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
Brookfield Infrastructure CO
-30
- 12.3%
N/A
214 $0
Ishares Tr
-100
- 31.55%
N/A
217 $0
RPV
Invesco Exchange Traded Fd Tr

ETFs
-7
- 6.93%
$90.97 - $99.42 $637 - $696
94 $9K
Aim ETF Products Trust
-36.2K
- 41.76%
N/A
50.5K $0
First Tr Exchng Traded Fd Vi
-1.15K
- 10.4%
N/A
9.91K $0
Gsk PLC
-148
- 7.05%
N/A
1.95K $0
ROL
Rollins Inc

Consumer Cyclical
-53
- 3.58%
$55.05 - $58.74 $2.92K - $3.11K
1.43K $83K
Sila Realty Trust Inc
-6.15K
- 20.86%
N/A
23.3K $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2
- 0.19%
$42.75 - $43.37 $85.5 - $86.7
1.08K $46K
Brookfield Corp
-416
- 21.75%
N/A
1.5K $0
PIZ
Invesco Exchange Traded Fd Tr
-12
- 0.69%
N/A
1.72K $0
First Tr Exchng Traded Fd Vi
-2.68K
- 30.48%
N/A
6.12K $0
Grayscale Ethereum Mini Tr E
-6
- 1.76%
N/A
335 $0
AZAO
Aim ETF Prods Trallianzim U S

ETFs
-2.36K
- 31.51%
N/A
5.12K $0
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-32
- 1.34%
$67.48 - $71.55 $2.16K - $2.29K
2.36K $166K
Thomson Reuters Corp
-10
- 0.96%
N/A
1.03K $0
Advisorshares Tr
-491
- 19.71%
N/A
2K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-18.7K
- 62.73%
N/A
11.1K $0
MTB
M&T Bank Corp

Financial Services
-1
- 0.47%
$183.74 - $204.05 $184 - $204
211 $41K
First Tr Exchng Traded Fd Vi
-2.57K
- 31.7%
N/A
5.53K $0
Maplebear Inc
-568
- 36.74%
N/A
978 $0
ALCC
Alt C Acquisition Corp.

Financial Services
-390
- 7.51%
N/A
4.8K $0
SCI
Service Corp International

Consumer Cyclical
-22
- 2.24%
$75.63 - $83.25 $1.66K - $1.83K
959 $79K
Kenvue Inc
-183
- 3.76%
N/A
4.68K $0
Labcorp Holdings Inc
-2
- 0.41%
N/A
488 $0
NVBW
Aim ETF Prods Tr Allianzim U S
-2.42K
- 10.98%
N/A
19.6K $0
Innovator Etfs Trust
-1.6K
- 6.61%
N/A
22.7K $0
Palvella Therapeutics Inc Ne
-1.5K
- 59.62%
N/A
1.02K $0
BAUG
Innovator U.S. Equity Buffer E
-2.75K
- 51.03%
N/A
2.64K $0
Sunrise Rlty Tr Inc
-2K
- 23.72%
N/A
6.43K $0
Ferguson Enterprises Inc
-160
- 10.74%
N/A
1.33K $0
Innovator Etfs Trust
-119
- 0.81%
N/A
14.7K $0
Fidelity Covington Trust
-770
- 8.89%
N/A
7.9K $0
First Tr Exchange Traded Fd
-715
- 2.93%
N/A
23.7K $0
Cava Group Inc
-2.56K
- 27.75%
N/A
6.68K $0
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-5
- 1.4%
$164.12 - $188.32 $821 - $942
353 $61K
SO
Southern CO

Utilities
-369
- 2.96%
$90.83 - $96.0 $33.5K - $35.4K
12.1K $1.15M
PCG
Pg&E Corp

Utilities
-28
- 2.52%
$13.0 - $15.73 $364 - $440
1.08K $16K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-220
- 1.99%
$41.43 - $44.2 $9.11K - $9.72K
10.8K $478K
TXT
Textron Inc

Industrials
-2
- 0.71%
$77.02 - $87.21 $154 - $174
278 $23K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-4.32K
- 1.03%
$46.37 - $47.77 $200K - $206K
415K $19.8M
NBIX
Neurocrine Biosciences Inc

Healthcare
-9
- 7.63%
$123.98 - $146.67 $1.12K - $1.32K
109 $15K
AVD
American Vanguard Corp

Basic Materials
-571
- 28.02%
$3.36 - $5.81 $1.92K - $3.32K
1.47K $8K
SNN
Smith & Nephew PLC

Healthcare
-67
- 12.43%
$29.33 - $38.7 $1.97K - $2.59K
472 $17K
MET
Metlife Inc

Financial Services
-76
- 1.81%
$73.82 - $82.37 $5.61K - $6.26K
4.12K $339K
FTC
First Tr Lge Cap Growth

ETFs
-9
- 2.54%
$149.47 - $162.84 $1.35K - $1.47K
345 $55K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-3
- 0.04%
$18.58 - $19.75 $55.7 - $59.3
7.6K $145K
HTRB
Hartford Fds Total Return Bd E

ETFs
-8.17K
- 1.22%
$33.47 - $34.58 $273K - $282K
664K $22.8M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-1
- 1.43%
$201.83 - $230.93 $202 - $231
69 $15K
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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