Spire Wealth Management Sells in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EXEL
Exelixis, Inc.

Healthcare
-3.17K
- 30.49%
$34.13 - $46.26 $108K - $147K
7.22K $318K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.34K
- 19.11%
$26.18 - $26.93 $61.2K - $63K
9.9K $264K
BP
Bp PLC

Energy
-1.18K
- 15.24%
$26.11 - $33.81 $30.8K - $39.9K
6.56K $196K
IWV
Ishares Russell 3000 ETF

ETFs
-315
- 22.74%
$281.67 - $351.0 $88.7K - $111K
1.07K $375K
LSTR
Landstar System Inc

Industrials
-404
- 57.14%
$131.55 - $151.93 $53.1K - $61.4K
303 $42K
EC
Ecopetrol S.A.

Energy
-5.7K
- 69.51%
$7.88 - $10.63 $44.9K - $60.6K
2.5K $22K
FIVA
Fidelity Covington Tr

ETFs
-2.67K
- 43.0%
$23.66 - $29.55 $63.2K - $78.9K
3.54K $103K
STZ
Constellation Brands, Inc.

Consumer Defensive
-232
- 20.6%
$160.0 - $195.62 $37.1K - $45.4K
894 $145K
EFG
Msci Eafe Growth ETF

ETFs
-2.62K
- 13.44%
$89.8 - $112.0 $235K - $293K
16.8K $1.89M
ANSS
Ansys Inc

Technology
-201
- 60.91%
$284.19 - $351.22 $57.1K - $70.6K
129 $45K
FNF
Fidelity National Financial, Inc.

Financial Services
-838
- 61.66%
$53.62 - $66.59 $44.9K - $55.8K
521 $29K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-2.13K
- 7.26%
$44.22 - $52.08 $94.1K - $111K
27.2K $1.41M
AVUS
American Centy ETF Tr Avantis

ETFs
-656
- 70.92%
$81.38 - $100.82 $53.4K - $66.1K
269 $27K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-615
- 94.33%
$67.83 - $92.33 $41.7K - $56.8K
37 $2K
IHE
Ishares Tr

ETFs
-510
- 11.17%
$61.0 - $68.22 $31.1K - $34.8K
4.06K $265K
FRPT
Freshpet, Inc.

Consumer Defensive
-603
- 59.64%
$67.88 - $89.64 $40.9K - $54.1K
408 $27K
UGI
Ugi Corp

Utilities
-1.79K
- 79.9%
$30.18 - $36.59 $53.9K - $65.3K
449 $16K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-5.11K
- 10.49%
$38.3 - $44.42 $196K - $227K
43.6K $1.94M
IWN
Ishares Russell2000 Val ETF

ETFs
-478
- 17.23%
$131.84 - $157.76 $63K - $75.4K
2.3K $362K
FCX
Freeport Mcmoran Inc

Basic Materials
-2.54K
- 25.47%
$29.15 - $44.46 $73.9K - $113K
7.42K $321K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-2.36K
- 37.4%
$22.57 - $23.23 $53.3K - $54.9K
3.96K $91K
IHF
Ishares Tr

ETFs
-1.02K
- 79.55%
$46.2 - $54.6 $47.1K - $55.6K
262 $12K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-629
- 16.89%
N/A
3.1K $265K
AON
Aon PLC

Financial Services
-103
- 24.7%
$335.85 - $398.81 $34.6K - $41.1K
314 $112K
BFK
Blackrock Municipal Income Trust

Financial Services
-5K
- 33.33%
$9.2 - $9.99 $46K - $50K
10K $95K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.41K
- 10.19%
$39.89 - $49.46 $256K - $317K
56.5K $2.8M
PML
Pimco Municipal Income Fund Ii

Financial Services
-5K
- 20.41%
$7.29 - $8.14 $36.5K - $40.7K
19.5K $145K
FEP
First Trust Europe Alphadex Fu

ETFs
-1.3K
- 97.31%
$36.11 - $47.8 $46.9K - $62.1K
36 $1K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1.04K
- 10.45%
$144.63 - $179.53 $150K - $187K
8.9K $1.47M
GGG
Graco Inc

Industrials
-623
- 66.77%
$74.02 - $87.26 $46.1K - $54.4K
310 $26K
HPE
Hewlett Packard Enterprise CO

Technology
-5.23K
- 45.57%
$12.51 - $20.45 $65.4K - $107K
6.25K $127K
TRP
Tc Energy Corp

Energy
-1.1K
- 50.67%
$44.48 - $51.4 $48.9K - $56.5K
1.07K $52K
SWK
Stanley Black & Decker, Inc.

Industrials
-574
- 50.0%
$55.86 - $76.98 $32.1K - $44.2K
574 $38K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-4.27K
- 6.12%
$45.88 - $54.4 $196K - $232K
65.4K $3.56M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-911
- 16.03%
$47.46 - $55.3 $43.2K - $50.4K
4.77K $262K
IFRA
Ishares Tr

ETFs
-1.48K
- 25.61%
$40.97 - $49.19 $60.6K - $72.8K
4.3K $211K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-364
- 2.44%
$121.58 - $136.74 $44.3K - $49.8K
14.6K $1.98M
DGX
Quest Diagnostics Inc

Healthcare
-345
- 25.42%
N/A
1.01K $138K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-432
- 35.44%
$107.61 - $119.09 $46.5K - $51.4K
787 $93K
TDS
Telephone & Data Systems Inc

Communication Services
-1.13K
- 45.5%
$31.74 - $39.52 $35.9K - $44.7K
1.36K $48K
WELL
Welltower Inc.

Real Estate
-314
- 66.24%
$136.49 - $155.22 $42.9K - $48.7K
160 $24K
EEMV
Ishares Msci Emerging Markets

ETFs
-833
- 80.72%
$54.12 - $62.8 $45.1K - $52.3K
199 $12K
VBK
Vanguard Small Cap Growth ETF

ETFs
-289
- 22.06%
$219.76 - $276.94 $63.5K - $80K
1.02K $282K
URBN
Urban Outfitters Inc

Consumer Cyclical
-900
- 95.74%
$43.24 - $75.26 $38.9K - $67.7K
40 $2K
ADC
Agree Realty Corp

Real Estate
-300
- 5.14%
$70.68 - $79.12 $21.2K - $23.7K
5.54K $404K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-538
- 29.19%
$101.97 - $126.75 $54.9K - $68.2K
1.31K $165K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-3.02K
- 40.29%
$12.71 - $14.52 $38.4K - $43.9K
4.48K $62K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.23K
- 87.87%
$32.0 - $39.87 $39.4K - $49.1K
170 $6K
UCO
Pro Shares Trust Ii

ETFs
-700
- 10.77%
$18.66 - $27.87 $13.1K - $19.5K
5.8K $130K
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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