Spire Wealth Management Sells in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FXG
First Tr Exchange Traded First

ETFs
-13.4K
- 74.96%
$61.21 - $66.04 $820K - $884K
4.47K $283K
GS
Goldman Sachs Group Inc

Financial Services
-3.11K
- 37.61%
$462.22 - $707.75 $1.44M - $2.2M
5.15K $3.65M
EVER
Ever Quote, Inc.

Communication Services
-33K
- 99.77%
$20.21 - $26.71 $667K - $881K
77 $1K
PSA
Public Storage

Real Estate
-2.84K
- 88.93%
$266.31 - $309.77 $757K - $881K
354 $103K
VIG
Vanguard Dividend Appreciation

ETFs
-4.64K
- 19.44%
N/A
19.2K $3.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-16.3K
- 25.62%
$48.13 - $49.85 $785K - $813K
47.3K $2.32M
GBIL
Goldman Sachs Access Treasury

ETFs
-8.31K
- 83.14%
$99.83 - $100.19 $829K - $832K
1.69K $168K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-9.05K
- 25.81%
$91.43 - $91.74 $828K - $830K
26K $2.39M
ET
Energy Transfer LP

Energy
-42.4K
- 40.28%
$15.65 - $18.93 $663K - $802K
62.8K $1.14M
ROP
Roper Technologies Inc

Industrials
-1.31K
- 67.89%
$519.19 - $590.78 $681K - $775K
620 $351K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-22K
- 27.33%
$39.94 - $44.64 $879K - $983K
58.6K $2.61M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-25.7K
- 28.29%
$33.82 - $37.61 $870K - $967K
65.2K $2.45M
GIS
General Mills Inc

Consumer Defensive
-12.8K
- 91.5%
$50.37 - $60.97 $643K - $779K
1.19K $61K
ERJ
Embraer S.A.

Industrials
-16.7K
- 97.04%
$40.42 - $56.91 $677K - $953K
511 $29K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-19.9K
- 75.1%
$36.71 - $42.81 $729K - $850K
6.58K $281K
UL
Unilever PLC

Consumer Defensive
-12.8K
- 79.7%
$57.9 - $65.43 $741K - $838K
3.26K $199K
CTSH
Cognizant Technology Solutions Corp

Technology
-10.7K
- 19.87%
$66.47 - $81.81 $714K - $879K
43.4K $3.38M
CAT
Caterpillar Inc

Industrials
-4.19K
- 28.06%
$273.94 - $388.21 $1.15M - $1.63M
10.7K $4.17M
PANW
Palo Alto Networks Inc

Technology
-14.1K
- 22.47%
$152.44 - $204.64 $2.15M - $2.89M
48.7K $9.97M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.47K
- 59.23%
$468.22 - $566.51 $686K - $831K
1.01K $571K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-70.8K
- 76.81%
$7.69 - $11.46 $544K - $811K
21.4K $244K
BMY
Bristol Myers Squibb CO

Healthcare
-10.1K
- 56.07%
$44.12 - $59.6 $446K - $603K
7.93K $366K
HEFA
Ishares Currency Hedged Msci E

ETFs
-24.2K
- 21.38%
$32.11 - $38.21 $777K - $925K
89K $3.38M
VZ
Verizon Communications Inc

Communication Services
-14.1K
- 27.29%
$41.67 - $45.62 $589K - $645K
37.7K $1.63M
FXD
First Tr Exchange Traded Fd

ETFs
-12.3K
- 99.93%
$50.42 - $63.44 $621K - $782K
9 $0
WM
Waste Management Inc

Industrials
-2.87K
- 35.8%
$216.47 - $242.1 $621K - $694K
5.14K $1.18M
CHD
Church & Dwight CO Inc

Consumer Defensive
-6.09K
- 96.04%
$91.57 - $110.76 $558K - $674K
251 $24K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-7.95K
- 29.4%
$106.81 - $136.49 $850K - $1.09M
19.1K $2.61M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-15.9K
- 11.77%
$45.11 - $52.34 $719K - $834K
119K $6.25M
ORCL
Oracle Corp

Technology
-9.66K
- 52.09%
$122.82 - $218.63 $1.19M - $2.11M
8.88K $1.94M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-18.3K
- 29.91%
$39.59 - $44.69 $725K - $818K
42.9K $1.92M
BAC
Bank Of America Corp

Financial Services
-22.4K
- 30.36%
$34.39 - $47.46 $771K - $1.06M
51.4K $2.43M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-22.2K
- 29.44%
$32.77 - $36.44 $727K - $808K
53.1K $1.94M
GWW
W.W. Grainger, Inc.

Industrials
-701
- 43.01%
$919.93 - $1101.66 $645K - $772K
929 $966K
PECO
Phillips Edison & Company, Inc.

Real Estate
-17K
- 50.78%
$33.53 - $37.33 $570K - $635K
16.5K $577K
VT
Vanguard Total World Stk Index

ETFs
-7.16K
- 31.85%
$103.16 - $128.52 $739K - $920K
15.3K $1.97M
K
Kellogg CO

Consumer Defensive
-7.69K
- 89.63%
$77.85 - $82.88 $599K - $637K
890 $70K
MO
Altria Group, Inc.

Consumer Defensive
-10K
- 34.54%
$55.56 - $60.91 $558K - $611K
19K $1.12M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-14.4K
- 21.92%
$37.08 - $42.26 $534K - $609K
51.3K $2.13M
PFE
Pfizer Inc

Healthcare
-22.5K
- 32.93%
$21.59 - $24.84 $486K - $559K
45.8K $1.11M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-8.11K
- 39.82%
$141.37 - $228.57 $1.15M - $1.85M
12.3K $2.78M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-5.78K
- 64.04%
$97.68 - $121.38 $565K - $702K
3.25K $393K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-7.24K
- 28.83%
$71.94 - $86.02 $521K - $623K
17.9K $1.53M
OKE
Oneok Inc

Energy
-3.6K
- 22.52%
$78.71 - $100.37 $284K - $362K
12.4K $1.01M
ZTS
Zoetis Inc.

Healthcare
-3.18K
- 35.98%
$144.41 - $170.3 $460K - $542K
5.67K $883K
VEA
Vanguard Ftse Developed Market

ETFs
-14.4K
- 35.56%
$45.65 - $57.01 $659K - $823K
26.2K $1.49M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.83K
- 27.67%
$72.02 - $73.82 $564K - $578K
20.5K $1.51M
CBRE
Cbre Group, Inc.

Real Estate
-4.62K
- 51.31%
$113.94 - $140.12 $527K - $648K
4.39K $614K
MTZ
Mastec Inc

Industrials
-6.01K
- 70.14%
$106.07 - $171.99 $637K - $1.03M
2.56K $435K
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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