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Disclosery

Spire Wealth Management: SPY position timeline

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

Spire Wealth Management held 59,066 SPY 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 59,066 shares
    Change vs previous 13F +1,636 shares

    1.33% of the 13F portfolio, value $44,108,614.

    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 57,430 shares
    Change vs previous 13F -1,358 shares

    1.27% of the 13F portfolio, value $37,348,234.

    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 58,788 shares
    Change vs previous 13F -4,217 shares

    1.34% of the 13F portfolio, value $40,088,397.

    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 63,005 shares
    Change vs previous 13F -1,642 shares

    1.43% of the 13F portfolio, value $41,972,820.

    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 64,647 shares
    Change vs previous 13F -25,305 shares

    1.43% of the 13F portfolio, value $39,942,019.

    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 89,952 shares
    Change vs previous 13F -1,101 shares

    1.61% of the 13F portfolio, value $50,317,981.

    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 91,053 shares
    Change vs previous 13F +3,702 shares

    1.66% of the 13F portfolio, value $53,364,259.

    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 87,351 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $50,118,281.

    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).