Spire Wealth Management Sells in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IGRO
Ishares Tr International Divid

ETFs
-24
- 10.34%
$66.32 - $80.17 $1.59K - $1.92K
208 $16K
Solventum Corp
-286
- 61.24%
N/A
181 $0
LVS
Las Vegas Sands Corp

Consumer Cyclical
-44
- 12.5%
$30.7 - $44.12 $1.35K - $1.94K
308 $13K
UHALB
Amerco Com Ser N
-25
- 9.33%
N/A
243 $0
Ishares Tr
-225
- 36.0%
N/A
400 $0
Ishares Tr
-504
- 61.39%
N/A
317 $0
OABI
Omniab Inc Com
-270
- 3.98%
N/A
6.51K $0
Wk Kellogg CO
-985
- 60.47%
N/A
644 $0
SPSC
Sps Commerce Inc

Technology
-1
- 1.35%
$121.61 - $152.67 $122 - $153
73 $9K
WCC
Wesco International Inc

Industrials
-12
- 19.05%
$132.86 - $186.1 $1.59K - $2.23K
51 $9K
IYG
Ishares Tr

ETFs
-13
- 11.71%
$68.9 - $85.6 $896 - $1.11K
98 $8K
Grayscale Ethereum Mini Tr E
-74
- 17.83%
N/A
341 $0
WYNN
Wynn Resorts LTD

Consumer Cyclical
-3
- 3.53%
$66.1 - $97.75 $198 - $293
82 $7K
H
Hyatt Hotels Corp

Consumer Cyclical
-7
- 12.28%
$104.22 - $139.65 $730 - $978
50 $6K
ZG
Zillow Group, Inc.

Communication Services
-2
- 1.96%
$59.44 - $70.64 $119 - $141
100 $6K
HDUS
Lattice Strategies Tr Hartford
-17
- 14.05%
N/A
104 $0
South Bow Corp
-220
- 50.69%
N/A
214 $0
Liberty Global LTD
-120
- 19.67%
N/A
490 $0
UTZ
Utz Brands, Inc.

Consumer Defensive
-19
- 4.53%
$11.62 - $14.29 $221 - $272
400 $5K
CLMB
Climb Global Solutions Inc Com
-3
- 6.38%
N/A
44 $0
MOTI
Vaneck Morningstar Internation

ETFs
-17
- 12.59%
$30.01 - $34.75 $510 - $591
118 $4K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-29
- 13.68%
$18.28 - $18.7 $530 - $542
183 $3K
Six Flags Entertainment Corp
-77
- 40.96%
N/A
111 $0
SSRM
Ssr Mining Inc.

Basic Materials
-103
- 28.14%
$9.09 - $13.07 $936 - $1.35K
263 $3K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-10
- 8.33%
$25.21 - $34.03 $252 - $340
110 $3K
GRMN
Garmin LTD

Technology
-1
- 6.25%
$173.63 - $218.07 $174 - $218
15 $3K
Anglogold Ashanti PLC
-9.46K
- 99.29%
N/A
68 $0
Wells Fargo CO New
-13
- 86.67%
N/A
2 $0
ZETA
Zeta Global Holdings Corp.

Technology
-30
- 16.67%
$11.02 - $16.81 $331 - $504
150 $2K
AIZ
Assurant, Inc.

Financial Services
-1
- 8.33%
$179.73 - $211.56 $180 - $212
11 $2K
Matthews Asia Fds
-100
- 60.61%
N/A
65 $0
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-2
- 6.45%
$50.29 - $64.29 $101 - $129
29 $1K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-5
- 10.64%
$33.7 - $43.1 $169 - $216
42 $1K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-8
- 17.39%
N/A
38 $0
DLB
Dolby Laboratories, Inc.

Industrials
-1
- 4.55%
$69.36 - $81.21 $69.4 - $81.2
21 $1K
HFWA
Heritage Financial Corp

Financial Services
-13
- 18.31%
$20.97 - $24.5 $273 - $319
58 $1K
KSS
Kohls Corp

Consumer Cyclical
-19
- 12.5%
$6.13 - $9.4 $116 - $179
133 $1K
NXST
Nexstar Media Group, Inc.

Communication Services
-1
- 14.29%
$144.68 - $181.86 $145 - $182
6 $1K
PINC
Premier, Inc.

Healthcare
-2
- 4.26%
$18.94 - $23.3 $37.9 - $46.6
45 $0
Biovie Inc
-6
- 0.57%
N/A
1.04K $0
Concentra Group Holdings Par
-97
- 71.85%
N/A
38 $0
OXYWS
Occidental Pete Corp Wt Exp 08
-426
- 92.01%
N/A
37 $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
-10
- 0.46%
$105.23 - $109.61 $1.05K - $1.1K
2.16K $237K
JHMM
John Hancock Multifactor Mid C

ETFs
-152
- 6.01%
$50.32 - $61.13 $7.65K - $9.29K
2.38K $145K
UYG
Proshares Ultra Financials

ETFs
-67
- 5.46%
$68.55 - $95.55 $4.59K - $6.4K
1.16K $110K
SEB
Seaboard Corp

Industrials
-1
- 4.17%
$2459.69 - $2911.09 $2.46K - $2.91K
23 $65K
PSTG
Pure Storage, Inc.

Technology
-308
- 21.61%
$37.18 - $57.58 $11.5K - $17.7K
1.12K $64K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-60
- 4.9%
$37.51 - $45.52 $2.25K - $2.73K
1.17K $52K
BSRR
Sierra Bancorp

Financial Services
-50
- 3.13%
$24.33 - $29.69 $1.22K - $1.48K
1.55K $45K
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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