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Disclosery

Spire Wealth Management: XLE position timeline

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

Spire Wealth Management held 75,423 XLE 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 75,423 shares
    Change vs previous 13F -16,700 shares

    0.12% of the 13F portfolio, value $4,005,561.

    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 92,123 shares
    Change vs previous 13F +17,619 shares

    0.19% of the 13F portfolio, value $5,643,427.

    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 74,504 shares
    Change vs previous 13F +35,231 shares

    0.11% of the 13F portfolio, value $3,331,057.

    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 39,273 shares
    Change vs previous 13F -26,771 shares

    0.12% of the 13F portfolio, value $3,508,688.

    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 66,044 shares
    Change vs previous 13F -15,800 shares

    0.2% of the 13F portfolio, value $5,588,612.

    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 81,844 shares
    Change vs previous 13F -27,633 shares

    0.24% of the 13F portfolio, value $7,648,343.

    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 109,477 shares
    Change vs previous 13F +5,656 shares

    0.29% of the 13F portfolio, value $9,377,823.

    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 103,821 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $9,115,493.

    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).