Spire Wealth Management Sells in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-1
- 0.73%
$299.15 - $396.54 $299 - $397
136 $53K
TPR
Tapestry, Inc.

Consumer Cyclical
-12
- 2.43%
$60.6 - $87.81 $727 - $1.05K
481 $42K
BBUC
Brookfield Business Corp

Financial Services
-170
- 5.48%
$22.01 - $31.32 $3.74K - $5.32K
2.94K $91K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-6
- 0.54%
$50.86 - $73.83 $305 - $443
1.1K $79K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-61
- 9.36%
$32.56 - $57.11 $1.99K - $3.48K
591 $33K
FLR
Fluor Corp

Industrials
-26
- 3.92%
$30.86 - $51.42 $802 - $1.34K
637 $32K
FITB
Fifth Third Bancorp

Financial Services
-188
- 2.04%
$33.32 - $41.51 $6.26K - $7.8K
9.02K $370K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-1K
- 9.35%
$18.53 - $24.21 $18.5K - $24.2K
9.71K $235K
KBE
Spdr S&P Bank ETF

ETFs
-59
- 1.15%
$45.85 - $55.78 $2.71K - $3.29K
5.09K $283K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-62
- 1.23%
$36.14 - $44.23 $2.24K - $2.74K
4.97K $219K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-62
- 3.18%
$57.14 - $72.68 $3.54K - $4.51K
1.89K $137K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-310
- 11.58%
$33.89 - $46.39 $10.5K - $14.4K
2.37K $109K
DAR
Darling Ingredients Inc.

Consumer Defensive
-140
- 4.95%
$27.63 - $38.64 $3.87K - $5.41K
2.69K $102K
DG
Dollar General Corp

Consumer Defensive
-43
- 6.3%
$86.02 - $114.95 $3.7K - $4.94K
639 $73K
THC
Tenet Healthcare Corp

Healthcare
-7
- 1.88%
$110.41 - $176.0 $773 - $1.23K
366 $64K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-750
- 5.38%
$2.6 - $4.33 $1.95K - $3.25K
13.2K $56K
APLD
Applied Blockchain, Inc.

Financial Services
-951
- 16.48%
$3.53 - $13.86 $3.36K - $13.2K
4.82K $48K
DFAE
Dimensional ETF Tr

ETFs
-349
- 3.97%
$22.87 - $28.95 $7.98K - $10.1K
8.44K $244K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-2.51K
- 4.61%
$37.18 - $42.23 $93.3K - $106K
52K $2.19M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-6
- 0.18%
$71.86 - $82.66 $431 - $496
3.28K $271K
TMC
Tmc The Metals CO Inc.

Basic Materials
-6K
- 48.98%
$1.62 - $7.49 $9.72K - $44.9K
6.25K $41K
OI
O I Glass, Inc.

Consumer Cyclical
-440
- 4.91%
$9.62 - $15.51 $4.23K - $6.82K
8.52K $125K
NTR
Nutrien Ltd.

Basic Materials
-32
- 1.02%
$46.88 - $62.89 $1.5K - $2.01K
3.09K $180K
HDB
Hdfc Bank LTD

Financial Services
-163
- 4.09%
$63.78 - $77.48 $10.4K - $12.6K
3.83K $293K
STX
Seagate Technology Holdings PLC

Technology
-847
- 33.56%
$66.54 - $144.33 $56.4K - $122K
1.68K $242K
VV
Vanguard Large Cap ETF

ETFs
-256
- 7.04%
$228.25 - $285.3 $58.4K - $73K
3.38K $963K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-264
- 2.33%
$35.9 - $43.76 $9.48K - $11.6K
11K $477K
QJUN
First Tr ETF
-193
- 1.73%
$24.35 - $29.57 $4.7K - $5.71K
10.9K $323K
PSI
Invesco Exchange Traded Fd Tr

ETFs
-48
- 1.92%
$39.29 - $60.31 $1.89K - $2.89K
2.46K $147K
DASH
Door Dash, Inc.

Communication Services
-1.25K
- 23.52%
$163.16 - $246.51 $203K - $307K
4.06K $999K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-32
- 0.62%
$39.43 - $49.34 $1.26K - $1.58K
5.14K $243K
VOT
Vanguard Mid Cap Growth Index

ETFs
-387
- 10.93%
$216.28 - $284.39 $83.7K - $110K
3.16K $897K
ELAN
Elanco Animal Health Inc

Healthcare
-150
- 1.71%
$8.1 - $14.3 $1.22K - $2.15K
8.6K $122K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-216
- 3.0%
$55.5 - $69.0 $12K - $14.9K
6.99K $482K
MPWR
Monolithic Power Systems Inc

Technology
-92
- 13.79%
$455.19 - $737.73 $41.9K - $67.9K
575 $420K
SNOW
Snowflake Inc.

Technology
-110
- 14.4%
$130.53 - $223.77 $14.4K - $24.6K
654 $146K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
-755
- 1.46%
$12.84 - $15.5 $9.69K - $11.7K
51.1K $792K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-3.71K
- 5.06%
$37.24 - $41.76 $138K - $155K
69.7K $2.91M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-749
- 1.64%
$35.95 - $42.85 $26.9K - $32.1K
45K $1.9M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.55K
- 9.72%
$91.62 - $116.16 $142K - $180K
14.4K $1.67M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-134
- 0.82%
$37.41 - $42.4 $5.01K - $5.68K
16.1K $684K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-669
- 4.16%
$58.13 - $69.92 $38.9K - $46.8K
15.4K $1.08M
SKYY
First Trust Cloud Computing Et

ETFs
-756
- 11.16%
$89.46 - $121.64 $67.6K - $92K
6.02K $732K
DELL
Dell Technologies Inc.

Technology
-462
- 15.03%
$71.63 - $125.98 $33.1K - $58.2K
2.61K $320K
IGM
Ishares Expanded Tech Sector E

ETFs
-254
- 7.65%
$79.8 - $112.34 $20.3K - $28.5K
3.07K $344K
CCL
Carnival Corp

Consumer Cyclical
-746
- 9.83%
$16.43 - $28.12 $12.3K - $21K
6.84K $192K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-201
- 3.71%
$108.06 - $135.3 $21.7K - $27.2K
5.22K $705K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-269
- 1.61%
$42.58 - $50.22 $11.5K - $13.5K
16.5K $827K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-476
- 3.35%
$49.89 - $62.13 $23.7K - $29.6K
13.7K $851K
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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