Spire Wealth Management Reduced Holdings in Q3 2025

Spire Wealth Management

  • $2.74 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AOM
Ishares Tr Core Moderate Alloc

ETFs
-22
- 5.15%
$45.4 - $47.61 $999 - $1.05K
405 $19K
Net Lease Office Properties
-44
- 32.12%
N/A
93 $0
Pgim Rock ETF Tr
-607
- 0.97%
N/A
61.8K $0
SNPG
Dbx ETF Tr Xtrackers S&P 500 G
-127
- 26.46%
N/A
353 $0
Aim ETF Products Trust
-538
- 0.96%
N/A
55.4K $0
Rbb Fd Inc
-2.39K
- 13.5%
N/A
15.3K $0
JGRO
J P Morgan Exchange Traded Fd
-14
- 7.04%
N/A
185 $0
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-30
- 10.68%
$79.39 - $90.39 $2.38K - $2.71K
251 $22K
Healthcare Rlty Tr
-73
- 5.71%
N/A
1.21K $0
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-1
- 16.67%
$114.67 - $124.98 $115 - $125
5 $0
RGEN
Repligen Corp

Healthcare
-4
- 20.0%
$111.43 - $134.0 $446 - $536
16 $2K
PHM
Pultegroup Inc

Consumer Cyclical
-3
- 15.0%
$108.0 - $141.42 $324 - $424
17 $2K
NAT
Nordic American Tankers LTD

Industrials
-200
- 20.0%
N/A
800 $3K
KIM
Kimco Realty Corp

Real Estate
-11
- 8.66%
$20.74 - $22.79 $228 - $251
116 $2K
ETSY
Etsy Inc

Consumer Cyclical
-5
- 10.0%
$51.36 - $74.34 $257 - $372
45 $2K
BTG
B2 Gold Corp

Basic Materials
-258
- 29.69%
$3.32 - $4.96 $857 - $1.28K
611 $3K
UNM
Unum Group

Financial Services
-3
- 7.14%
$68.55 - $82.12 $206 - $246
39 $3K
IP
International Paper CO

Consumer Cyclical
-2
- 2.63%
$45.32 - $55.68 $90.6 - $111
74 $3K
UMBF
Umb Financial Corp

Financial Services
-3
- 15.0%
$106.84 - $125.59 $321 - $377
17 $2K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-1
- 2.38%
$42.78 - $47.77 $42.8 - $47.8
41 $1K
SENS
Senseonics Holdings, Inc.

Healthcare
-4
- 0.26%
$0.43 - $0.58 $1.72 - $2.32
1.51K $0
AMBA
Ambarella Inc

Technology
-5
- 33.33%
$62.49 - $88.81 $312 - $444
10 $0
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-11
- 35.48%
$48.04 - $60.86 $528 - $669
20 $1K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-26
- 68.42%
N/A
12 $0
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-27
- 36.49%
$24.02 - $27.91 $649 - $754
47 $1K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
-9
- 18.0%
$32.7 - $36.57 $294 - $329
41 $1K
GNMA
Ishares Gnma Bond ETF

ETFs
-2
- 5.0%
$43.21 - $44.75 $86.4 - $89.5
38 $1K
NWBI
Northwest Bancshares, Inc.

Financial Services
-6
- 4.0%
$11.5 - $13.53 $69 - $81.2
144 $1K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-2
- 6.9%
$63.74 - $68.36 $127 - $137
27 $1K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-1
- 2.7%
$97.53 - $115.95 $97.5 - $116
36 $3K
FXN
First Tr Exchange Traded Fd Fi

ETFs
-21
- 7.58%
$15.15 - $16.8 $318 - $353
256 $4K
EL
Estee Lauder Companies Inc

Consumer Defensive
-1
- 1.79%
$83.65 - $95.26 $83.7 - $95.3
55 $4K
PNR
Pentair PLC

Industrials
-3
- 3.0%
$100.62 - $112.59 $302 - $338
97 $10K
Trust For Professional Manag
-38.9K
- 17.62%
N/A
182K $0
Aim ETF Products Trust
-12.7K
- 17.47%
N/A
59.8K $0
FXR
First Trust Industrials/Produc

ETFs
-9
- 5.45%
$75.64 - $80.06 $681 - $721
156 $12K
Cooper Cos Inc
-10
- 5.1%
N/A
186 $0
Pgim Rock ETF Tr
-59.7K
- 49.9%
N/A
59.9K $0
AME
Ametek Inc

Industrials
-2
- 2.78%
$176.44 - $192.03 $353 - $384
70 $13K
HMC
Honda Motor CO LTD

Consumer Cyclical
-50
- 10.46%
$29.11 - $34.85 $1.46K - $1.74K
428 $13K
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-49.7K
- 49.99%
N/A
49.7K $0
DWAC
Digital World Acquisition Corp.

Financial Services
-28.4K
- 97.87%
N/A
620 $0
Solventum Corp
-50
- 27.62%
N/A
131 $0
CLMB
Climb Global Solutions Inc Com
-7
- 15.91%
N/A
37 $0
PKI
Perkinelmer Inc

Healthcare
-5
- 22.73%
N/A
17 $2K
New York Mtg Tr Inc
-111
- 59.36%
N/A
76 $0
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-15
- 13.04%
$57.5 - $61.94 $863 - $929
100 $6K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-55
- 17.86%
$22.91 - $27.85 $1.26K - $1.53K
253 $7K
Tidal Tr Ii
-520
- 56.52%
N/A
400 $0
Activity Summary
Buys All Purchases 946 New Holdings 138 Increased Positions 808 Sells All Sells 759 Reductions 759 Sold out 0 Options Calls 0 Puts 0
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