Spire Wealth Management Sells in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-27.3K
- 83.78%
$91.92 - $110.2 $2.51M - $3.01M
5.29K $533K
MSFT
Microsoft Corp

Technology
-50.7K
- 27.68%
$354.56 - $497.45 $18M - $25.2M
132K $65.9M
LMT
Lockheed Martin Corp

Industrials
-6.12K
- 53.9%
$430.82 - $486.45 $2.63M - $2.98M
5.23K $2.42M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-20K
- 96.97%
$115.28 - $157.36 $2.31M - $3.15M
626 $98K
XLC
Select Sector Spdr Tr Communic

ETFs
-53K
- 20.52%
$86.13 - $108.53 $4.56M - $5.75M
205K $22.3M
VCR
Vanguard Consumer Discretionar

ETFs
-14K
- 21.0%
$290.42 - $364.35 $4.07M - $5.11M
52.8K $19.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-55.4K
- 11.65%
$45.9 - $47.2 $2.54M - $2.61M
420K $19.8M
CVX
Chevron Corp

Energy
-12.7K
- 40.75%
$133.73 - $168.51 $1.69M - $2.14M
18.4K $2.64M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-39.5K
- 94.7%
$57.41 - $74.81 $2.27M - $2.95M
2.21K $164K
SECT
Sector 10, Inc.

ETFs
-67.5K
- 34.56%
$45.25 - $58.07 $3.06M - $3.92M
128K $7.42M
FICO
Fair Isaac Corp

Technology
-1.33K
- 34.23%
$1503.62 - $2206.01 $2M - $2.93M
2.55K $4.66M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-6.94K
- 92.61%
$328.01 - $475.68 $2.28M - $3.3M
554 $259K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-14.9K
- 57.71%
$152.93 - $181.74 $2.27M - $2.7M
10.9K $1.98M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-67.3K
- 22.36%
$49.48 - $61.22 $3.33M - $4.12M
234K $14.2M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-4.92K
- 35.31%
$419.99 - $501.97 $2.07M - $2.47M
9.02K $4.36M
IAU
Ishares Gold Trust

ETFs
-46K
- 32.49%
$56.1 - $64.74 $2.58M - $2.98M
95.6K $5.96M
XLP
Consumer Staples Sector Spdr

ETFs
-30.9K
- 19.52%
N/A
128K $9.7M
SLB
Schlumberger Limited

Energy
-54.1K
- 82.53%
$31.95 - $42.2 $1.73M - $2.28M
11.5K $387K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-7.49K
- 60.2%
$225.56 - $335.19 $1.69M - $2.51M
4.95K $1.18M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-53.4K
- 79.09%
$42.72 - $44.24 $2.28M - $2.36M
14.1K $619K
TNA
Direxion Daily Small Cap Bull

ETFs
-79.1K
- 97.55%
$19.12 - $33.54 $1.51M - $2.65M
1.98K $66K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-16.9K
- 24.48%
$152.42 - $182.82 $2.57M - $3.08M
52K $9.51M
MCO
Moodys Corp

Financial Services
-4.84K
- 98.12%
$396.7 - $501.59 $1.92M - $2.43M
93 $46K
DE
Deere & CO

Industrials
-4.9K
- 70.04%
$412.99 - $531.48 $2.02M - $2.6M
2.09K $1.06M
XLI
Industrial Sector Spdr

ETFs
-34K
- 19.4%
$116.42 - $147.52 $3.95M - $5.01M
141K $20.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-18K
- 75.63%
$108.12 - $135.04 $1.95M - $2.44M
5.81K $784K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-45.9K
- 23.11%
$51.16 - $62.02 $2.35M - $2.85M
153K $9.48M
HUM
Humana Inc

Healthcare
-7.87K
- 99.28%
$224.93 - $295.04 $1.77M - $2.32M
57 $13K
FTNT
Fortinet, Inc.

Technology
-23.8K
- 50.39%
$84.71 - $108.69 $2.01M - $2.58M
23.4K $2.47M
IEFA
Ishares Tr

ETFs
-57.7K
- 16.34%
$67.83 - $84.09 $3.91M - $4.85M
295K $24.7M
XLE
Energy Sector Spdr

ETFs
-15.8K
- 19.31%
$76.44 - $94.13 $1.21M - $1.49M
66K $5.6M
ABT
Abbott Laboratories

Healthcare
-15.1K
- 63.93%
$123.95 - $138.08 $1.87M - $2.09M
8.52K $1.16M
MCD
Mcdonalds Corp

Consumer Cyclical
-5.85K
- 45.59%
$285.55 - $321.23 $1.67M - $1.88M
6.98K $2.04M
TDG
Trans Digm Group Inc

Industrials
-1.79K
- 31.99%
$1231.75 - $1520.64 $2.2M - $2.71M
3.79K $5.77M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-17.1K
- 99.49%
$90.21 - $112.66 $1.54M - $1.92M
88 $8K
LSAT
Two Rds Shared Tr Leadershares

ETFs
-46.7K
- 34.54%
$35.2 - $40.71 $1.64M - $1.9M
88.6K $3.51M
AEP
American Electric Power CO Inc

Utilities
-17.2K
- 79.07%
$98.59 - $109.11 $1.7M - $1.88M
4.55K $472K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-8.36K
- 28.53%
$272.36 - $339.57 $2.28M - $2.84M
21K $7.12M
IWM
Ishares Russell 2000 ETF

ETFs
-11K
- 35.57%
$174.82 - $215.79 $1.93M - $2.38M
20K $4.31M
AWK
American Water Works Company, Inc.

Utilities
-12.6K
- 97.27%
$133.82 - $151.96 $1.68M - $1.91M
353 $49K
JNJ
Johnson & Johnson

Healthcare
-9.58K
- 37.81%
$146.36 - $159.82 $1.4M - $1.53M
15.8K $2.41M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-38.4K
- 57.69%
$45.98 - $56.15 $1.77M - $2.16M
28.2K $1.58M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-19.1K
- 27.86%
$90.56 - $109.49 $1.73M - $2.09M
49.4K $5.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-17.4K
- 59.0%
$100.04 - $100.54 $1.74M - $1.75M
12.1K $1.22M
FISV
Fiserv Inc

Technology
-13.5K
- 37.0%
N/A
22.9K $2.87M
FXR
First Trust Industrials/Produc

ETFs
-24.1K
- 99.32%
$60.85 - $74.22 $1.47M - $1.79M
165 $12K
VRSN
Verisign Inc

Technology
-8.37K
- 39.24%
$234.49 - $288.8 $1.96M - $2.42M
13K $3.74M
MRK
Merck & Co., Inc.

Healthcare
-15.6K
- 38.32%
$73.47 - $87.12 $1.14M - $1.36M
25K $1.98M
FNDX
Schwab Fundamental U S Large C

ETFs
-68.2K
- 92.94%
$20.84 - $24.54 $1.42M - $1.67M
5.18K $127K
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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