17K - $3.04K
2.54K $34K
RGTIW
Rigetti Computing Inc Wt Exp (

Technology
2
+ 0.2%
$2.45 - $5.28 $4.9 - $10.6
1K $4K
PFM
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.44%
$41.05 - $48.17 $123 - $145
679 $32K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
25
+ 92.59%
$62.08 - $73.58 $1.55K - $1.84K
52 $3K
TECH
Bio Techne Corp

Healthcare
43
+ 51.81%
$46.66 - $58.38 $2.01K - $2.51K
126 $6K
SOUN
Soundhound Ai, Inc.

Technology
10
+ 2.19%
$7.18 - $11.76 $71.8 - $118
467 $5K
MKTX
Marketaxess Holdings Inc

Financial Services
11
+ 220.0%
$203.19 - $231.09 $2.24K - $2.54K
16 $3K
AGO
Assured Guaranty LTD

Financial Services
18
+ 33.33%
$76.56 - $90.18 $1.38K - $1.62K
72 $6K
CHK
Chesapeake Energy Corp

Energy
18
+ 62.07%
N/A
47 $4K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
268
+ 3.72%
$5.17 - $5.91 $1.39K - $1.58K
7.47K $44K
NTRS
Northern Trust Corp

Financial Services
6
+ 17.65%
$84.45 - $126.79 $507 - $761
40 $5K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
98
+ 1.95%
$5.32 - $6.56 $521 - $643
5.11K $32K
ATO
Atmos Energy Corp

Utilities
8
+ 21.05%
$145.06 - $162.66 $1.16K - $1.3K
46 $7K
ALGM
Allegro Microsystems, Inc.

Technology
8
+ 3.67%
$16.53 - $34.19 $132 - $274
226 $7K
AIKI
A Ikido Pharma Inc.

Healthcare
557
New
N/A
557 $2K
DRIV
Global X Fds Global X Autonomo

ETFs
100
+ 50.0%
$17.75 - $23.51 $1.78K - $2.35K
300 $6K
VSH
Vishay Intertechnology Inc

Technology
10
+ 16.67%
$10.57 - $15.97 $106 - $160
70 $1K
USO
United States Oil Fund, LP

ETFs
20
New
$62.37 - $83.12 $1.25K - $1.66K
20 $1K
XRAY
Dentsply Sirona Inc.

Healthcare
11
+ 16.67%
$12.55 - $16.75 $138 - $184
77 $1K
BTG
B2 Gold Corp

Basic Materials
53
+ 6.5%
$2.64 - $3.77 $140 - $200
869 $3K
IRBO
Ishares Robotics & Artificial

ETFs
50
+ 50.0%
N/A
150 $4K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
260
New
$3.55 - $4.0 $923 - $1.04K
260 $1K
OVV
Ovintiv Inc.

Energy
32
+ 15.24%
$31.18 - $44.14 $998 - $1.41K
242 $9K
SLP
Simulations Plus, Inc.

Healthcare
100
New
$16.86 - $35.88 $1.69K - $3.59K
100 $1K
PRCH
Porch Group, Inc.

Technology
100
New
$4.66 - $11.94 $466 - $1.19K
100 $1K
OCFC
Oceanfirst Financial Corp

Financial Services
62
New
$14.76 - $17.72 $915 - $1.1K
62 $1K
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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