Spire Wealth Management Sells in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNFI
United Natural Foods Inc

Consumer Defensive
-1.53K
- 65.94%
$21.3 - $31.55 $32.7K - $48.4K
792 $18K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-525
- 75.87%
$81.84 - $93.53 $43K - $49.1K
167 $15K
HDV
Ishares Core High Dividend ETF

ETFs
-214
- 4.58%
$108.41 - $120.51 $23.2K - $25.8K
4.46K $522K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-398
- 88.84%
$101.69 - $139.02 $40.5K - $55.3K
50 $6K
XT
Ishares Tr Exponential Technol

ETFs
-775
- 79.16%
$49.86 - $65.25 $38.6K - $50.6K
204 $13K
EWJ
Ishares Msci Japan ETF

ETFs
-1.48K
- 13.91%
$61.32 - $75.28 $90.6K - $111K
9.14K $685K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.09K
- 9.82%
$54.27 - $63.01 $59.3K - $68.8K
10K $627K
IWS
Ishares Russell Midcap Value E

ETFs
-546
- 11.18%
$110.58 - $132.14 $60.4K - $72.1K
4.34K $573K
IXC
Ishares Tr Global Energy ETF

ETFs
-720
- 15.36%
$34.69 - $42.32 $25K - $30.5K
3.97K $155K
PHK
Pimco High Income Fund

Financial Services
-8.35K
- 35.89%
$4.43 - $4.88 $37K - $40.7K
14.9K $71K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-664
- 38.07%
$41.37 - $53.28 $27.5K - $35.4K
1.08K $48K
KEYS
Keysight Technologies, Inc.

Technology
-287
- 84.66%
$127.02 - $165.4 $36.5K - $47.5K
52 $8K
CPT
Camden Property Trust

Real Estate
-340
- 91.15%
$106.53 - $122.8 $36.2K - $41.8K
33 $3K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-1.85K
- 47.73%
$21.55 - $22.2 $39.9K - $41.1K
2.03K $44K
NVT
N Vent Electric PLC

Industrials
-1K
- 66.36%
$45.2 - $73.35 $45.2K - $73.4K
507 $37K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-510
- 87.18%
$73.02 - $90.22 $37.2K - $46K
75 $6K
KIE
Spdr S&P Insurance ETF

ETFs
-398
- 1.97%
$53.63 - $61.12 $21.3K - $24.3K
19.8K $1.18M
IDXX
Idexx Laboratories Inc

Healthcare
-143
- 44.97%
$361.04 - $536.34 $51.6K - $76.7K
175 $93K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-351
- 26.94%
$153.22 - $199.8 $53.8K - $70.1K
952 $178K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-1.81K
- 89.36%
$18.68 - $21.54 $33.7K - $38.9K
215 $4K
HYG
Ishares Tr

ETFs
-563
- 12.85%
$75.75 - $80.65 $42.6K - $45.4K
3.82K $307K
KMB
Kimberly Clark Corp

Consumer Defensive
-168
- 13.53%
$126.84 - $145.22 $21.3K - $24.4K
1.07K $138K
MCHP
Microchip Technology Inc

Technology
-1.04K
- 63.89%
$35.34 - $71.6 $36.9K - $74.8K
590 $41K
FTGC
First Trust Global Tactical CO

ETFs
-1.46K
- 60.21%
$23.09 - $25.91 $33.7K - $37.8K
965 $23K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-855
- 10.14%
$86.58 - $104.98 $74K - $89.8K
7.58K $795K
WSM
Williams Sonoma Inc

Consumer Cyclical
-260
- 23.85%
$137.62 - $174.44 $35.8K - $45.4K
830 $135K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-724
- 38.51%
$50.1 - $51.02 $36.3K - $36.9K
1.16K $58K
HAL
Halliburton CO

Energy
-980
- 27.94%
$19.26 - $25.7 $18.9K - $25.2K
2.53K $51K
POWL
Powell Industries Inc

Industrials
-244
- 70.52%
$159.38 - $211.34 $38.9K - $51.6K
102 $21K
VGIT
Vanguard Intermediate Term Tre

ETFs
-618
- 92.51%
$58.63 - $59.9 $36.2K - $37K
50 $2K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-692
- 95.71%
$50.56 - $59.57 $35K - $41.2K
31 $1K
SPMD
Spdr Portfolio

ETFs
-833
- 30.34%
$44.89 - $54.38 $37.4K - $45.3K
1.91K $104K
CNI
Canadian National Railway CO

Industrials
-424
- 34.64%
$92.66 - $108.13 $39.3K - $45.8K
800 $83K
MET
Metlife Inc

Financial Services
-453
- 9.75%
$68.42 - $82.49 $31K - $37.4K
4.19K $337K
UAL
United Airlines Holdings, Inc.

Industrials
-898
- 25.5%
$56.15 - $84.23 $50.4K - $75.6K
2.62K $208K
PPL
Ppl Corp

Utilities
-889
- 41.23%
$33.45 - $36.5 $29.7K - $32.4K
1.27K $42K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-815
- 50.59%
$35.42 - $43.89 $28.9K - $35.8K
796 $34K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-383
- 7.49%
$45.07 - $52.57 $17.3K - $20.1K
4.73K $231K
KRE
Spdr S&P Regional Banking ETF

ETFs
-648
- 34.07%
$48.81 - $59.48 $31.6K - $38.5K
1.25K $74K
BJK
Vaneck ETF Tr Vaneck Gaming Et

ETFs
-925
- 76.76%
$33.55 - $42.44 $31K - $39.3K
280 $11K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.82K
- 22.39%
$17.76 - $22.1 $50K - $62.3K
9.76K $215K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-1.02K
- 19.86%
$42.85 - $50.11 $43.5K - $50.9K
4.1K $205K
STLA
Stellantis N.V.

Consumer Cyclical
-2.88K
- 70.59%
$8.53 - $11.27 $24.6K - $32.5K
1.2K $12K
UDR
Udr, Inc.

Real Estate
-736
- 96.46%
$38.09 - $45.36 $28K - $33.4K
27 $1K
ILMN
Illumina, Inc.

Healthcare
-413
- 98.57%
$70.3 - $95.41 $29K - $39.4K
6 $0
ICE
Intercontinental Exchange, Inc.

Financial Services
-218
- 31.87%
$151.62 - $183.47 $33.1K - $40K
466 $85K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-240
- 45.71%
$160.63 - $257.78 $38.6K - $61.9K
285 $73K
FOUR
Shift4 Payments, Inc.

Technology
-500
- 49.41%
$72.5 - $99.11 $36.3K - $49.6K
512 $50K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
-645
- 82.9%
$49.82 - $50.25 $32.1K - $32.4K
133 $6K
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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