Skip to content
Disclosery

Spire Wealth Management: XBI position timeline

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

Spire Wealth Management held 79,925 XBI 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 79,925 shares
    Change vs previous 13F +11,372 shares

    0.38% of the 13F portfolio, value $12,647,935.

    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 68,553 shares
    Change vs previous 13F -6,529 shares

    0.3% of the 13F portfolio, value $8,756,311.

    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 75,082 shares
    Change vs previous 13F +62,717 shares

    0.31% of the 13F portfolio, value $9,154,799.

    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 12,365 shares
    Change vs previous 13F -30 shares

    0.04% of the 13F portfolio, value $1,239,006.

    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 12,395 shares
    Change vs previous 13F -5,114 shares

    0.04% of the 13F portfolio, value $1,027,942.

    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 17,509 shares
    Change vs previous 13F +268 shares

    0.05% of the 13F portfolio, value $1,420,003.

    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 17,241 shares
    Change vs previous 13F +1,669 shares

    0.05% of the 13F portfolio, value $1,552,749.

    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 15,572 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,538,539.

    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).