Spire Wealth Management Sells in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-200
- 7.14%
$97.32 - $136.25 $19.5K - $27.3K
2.6K $330K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-3.26K
- 3.8%
$30.9 - $34.31 $101K - $112K
82.5K $2.83M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-325
- 3.73%
$75.33 - $94.56 $24.5K - $30.7K
8.39K $789K
VO
Vanguard Mid Cap ETF

ETFs
-263
- 4.34%
$228.54 - $279.83 $60.1K - $73.6K
5.8K $1.62M
IWC
Russell Micro Cap ETF

ETFs
-5
- 0.15%
$97.43 - $127.66 $487 - $638
3.44K $438K
ETN
Eaton Corp PLC

Industrials
-2.54K
- 22.4%
$246.52 - $356.99 $626K - $907K
8.8K $3.14M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-2.8K
- 3.86%
$36.05 - $40.34 $101K - $113K
69.7K $2.81M
ISRG
Intuitive Surgical Inc

Healthcare
-2.01K
- 8.39%
$451.58 - $565.94 $906K - $1.14M
21.9K $11.9M
BUG
Global X Fds Cybersecurity ETF

ETFs
-1.57K
- 6.34%
$29.9 - $37.1 $47.1K - $58.4K
23.3K $862K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-523
- 15.27%
$144.94 - $210.94 $75.8K - $110K
2.9K $611K
ARKQ
Ark Autonomous Technology & Ro

ETFs
-337
- 8.17%
$58.8 - $89.17 $19.8K - $30.1K
3.79K $337K
RWX
Spdr Dow Jones International R

ETFs
-20
- 0.08%
$23.06 - $27.4 $461 - $548
25.7K $703K
IRM
Iron Mountain Inc

Real Estate
-1.7K
- 11.17%
$76.93 - $105.25 $130K - $178K
13.5K $1.38M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-325
- 3.66%
$70.56 - $92.75 $22.9K - $30.1K
8.55K $767K
COF
Capital One Financial Corp

Financial Services
-571
- 8.69%
$150.57 - $212.76 $86K - $121K
6K $1.28M
MU
Micron Technology Inc

Technology
-949
- 15.94%
$64.72 - $127.91 $61.4K - $121K
5.01K $616K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-1.11K
- 2.32%
$23.66 - $29.99 $26.3K - $33.3K
46.8K $1.4M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-273
- 1.3%
$40.94 - $52.1 $11.2K - $14.2K
20.7K $1.08M
TTD
Trade Desk, Inc.

Technology
-296
- 3.79%
$45.27 - $79.4 $13.4K - $23.5K
7.52K $541K
KKR
Kkr & Co. Inc.

Financial Services
-621
- 5.31%
$92.79 - $134.29 $57.6K - $83.4K
11.1K $1.47M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-1.18K
- 3.74%
$28.98 - $37.18 $34.2K - $43.9K
30.4K $1.13M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-669
- 0.81%
$29.52 - $35.31 $19.7K - $23.6K
82.3K $2.91M
CGDV
Capital Group Divid Value ETF

ETFs
-5.11K
- 5.9%
$31.93 - $39.49 $163K - $202K
81.5K $3.22M
PSIX
Power Solutions International, Inc.

Industrials
-1.47K
- 24.62%
$18.7 - $68.01 $27.5K - $100K
4.51K $291K
APP
App Lovin Corp

Technology
-1.46K
- 18.9%
$219.37 - $417.89 $321K - $611K
6.28K $2.2M
IWY
Ishares Tr Russell 200 Growth

ETFs
-585
- 7.15%
$187.5 - $246.51 $110K - $144K
7.6K $1.87M
VTV
Vanguard Value ETF

ETFs
-1.79K
- 1.48%
$153.67 - $176.74 $275K - $316K
119K $21.1M
SHOP
Shopify Inc.

Technology
-12.8K
- 15.4%
$76.89 - $115.35 $981K - $1.47M
70.1K $8.09M
IWP
Ishares Russell Mid Cap Growth

ETFs
-514
- 4.27%
$104.34 - $138.68 $53.6K - $71.3K
11.5K $1.6M
EEM
Ishares Msci Emerging Markets

ETFs
-789
- 1.59%
$38.52 - $48.28 $30.4K - $38.1K
48.8K $2.36M
IGV
Ishares Expanded Tech Software

ETFs
-8.68K
- 15.63%
$80.15 - $109.5 $696K - $951K
46.9K $5.13M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.25K
- 3.0%
$54.19 - $67.22 $68K - $84.3K
40.6K $2.73M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-171
- 6.86%
$177.93 - $313.14 $30.4K - $53.5K
2.32K $727K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-190
- 2.46%
$139.8 - $197.22 $26.6K - $37.5K
7.54K $1.49M
ASML
Asml Holding Nv

Technology
-8
- 0.44%
$595.37 - $815.24 $4.76K - $6.52K
1.81K $1.45M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.92K
- 2.14%
$51.6 - $62.74 $98.9K - $120K
87.6K $5.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
-77
- 0.2%
$74.88 - $91.97 $5.77K - $7.08K
38K $3.49M
HWM
Howmet Aerospace Inc.

Industrials
-511
- 8.2%
$112.33 - $186.13 $57.4K - $95.1K
5.72K $1.06M
VXF
Vanguard Extended Market ETF

ETFs
-264
- 1.73%
$150.43 - $192.71 $39.7K - $50.9K
15K $2.89M
MRVL
Marvell Technology, Inc.

Technology
-572
- 2.96%
$49.38 - $79.97 $28.2K - $45.7K
18.7K $1.45M
IXUS
Ishares Tr

ETFs
-153
- 0.37%
$62.37 - $77.63 $9.54K - $11.9K
40.7K $3.15M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-14
- 4.36%
$4164.15 - $5789.24 $58.3K - $81K
307 $1.78M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.4K
- 9.34%
$60.61 - $87.72 $145K - $210K
23.2K $1.97M
GOOG
Alphabet Inc.

Communication Services
-10.1K
- 10.21%
$146.58 - $180.01 $1.47M - $1.81M
88.5K $15.7M
DIS
Walt Disney CO

Communication Services
-4.06K
- 12.68%
$81.72 - $124.01 $331K - $503K
27.9K $3.46M
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.66K
- 1.74%
$25.93 - $32.91 $43.1K - $54.8K
93.8K $3.09M
SOFI
So Fi Technologies, Inc.

Financial Services
-13.2K
- 15.8%
$9.5 - $18.21 $125K - $240K
70.2K $1.28M
BA
Boeing CO

Industrials
-31
- 0.34%
$136.59 - $217.51 $4.23K - $6.74K
9.04K $1.89M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.35K
- 0.78%
$44.8 - $53.97 $60.4K - $72.8K
172K $9.29M
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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