Spire Wealth Management ETFs

Spire Wealth Management

$3.02 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPMO Invesco ETF Tr Ii S&P 500 Mome	$0	$563,000 0.02% of portfolio	6,087	Q1 2025 Added 113.65%
LGOV First Tr ETF Iv Long Duration	$0	$558,000 0.02% of portfolio	25,974	Q1 2025 Reduced 0.99%
HNDL Strategy Shs	$0	$551,000 0.02% of portfolio	26,137	Q1 2025 Reduced 49.61%
XAR Spdr S&P Aerospace & Defense E	$0	$550,000 0.02% of portfolio	3,424	Q1 2025 Reduced 33.76%
PTLC Pacer Fds Tr Trendpilot Us Lar	$0	$546,000 0.02% of portfolio	10,631	Q3 2024 Reduced 0.28%
XMMO Invesco Exchange Traded Fd Tr	$0	$545,000 0.02% of portfolio	4,798	Q1 2025 Reduced 25.85%
PFEB Innovator U.S. Equity Power Bu	$0	$535,000 0.02% of portfolio	14,957	Q1 2025 Added 9.86%
UJUL Innovator U.S. Equity Ultra Bu	$0	$512,000 0.02% of portfolio	15,278	Q1 2025 Reduced 48.9%
PRF Invesco Exchange Traded Fd Tr	$0	$506,000 0.02% of portfolio	12,542	Q1 2025 Reduced 7.62%
EWW Ishares Inc Msci Mexico ETF	$0	$492,000 0.02% of portfolio	8,642	Q4 2024 Reduced 11.48%
ROBO Robo Global Robotics And Autom	$0	$490,000 0.02% of portfolio	9,531	Q1 2025 Reduced 8.61%
FPEI First Tr ETF Iii Instl Pfd Sec	$0	$474,000 0.02% of portfolio	25,363	Q1 2025 Reduced 2.22%
IBB Ishares Biotechnology ETF	$0	$471,000 0.02% of portfolio	3,690	Q1 2025 Reduced 13.66%
SCHM Schwab Strategic U.S. Mid Cap	$0	$465,000 0.02% of portfolio	17,759	Q1 2025 Reduced 4.34%
BOCT Innovator U.S. Equity Buffer E	$0	$463,000 0.02% of portfolio	11,014	Q1 2025 Reduced 35.36%
DUHP Dimensional ETF Tr Dimensional	$0	$462,000 0.02% of portfolio	13,953	Q1 2025 New
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$461,000 0.02% of portfolio	5,805	Q1 2025 Added 10.05%
STLG Ishares Factors Us Growth Styl	$0	$458,000 0.02% of portfolio	9,111	Q1 2025 Added 5.92%
AIVL Wisdomtree U.S. Ai Enhanced Va	$0	$458,000 0.02% of portfolio	4,180	Q1 2025 Added 0.02%
SCHV Schwab Strategic Tr Us Large C	$0	$457,000 0.02% of portfolio	17,196	Q1 2025 Reduced 52.58%
UAUG Innovator U.S. Equity Ultra Bu	$0	$456,000 0.02% of portfolio	13,175	Q1 2025 Reduced 24.41%
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$449,000 0.01% of portfolio	19,206	Q1 2025 Reduced 2.04%
SPGM Spdr Index Shs Fds S Spdr Port	$0	$449,000 0.01% of portfolio	7,204	Q4 2024 Added 2.14%
IQLT Ishares Msci Intl Quality Fact	$0	$448,000 0.01% of portfolio	11,311	Q1 2025 Added 0.07%
BCD Abrdn Etfs Abrdn Bloomberg All	$0	$448,000 0.01% of portfolio	13,128	Q1 2025 Added 0.23%
PIO Invesco Exchange Traded Fd Tr	$0	$446,000 0.01% of portfolio	11,130	Q3 2024 Added 0.01%
IWV Ishares Russell 3000 ETF	$0	$439,000 0.01% of portfolio	1,385	Q1 2025 Added 9.49%
SPHQ Invesco Exchange Traded Fd Tr	$0	$439,000 0.01% of portfolio	6,628	Q1 2025 Reduced 2.27%
IVOV Vanguard S&P Mid Cap 400 Value	$0	$438,000 0.01% of portfolio	4,769	Q4 2023 Reduced 2.25%
KURE Kraneshares Tr Msci All China	$0	$436,000 0.01% of portfolio	27,950	Q1 2025 Reduced -0.0%
DFSV Dimensional ETF Tr Dimensional	$0	$431,000 0.01% of portfolio	15,342	Q1 2025 Added 28.85%
SJNK Spdr Bloomberg Short Term High	$0	$427,000 0.01% of portfolio	17,002	Q1 2025 Added 0.64%
MOO Vaneck Vectors ETF Tr Vaneck A	$0	$427,000 0.01% of portfolio	6,296	Q1 2025 Reduced 0.63%
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$420,000 0.01% of portfolio	6,671	Q1 2025 Reduced 2.14%
IWN Ishares Russell2000 Val ETF	$0	$418,000 0.01% of portfolio	2,774	Q1 2025 Reduced 0.72%
NOBL Proshares S&P 500 Dividend Ari	$0	$418,000 0.01% of portfolio	4,099	Q1 2025 Reduced 0.34%
BOTZ Global X Fds	$0	$417,000 0.01% of portfolio	14,683	Q3 2024 Reduced 72.5%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$410,000 0.01% of portfolio	5,500	Q1 2025 Added 0.13%
PPA Invesco Exchange Traded Fd Tr	$0	$410,000 0.01% of portfolio	3,518	Q1 2025 Added 10.35%
SPIB Spdr Portfolio Intermediate Te	$0	$403,000 0.01% of portfolio	12,151	Q1 2025 New
PMAY Innovator Etfs Tr S&P 500 Pwr	$0	$399,000 0.01% of portfolio	11,165	Q1 2025 Reduced 1.32%
FXZ First Tr Exchange Traded Fd Fi	$0	$396,000 0.01% of portfolio	7,155	Q4 2023 Reduced 2.05%
IDEV Ishares Core Msci Intl Develop	$0	$391,000 0.01% of portfolio	5,678	Q1 2025 Reduced 12.91%
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$388,000 0.01% of portfolio	16,340	Q1 2025 Added 1,067.14%
ICSH Blackrock Ultra Short Term Bon	$0	$388,000 0.01% of portfolio	7,668	Q1 2025 Added 0.25%
IYH Ishares Tr	$0	$382,000 0.01% of portfolio	6,277	Q1 2025 Reduced 2.85%
IWC Russell Micro Cap ETF	$0	$381,000 0.01% of portfolio	3,443	Q1 2025 Reduced 0.03%
VLUE Ishares Msci Usa Value Factor	$0	$374,000 0.01% of portfolio	3,509	Q1 2025 Added 6.66%
VDC Vanguard Consumer Staples ETF	$0	$374,000 0.01% of portfolio	1,710	Q1 2025 Reduced 12.35%
PDP Invesco Exchange Traded Fd Tr	$0	$369,000 0.01% of portfolio	3,693	Q4 2024 Reduced 3.43%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.