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Disclosery

Spire Wealth Management: XLC position timeline

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

Spire Wealth Management held 143,550 XLC 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 143,550 shares
    Change vs previous 13F -10,881 shares

    0.46% of the 13F portfolio, value $15,383,864.

    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 154,431 shares
    Change vs previous 13F -21,119 shares

    0.58% of the 13F portfolio, value $17,120,239.

    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 175,550 shares
    Change vs previous 13F -1,827 shares

    0.69% of the 13F portfolio, value $20,665,758.

    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 177,377 shares
    Change vs previous 13F -27,673 shares

    0.71% of the 13F portfolio, value $20,996,077.

    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 205,050 shares
    Change vs previous 13F -52,954 shares

    0.8% of the 13F portfolio, value $22,200,433.

    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 258,004 shares
    Change vs previous 13F -1,614 shares

    0.8% of the 13F portfolio, value $24,884,483.

    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 259,618 shares
    Change vs previous 13F +4,541 shares

    0.78% of the 13F portfolio, value $25,133,626.

    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 255,077 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $23,058,934.

    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).