Spire Wealth Management Sells in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-172
- 2.66%
$45.2 - $46.6 $7.77K - $8.02K
6.31K $292K
EVRG
Evergy, Inc.

Utilities
-101
- 10.0%
$64.06 - $69.64 $6.47K - $7.03K
909 $62K
ROK
Rockwell Automation, Inc

Industrials
-72
- 30.0%
$218.97 - $332.17 $15.8K - $23.9K
168 $55K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-156
- 14.27%
$44.64 - $47.48 $6.96K - $7.41K
937 $44K
WEC
Wec Energy Group, Inc.

Utilities
-50
- 10.53%
$102.24 - $109.76 $5.11K - $5.49K
425 $44K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-274
- 16.62%
$25.69 - $26.9 $7.04K - $7.37K
1.38K $36K
SIL
Global X Silver Miners ETF

ETFs
-300
- 35.97%
$33.97 - $49.02 $10.2K - $14.7K
534 $25K
PCG
Pg&E Corp

Utilities
-186
- 14.33%
$13.55 - $17.87 $2.52K - $3.32K
1.11K $15K
NBIX
Neurocrine Biosciences Inc

Healthcare
-76
- 39.18%
$87.54 - $128.18 $6.65K - $9.74K
118 $14K
WTM
White Mountains Insurance Group LTD

Financial Services
-3
- 37.5%
$1699.35 - $1901.99 $5.1K - $5.71K
5 $8K
VERI
Veritone, Inc.

Technology
-430
- 8.29%
$1.22 - $2.37 $525 - $1.02K
4.76K $5K
PRGO
Perrigo CO PLC

Healthcare
-232
- 57.43%
$24.36 - $27.91 $5.65K - $6.48K
172 $4K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
-452
- 90.4%
$11.71 - $19.37 $5.29K - $8.76K
48 $0
VTI
Vanguard Total Stock Market Et

ETFs
-2.26K
- 9.66%
$243.75 - $303.93 $550K - $686K
21.1K $6.42M
WPC
W. P. Carey Inc.

Real Estate
-55
- 1.8%
$56.12 - $64.53 $3.09K - $3.55K
3K $186K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-245
- 11.9%
$35.35 - $42.68 $8.66K - $10.5K
1.81K $77K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-140
- 19.8%
$60.34 - $74.89 $8.45K - $10.5K
567 $42K
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
-52
- 6.05%
$49.85 - $59.52 $2.59K - $3.1K
807 $42K
BRSP
Bright Spire Capital, Inc.

Real Estate
-370
- 4.45%
$4.3 - $5.59 $1.59K - $2.07K
7.95K $40K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-63
- 17.36%
$108.87 - $133.04 $6.86K - $8.38K
300 $39K
EGP
Eastgroup Properties Inc

Real Estate
-23
- 10.5%
$145.28 - $176.09 $3.34K - $4.05K
196 $32K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-594
- 19.49%
$10.59 - $11.48 $6.29K - $6.82K
2.45K $28K
STLD
Steel Dynamics Inc

Basic Materials
-60
- 21.74%
N/A
216 $21K
WTW
Willis Towers Watson PLC

Financial Services
-9
- 10.0%
$295.96 - $337.43 $2.66K - $3.04K
81 $24K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-247
- 24.0%
$21.85 - $22.76 $5.4K - $5.62K
782 $17K
SAIA
Saia Inc

Industrials
-8
- 14.29%
$236.65 - $374.8 $1.89K - $3K
48 $13K
BXP
Boston Properties Inc

Real Estate
-97
- 36.74%
$56.86 - $74.12 $5.52K - $7.19K
167 $11K
BTO
John Hancock Financial Opportunities Fund

Financial Services
-186
- 40.17%
$28.44 - $35.42 $5.29K - $6.59K
277 $9K
ABR
Arbor Realty Trust Inc

Real Estate
-492
- 39.27%
$8.92 - $11.89 $4.39K - $5.85K
761 $8K
FMC
Fmc Corp

Basic Materials
-146
- 47.56%
$33.98 - $44.06 $4.96K - $6.43K
161 $6K
EL
Estee Lauder Companies Inc

Consumer Defensive
-96
- 63.16%
$50.06 - $80.8 $4.81K - $7.76K
56 $4K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-195
- 2.62%
$83.54 - $100.04 $16.3K - $19.5K
7.26K $721K
NRG
Nrg Energy, Inc.

Utilities
-1.81K
- 41.2%
$83.61 - $162.67 $151K - $294K
2.58K $414K
ABEV
Ambev S.A.

Consumer Defensive
-3.68K
- 8.06%
$2.15 - $2.55 $7.91K - $9.38K
42K $101K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-363
- 9.45%
$22.63 - $26.95 $8.21K - $9.78K
3.48K $93K
BLD
Top Build Corp

Industrials
-31
- 9.84%
$275.93 - $326.59 $8.55K - $10.1K
284 $91K
SQ
Block, Inc.

Technology
-96
- 7.53%
N/A
1.18K $67K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
-380
- 5.27%
$6.87 - $8.24 $2.61K - $3.13K
6.83K $53K
IEP
Icahn Enterprises L.P.

Industrials
-3
- 0.05%
$7.81 - $9.75 $23.4 - $29.3
5.5K $44K
FSP
Franklin Street Properties Corp

Real Estate
-1.1K
- 5.23%
$1.46 - $1.87 $1.61K - $2.06K
19.9K $32K
BIIB
Biogen Inc.

Healthcare
-23
- 13.45%
$113.38 - $135.49 $2.61K - $3.12K
148 $18K
TDY
Teledyne Technologies Inc

Technology
-11
- 23.4%
$435.54 - $512.31 $4.79K - $5.64K
36 $18K
SNAP
Snap Inc

Communication Services
-500
- 23.85%
$7.23 - $9.21 $3.62K - $4.61K
1.6K $13K
NOK
Nokia Corp

Technology
-999
- 34.03%
$4.65 - $5.43 $4.65K - $5.42K
1.94K $10K
WSO
Watsco Inc

Industrials
-7
- 25.93%
$421.84 - $520.66 $2.95K - $3.64K
20 $8K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-78
- 46.15%
$63.36 - $80.23 $4.94K - $6.26K
91 $7K
LESL
Leslie'S, Inc.

Consumer Cyclical
-850
- 5.26%
$0.42 - $0.91 $357 - $774
15.3K $6K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-100
- 63.69%
$66.89 - $111.18 $6.69K - $11.1K
57 $6K
TTE
Total Energies Se

Energy
-62
- 1.15%
N/A
5.34K $366K
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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