Spire Wealth Management Sells in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-2.08K
- 16.74%
$68.45 - $79.52 $142K - $165K
10.3K $820K
VLO
Valero Energy Corp

Energy
-1.02K
- 49.68%
$104.69 - $141.77 $107K - $145K
1.04K $139K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-2.18K
- 78.05%
$53.5 - $71.62 $117K - $156K
613 $43K
IXJ
Ishares Global Healthcare ETF

ETFs
-466
- 2.63%
$82.3 - $90.02 $38.4K - $41.9K
17.3K $1.49M
CION
Cion Investment Corp

Financial Services
-12.3K
- 75.82%
$8.68 - $10.48 $107K - $129K
3.93K $37K
BRO
Brown & Brown, Inc.

Financial Services
-1.04K
- 91.24%
$104.48 - $124.43 $109K - $130K
100 $11K
MLM
Martin Marietta Materials Inc

Basic Materials
-396
- 31.68%
$452.51 - $568.19 $179K - $225K
854 $468K
IFF
International Flavors & Fragrances Inc

Basic Materials
-1.57K
- 47.87%
$66.85 - $79.33 $105K - $125K
1.71K $125K
PSLV
Sprott Physical Silver Trust

Financial Services
-21.6K
- 10.14%
$9.98 - $12.51 $216K - $270K
191K $2.34M
CME
Cme Group Inc.

Financial Services
-513
- 38.03%
$252.37 - $290.71 $129K - $149K
836 $230K
XEL
Xcel Energy Inc

Utilities
-1.55K
- 21.76%
$65.65 - $72.39 $102K - $112K
5.59K $380K
SYK
Stryker Corp

Healthcare
-520
- 14.97%
$337.37 - $395.63 $175K - $206K
2.95K $1.17M
MUB
Ishares National Muni Bond ETF

ETFs
-1.11K
- 12.68%
$102.31 - $105.8 $113K - $117K
7.63K $796K
IVT
Inven Trust Properties Corp.

Real Estate
-4.04K
- 64.61%
$25.97 - $29.73 $105K - $120K
2.22K $60K
SO
Southern CO

Utilities
-1.29K
- 9.38%
$84.91 - $92.56 $110K - $119K
12.5K $1.15M
CL
Colgate Palmolive CO

Consumer Defensive
-1.15K
- 23.01%
$87.57 - $96.0 $101K - $111K
3.86K $350K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.29K
- 8.44%
$162.76 - $195.77 $210K - $253K
14K $2.73M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.56K
- 54.84%
$32.66 - $40.75 $116K - $145K
2.93K $118K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.16K
- 3.32%
$75.05 - $77.34 $162K - $167K
63K $4.87M
SPYG
Spdr Portfolio

ETFs
-3.17K
- 25.35%
$71.83 - $95.32 $228K - $302K
9.34K $889K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-1.06K
- 99.44%
$94.92 - $114.85 $101K - $122K
6 $0
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-669
- 41.09%
$201.28 - $266.34 $135K - $178K
959 $255K
FDX
Fedex Corp

Industrials
-440
- 49.55%
$198.07 - $245.17 $87.2K - $108K
448 $101K
BHP
Bhp Group LTD

Basic Materials
-2.26K
- 69.36%
$40.22 - $50.88 $90.9K - $115K
998 $47K
FQAL
Fidelity Covington Tr Quality

ETFs
-1.78K
- 72.95%
$57.29 - $69.63 $102K - $124K
660 $45K
FV
First Trust Dorsey Wright Focu

ETFs
-2.67K
- 24.09%
$48.43 - $59.26 $129K - $158K
8.42K $498K
FTA
First Tr Large Cap Value

ETFs
-1.48K
- 47.6%
$67.12 - $78.63 $99K - $116K
1.62K $127K
VOX
Vanguard Communication Service

ETFs
-1.49K
- 23.17%
$133.12 - $171.03 $198K - $255K
4.94K $844K
LAMR
Lamar Advertising CO

Real Estate
-1.02K
- 53.77%
$102.35 - $121.67 $104K - $124K
877 $106K
MMM
3 M CO

Industrials
-843
- 22.58%
$126.09 - $154.15 $106K - $130K
2.89K $440K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.13K
- 43.93%
$20.42 - $25.3 $105K - $130K
6.55K $165K
MTD
Mettler Toledo International Inc

Healthcare
-91
- 39.74%
$970.15 - $1216.57 $88.3K - $111K
138 $162K
VTR
Ventas, Inc.

Real Estate
-1.47K
- 52.28%
$62.45 - $70.08 $91.5K - $103K
1.34K $84K
TT
Trane Technologies PLC

Industrials
-3.04K
- 24.99%
$315.21 - $437.41 $958K - $1.33M
9.13K $3.99M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-1.28K
- 34.52%
$89.44 - $108.59 $114K - $138K
2.42K $262K
SON
Sonoco Products CO

Consumer Cyclical
-2.11K
- 52.56%
$40.6 - $47.93 $85.5K - $101K
1.9K $82K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3.06K
- 24.41%
$35.77 - $42.27 $109K - $129K
9.48K $400K
PLD
Prologis, Inc.

Real Estate
-760
- 19.93%
$89.76 - $112.34 $68.2K - $85.4K
3.05K $321K
DHI
Horton D R Inc

Consumer Cyclical
-823
- 68.64%
$115.1 - $129.63 $94.7K - $107K
376 $48K
DFAX
Dimensional ETF Tr
-3.97K
- 93.1%
$23.37 - $29.39 $92.7K - $117K
294 $8K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.46K
- 4.39%
$81.46 - $94.63 $201K - $233K
53.7K $5.08M
CLX
Clorox CO

Consumer Defensive
-653
- 74.8%
$118.01 - $148.69 $77.1K - $97.1K
220 $26K
PAA
Plains All American Pipeline LP

Energy
-3.6K
- 17.14%
$16.03 - $20.28 $57.8K - $73.1K
17.4K $319K
IXG
Ishares Global Fin'L ETF

ETFs
-1.11K
- 40.83%
$90.79 - $110.82 $101K - $123K
1.61K $178K
WY
Weyerhaeuser CO

Real Estate
-3.03K
- 46.2%
$24.69 - $29.48 $74.7K - $89.2K
3.53K $90K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.26K
- 84.82%
$71.28 - $83.74 $90K - $106K
226 $18K
MBB
Ishares Tr

ETFs
-1.07K
- 6.86%
$91.41 - $94.22 $98.1K - $101K
14.6K $1.37M
IYH
Ishares Tr

ETFs
-1.26K
- 20.04%
$53.97 - $60.17 $67.9K - $75.7K
5.02K $283K
MAA
Mid America Apartment Communities Inc.

Real Estate
-517
- 49.95%
$145.91 - $168.0 $75.4K - $86.9K
518 $76K
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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