Spire Wealth Management New Holdings in Q4 2025

Spire Wealth Management

  • $2.82 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
COPX
Global X Copper Miners ETF

ETFs
67.4K
New
$57.93 - $64.14 $3.9M - $4.32M
67.4K $4.12M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
60.5K
New
$24.18 - $24.45 $1.46M - $1.48M
60.5K $1.47M
FLMI
Franklin Dynamic Municipal Bon

ETFs
29.7K
New
$24.67 - $25.04 $733K - $744K
29.7K $739K
CRDO
Credo Technology Group Holding LTD

Technology
4.16K
New
$129.75 - $187.62 $540K - $781K
4.16K $605K
TTMI
Ttm Technologies Inc

Technology
7.64K
New
$53.58 - $70.5 $409K - $538K
7.64K $519K
KOMP
Spdr S&P Kensho New Economies

ETFs
7.94K
New
$60.1 - $65.57 $477K - $521K
7.94K $477K
VIST
Vista Energy, S.A.B. De C.V.

Energy
7.41K
New
$33.71 - $50.86 $250K - $377K
7.41K $361K
MARB
First Tr Exchange Traded Fd Ii

ETFs
15K
New
$20.21 - $20.69 $303K - $310K
15K $310K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
12.5K
New
$23.44 - $23.83 $294K - $299K
12.5K $295K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
10.8K
New
$23.54 - $23.83 $254K - $257K
10.8K $255K
UTHR
United Therapeutics Corp

Healthcare
309
New
$415.34 - $466.4 $128K - $144K
309 $144K
FPX
First Trust Us Equity Opportun

ETFs
638
New
$156.44 - $170.2 $99.8K - $109K
638 $100K
COHN
Cohen & CO Inc.

Financial Services
4.5K
New
$9.3 - $13.91 $41.9K - $62.6K
4.5K $62K
GFF
Griffon Corp

Industrials
700
New
$69.87 - $77.83 $48.9K - $54.5K
700 $48K
GVA
Granite Construction Inc

Industrials
400
New
$98.5 - $109.25 $39.4K - $43.7K
400 $41K
FT
Franklin Universal Trust

Financial Services
4.94K
New
$7.92 - $8.14 $39.1K - $40.2K
4.94K $39K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
537
New
$63.56 - $79.72 $34.1K - $42.8K
537 $37K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
797
New
$43.95 - $46.24 $35K - $36.9K
797 $35K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
694
New
$50.56 - $50.96 $35.1K - $35.4K
694 $35K
NTLA
Intellia Therapeutics, Inc.

Healthcare
4.07K
New
$8.67 - $27.98 $35.2K - $114K
4.07K $35K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
3.57K
New
$8.11 - $8.48 $29K - $30.3K
3.57K $29K
FIVE
Five Below, Inc

Consumer Cyclical
202
New
$138.49 - $161.57 $28K - $32.6K
202 $29K
AGQ
Pro Shares Trust Ii

ETFs
321
New
$74.46 - $97.42 $23.9K - $31.3K
321 $27K
MOD
Modine Manufacturing CO

Consumer Cyclical
200
New
$128.73 - $163.02 $25.7K - $32.6K
200 $26K
TIGO
Millicom International Cellular Sa

Communication Services
525
New
$45.81 - $50.81 $24.1K - $26.7K
525 $26K
PALL
Abrdn Palladium ETF Trust

ETFs
210
New
$114.08 - $147.62 $24K - $31K
210 $26K
AG
First Majestic Silver Corp

Basic Materials
2.1K
New
$10.67 - $15.33 $22.4K - $32.2K
2.1K $25K
SVXY
Pro Shares Trust Ii

ETFs
501
New
$45.77 - $51.07 $22.9K - $25.6K
501 $24K
WLDN
Willdan Group, Inc.

Industrials
255
New
$85.27 - $102.37 $21.7K - $26.1K
255 $23K
JMBS
Janus Detroit Str Tr Henderson

ETFs
494
New
$45.54 - $46.2 $22.5K - $22.8K
494 $22K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
2.2K
New
$9.2 - $9.74 $20.2K - $21.4K
2.2K $20K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
4.37K
New
$4.79 - $5.29 $20.9K - $23.1K
4.37K $20K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
500
New
$32.32 - $33.89 $16.2K - $16.9K
500 $16K
WTFC
Wintrust Financial Corp

Financial Services
123
New
$120.24 - $132.64 $14.8K - $16.3K
123 $15K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
506
New
$29.2 - $31.86 $14.8K - $16.1K
506 $15K
GMAB
Genmab A/S

Healthcare
484
New
$28.61 - $33.56 $13.8K - $16.2K
484 $14K
ATRO
Astronics Corp

Industrials
273
New
$44.98 - $50.75 $12.3K - $13.9K
273 $13K
OII
Oceaneering International Inc

Energy
567
New
$22.2 - $25.22 $12.6K - $14.3K
567 $13K
UPWK
Upwork, Inc

Industrials
734
New
$15.63 - $18.16 $11.5K - $13.3K
734 $12K
ENVA
Enova International, Inc.

Financial Services
91
New
$104.01 - $129.2 $9.46K - $11.8K
91 $11K
MPW
Medical Properties Trust Inc

Real Estate
2.06K
New
$4.86 - $5.54 $10K - $11.4K
2.06K $10K
IYC
Ishares U.S. Consumer Discreti

ETFs
100
New
$100.77 - $104.82 $10.1K - $10.5K
100 $10K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
120
New
$76.23 - $79.22 $9.15K - $9.51K
120 $9K
EXK
Endeavour Silver Corp

Basic Materials
1.2K
New
$7.2 - $10.15 $8.64K - $12.2K
1.2K $9K
EWBC
East West Bancorp Inc

Financial Services
79
New
$94.31 - $107.45 $7.45K - $8.49K
79 $8K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
130
New
N/A
130 $8K
GTLS
Chart Industries Inc

Industrials
44
New
$199.3 - $203.54 $8.77K - $8.96K
44 $8K
GLUE
Monte Rosa Therapeutics, Inc.

Healthcare
509
New
$7.38 - $14.36 $3.76K - $7.31K
509 $7K
HCSG
Healthcare Services Group Inc

Healthcare
451
New
$15.18 - $19.23 $6.85K - $8.67K
451 $7K
Activity Summary
Buys All Purchases 948 New Holdings 150 Increased Positions 798 Sells All Sells 812 Reductions 812 Sold out 0 Options Calls 0 Puts 0
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