Spire Wealth Management New Holdings in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
BMI
Badger Meter Inc

Technology
25
New
$170.72 - $254.17 $4.27K - $6.35K
25 $6K
OPEN
Opendoor Technologies Inc.

Real Estate
10.1K
New
$0.51 - $1.09 $5.13K - $11K
10.1K $5K
IIIV
I3 Verticals, Inc.

Technology
194
New
$22.76 - $27.48 $4.42K - $5.33K
194 $5K
ISCB
International Speedway Corp

ETFs
91
New
$47.12 - $58.28 $4.29K - $5.3K
91 $5K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
441
New
$10.78 - $11.28 $4.75K - $4.97K
441 $4K
KB
Kb Financial Group Inc.

Financial Services
59
New
$46.88 - $82.59 $2.77K - $4.87K
59 $4K
FLJH
Franklin Templeton ETF Tr

ETFs
100
New
$27.03 - $32.5 $2.7K - $3.25K
100 $3K
VGLT
Vanguard Long Term Treasury Et

ETFs
61
New
$53.66 - $58.71 $3.27K - $3.58K
61 $3K
HBM
Hudbay Minerals Inc.

Basic Materials
346
New
$6.09 - $10.7 $2.11K - $3.7K
346 $3K
FVRR
Fiverr International Ltd.

Communication Services
85
New
$22.2 - $33.78 $1.89K - $2.87K
85 $2K
DAC
Danaos Corp

Industrials
28
New
$66.47 - $89.19 $1.86K - $2.5K
28 $2K
DCTH
Delcath Systems, Inc.

Healthcare
200
New
$10.39 - $18.1 $2.08K - $3.62K
200 $2K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
35
New
$66.87 - $79.47 $2.34K - $2.78K
35 $2K
AIKI
A Ikido Pharma Inc.

Healthcare
557
New
N/A
557 $2K
USO
United States Oil Fund, LP

ETFs
20
New
$62.37 - $83.12 $1.25K - $1.66K
20 $1K
WHD
Cactus, Inc.

Energy
26
New
$35.05 - $47.38 $911 - $1.23K
26 $1K
WEN
Wendy'S CO

Consumer Cyclical
131
New
$11.11 - $14.72 $1.46K - $1.93K
131 $1K
SF
Stifel Financial Corp

Financial Services
15
New
$76.49 - $103.78 $1.15K - $1.56K
15 $1K
OCFC
Oceanfirst Financial Corp

Financial Services
62
New
$14.76 - $17.72 $915 - $1.1K
62 $1K
SLP
Simulations Plus, Inc.

Healthcare
100
New
$16.86 - $35.88 $1.69K - $3.59K
100 $1K
VERU
Veru Inc.

Healthcare
3K
New
$0.49 - $0.7 $1.47K - $2.1K
3K $1K
GSL
Global Ship Lease, Inc.

Industrials
74
New
$18.25 - $26.77 $1.35K - $1.98K
74 $1K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
260
New
$3.55 - $4.0 $923 - $1.04K
260 $1K
LXP
Lxp Industrial Trust

Real Estate
125
New
$7.22 - $8.85 $903 - $1.11K
125 $1K
PRCH
Porch Group, Inc.

Technology
100
New
$4.66 - $11.94 $466 - $1.19K
100 $1K
CFLT
Confluent, Inc.

Technology
50
New
$19.44 - $24.93 $972 - $1.25K
50 $1K
PRGS
Progress Software Corp

Technology
29
New
$54.68 - $64.66 $1.59K - $1.88K
29 $1K
INVA
Innoviva, Inc.

Healthcare
46
New
$17.1 - $21.8 $787 - $1K
46 $0
I Shares Gold ETF
2.34K
New
N/A
2.34K $0
FTEK
Fuel Tech, Inc.

Industrials
200
New
$0.93 - $2.76 $186 - $552
200 $0
KRC
Kilroy Realty Corp

Real Estate
15
New
$28.32 - $35.95 $425 - $539
15 $0
EXFY
Expensify, Inc.

Technology
200
New
$2.19 - $3.06 $438 - $612
200 $0
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
40
New
$10.62 - $13.32 $425 - $533
40 $0
CTRE
Care Trust Reit, Inc.

Real Estate
17
New
$26.65 - $30.69 $453 - $522
17 $0
ENLV
Enlivex Therapeutics Ltd.

Healthcare
500
New
$0.86 - $1.26 $430 - $630
500 $0
Safehold Inc
36
New
N/A
36 $0
RELY
Remitly Global, Inc.

Technology
30
New
$18.65 - $24.49 $560 - $735
30 $0
FIGB
Fidelity Merrimack Str Tr
14
New
N/A
14 $0
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
68
New
$7.79 - $9.98 $530 - $679
68 $0
DOUG
Douglas Elliman Inc.

Real Estate
285
New
$1.53 - $2.95 $436 - $841
285 $0
Skillz Inc
100
New
N/A
100 $0
Vertical Aerospace LTD
100
New
N/A
100 $0
Pgim S&P 500 Buffer 12 ETF June
2.56K
New
N/A
2.56K $0
Allianz Im Us Large Cap Buffer 10 ETF June
2.17K
New
N/A
2.17K $0
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
28
New
$28.96 - $32.46 $811 - $909
28 $0
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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