Spire Wealth Management Portfolio Holdings
Q3 2025•2,342 long positions•$2.9B portfolio value
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Holding2,500 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $163.4M 5.56% | +$24.1M Bought | — 244.1K shares | 208.0K → 244.1K +$24.1M | +17.33% | — — | Q1 2021 Held for 4y 8m | |
Semiconductors Technology | $113.9M 3.88% | +$3.0M Bought | 0.003% 610.6K shares | 594.8K → 610.6K +$3.0M | +2.67% | $4.54T Mega Cap | Q1 2021 Held for 4y 8m | |
Consumer Electronics Technology | $97.7M 3.33% | -$1.0M Sold | 0.003% 383.9K shares | 387.9K → 383.9K −$1.0M | -1.04% | $3.78T Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $72.7M 2.47% | -$13.1M Sold | — 1.4M shares | 1.7M → 1.4M −$13.1M | -15.26% | — — | Q1 2021 Held for 4y 8m | |
Software - Infrastructure Technology | $70.5M 2.4% | +$1.9M Bought | 0.002% 136.2K shares | 132.4K → 136.2K +$1.9M | +2.84% | $3.85T Mega Cap | Q1 2021 Held for 4y 8m | |
Specialty Retail Consumer Cyclical | $70.0M 2.38% | +$2.4M Bought | 0.003% 318.8K shares | 308.0K → 318.8K +$2.4M | +3.5% | $2.34T Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $64.3M 2.19% | -$3.4M Sold | — 86.1K shares | 90.7K → 86.1K −$3.4M | -5.07% | — — | Q1 2021 Held for 4y 8m | |
Internet Content & Information Communication Services | $48.5M 1.65% | +$2.3M Bought | 0.002% 199.5K shares | 189.9K → 199.5K +$2.3M | +5.02% | $2.95T Mega Cap | Q1 2021 Held for 4y 8m | |
Internet Content & Information Communication Services | $42.1M 1.44% | +$583.1K Bought | 0.002% 57.4K shares | 56.6K → 57.4K +$583.1K | +1.4% | $1.84T Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $42.0M 1.43% | -$1.1M Sold | — 63.0K shares | 64.6K → 63.0K −$1.1M | -2.54% | — — | Q1 2021 Held for 4y 8m | |
Semiconductors Technology | $33.2M 1.13% | +$10.7M Bought | 0.002% 100.7K shares | 68.2K → 100.7K +$10.7M | +47.61% | $1.56T Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $30.4M 1.03% | -$5.7M Sold | — 563.5K shares | 668.7K → 563.5K −$5.7M | -15.73% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $29.2M 0.993% | -$392.1K Sold | — 290.8K shares | 294.7K → 290.8K −$392.1K | -1.33% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $26.0M 0.884% | +$176.0K Bought | — 297.4K shares | 295.4K → 297.4K +$176.0K | +0.68% | — — | Q1 2021 Held for 4y 8m | |
Discount Stores Consumer Defensive | $25.8M 0.88% | +$1.5M Bought | 0.006% 27.9K shares | 26.3K → 27.9K +$1.5M | +6.09% | $410.27B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $25.0M 0.85% | -$1.5M Sold | — 120.9K shares | 128.0K → 120.9K −$1.5M | -5.56% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $24.4M 0.832% | +$2.9M Bought | — 39.9K shares | 35.2K → 39.9K +$2.9M | +13.32% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $24.2M 0.824% | -$121.3K Sold | — 200.6K shares | 201.6K → 200.6K −$121.3K | -0.5% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $23.9M 0.813% | +$6.4M Bought | — 84.8K shares | 62.1K → 84.8K +$6.4M | +36.5% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $23.8M 0.812% | -$1.6M Sold | — 144.9K shares | 154.7K → 144.9K −$1.6M | -6.33% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $23.7M 0.808% | -$188.3K Sold | — 50.6K shares | 51.0K → 50.6K −$188.3K | -0.79% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $23.4M 0.797% | -$266.6K Sold | — 506.5K shares | 512.2K → 506.5K −$266.6K | -1.13% | — — | Q1 2021 Held for 4y 8m | |
Banks - Diversified Financial Services | $23.0M 0.785% | +$2.1M Bought | 0.003% 73.0K shares | 66.5K → 73.0K +$2.1M | +9.81% | $867.35B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $22.8M 0.775% | -$280.1K Sold | — 663.9K shares | 672.1K → 663.9K −$280.1K | -1.22% | — — | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $22.7M 0.773% | +$1.2M Bought | 0.001% 93.3K shares | 88.5K → 93.3K +$1.2M | +5.4% | $2.95T Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $21.9M 0.745% | -$377.8K Sold | — 117.4K shares | 119.4K → 117.4K −$377.8K | -1.7% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $21.8M 0.743% | -$66.4M Sold | — 467.3K shares | 1.9M → 467.3K −$66.4M | -75.26% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $21.0M 0.715% | -$3.3M Sold | — 177.4K shares | 205.1K → 177.4K −$3.3M | -13.5% | — — | Q1 2021 Held for 4y 8m | |
Drug Manufacturers - General Healthcare | $20.7M 0.705% | -$105.3K Sold | 0.003% 27.1K shares | 27.3K → 27.1K −$105.3K | -0.51% | $684.00B Mega Cap | Q1 2021 Held for 4y 8m | |
Entertainment Communication Services | $19.8M 0.675% | +$570.7K Bought | 0.004% 16.5K shares | 16.0K → 16.5K +$570.7K | +2.97% | $509.45B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $19.8M 0.673% | -$205.3K Sold | — 415.4K shares | 419.7K → 415.4K −$205.3K | -1.03% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $19.2M 0.654% | +$968.4K Bought | — 171.2K shares | 162.6K → 171.2K +$968.4K | +5.31% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $19.0M 0.648% | -$9.9M Sold | — 31.7K shares | 48.1K → 31.7K −$9.9M | -34.17% | — — | Q1 2021 Held for 4y 8m | |
Financial - Credit Services Financial Services | $18.9M 0.644% | +$1.3M Bought | 0.004% 33.2K shares | 31.0K → 33.2K +$1.3M | +7.25% | $514.21B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $18.8M 0.642% | +$11.2M Bought | — 366.3K shares | 149.2K → 366.3K +$11.2M | +145.6% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $17.9M 0.608% | -$175.1K Sold | — 246.4K shares | 248.9K → 246.4K −$175.1K | -0.97% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $17.3M 0.59% | -$4.4M Sold | — 112.3K shares | 141.1K → 112.3K −$4.4M | -20.39% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $17.2M 0.585% | -$3.7M Sold | — 43.3K shares | 52.8K → 43.3K −$3.7M | -17.86% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $16.9M 0.574% | -$926.1K Sold | — 255.6K shares | 269.7K → 255.6K −$926.1K | -5.21% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $16.1M 0.548% | +$16.1M Bought | — 297.2K shares | 33.0 → 297.2K +$16.1M | +900,615.15% | — — | Q4 2024 Held for 11 months | |
Software - Application Technology | $15.0M 0.512% | +$188.0K Bought | 0.007% 153.6K shares | 151.6K → 153.6K +$188.0K | +1.27% | $204.31B Mega Cap | Q1 2021 Held for 4y 8m | |
Discount Stores Consumer Defensive | $14.8M 0.505% | +$366.4K Bought | 0.002% 143.8K shares | 140.3K → 143.8K +$366.4K | +2.53% | $821.68B Mega Cap | Q1 2021 Held for 4y 8m | |
Software - Infrastructure Technology | $14.6M 0.498% | +$93.6K Bought | 0.003% 80.2K shares | 79.7K → 80.2K +$93.6K | +0.64% | $432.76B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $14.6M 0.496% | -$611.4K Sold | — 224.2K shares | 233.6K → 224.2K −$611.4K | -4.03% | — — | Q1 2021 Held for 4y 8m | |
Software - Infrastructure Technology | $14.3M 0.488% | +$2.4M Bought | 0.012% 29.2K shares | 24.4K → 29.2K +$2.4M | +19.89% | $123.06B Large Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $14.1M 0.479% | -$142.5K Sold | — 315.0K shares | 318.2K → 315.0K −$142.5K | -1.0% | — — | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $13.8M 0.47% | -$1.3M Sold | 0.001% 27.4K shares | 30.0K → 27.4K −$1.3M | -8.64% | $1.08T Mega Cap | Q1 2021 Held for 4y 8m | |
Financial - Credit Services Financial Services | $13.7M 0.467% | -$169.3K Sold | 0.002% 40.2K shares | 40.7K → 40.2K −$169.3K | -1.22% | $662.60B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $12.9M 0.438% | -$7.7M Sold | — 92.5K shares | 148.1K → 92.5K −$7.7M | -37.57% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $12.8M 0.437% | -$273.9K Sold | — 137.5K shares | 140.5K → 137.5K −$273.9K | -2.09% | — — | Q1 2021 Held for 4y 8m |
