Skip to content
Disclosery

Spire Wealth Management: SDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spire Wealth Management on SDY, newest first. How the timeline and the estimate are built.

Spire Wealth Management held 14,009 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,009 shares
    Change vs previous 13F -29 shares

    0.06% of the 13F portfolio, value $2,131,914.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,038 shares
    Change vs previous 13F -54 shares

    0.07% of the 13F portfolio, value $2,048,727.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,092 shares
    Change vs previous 13F -487 shares

    0.07% of the 13F portfolio, value $1,961,050.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,579 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $2,041,827.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,574 shares
    Change vs previous 13F -364 shares

    0.07% of the 13F portfolio, value $1,978,126.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,938 shares
    Change vs previous 13F -768 shares

    0.06% of the 13F portfolio, value $2,026,850.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,706 shares
    Change vs previous 13F -35 shares

    0.06% of the 13F portfolio, value $2,074,712.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,741 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,235,794.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).