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Disclosery

Spire Wealth Management: XLF position timeline

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

Spire Wealth Management held 461,922 XLF 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 461,922 shares
    Change vs previous 13F -20,164 shares

    0.75% of the 13F portfolio, value $24,768,386.

    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 482,086 shares
    Change vs previous 13F -60,028 shares

    0.81% of the 13F portfolio, value $23,800,609.

    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 542,114 shares
    Change vs previous 13F -21,434 shares

    0.99% of the 13F portfolio, value $29,691,579.

    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 563,548 shares
    Change vs previous 13F -105,188 shares

    1.03% of the 13F portfolio, value $30,358,312.

    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 668,736 shares
    Change vs previous 13F -152,985 shares

    1.25% of the 13F portfolio, value $34,940,084.

    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 821,721 shares
    Change vs previous 13F +63,594 shares

    1.31% of the 13F portfolio, value $40,929,946.

    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 758,127 shares
    Change vs previous 13F +32,932 shares

    1.14% of the 13F portfolio, value $36,640,257.

    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 725,195 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $32,865,845.

    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).