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Disclosery

Spire Wealth Management: XLI position timeline

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

Spire Wealth Management held 99,489 XLI 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 99,489 shares
    Change vs previous 13F -750 shares

    0.56% of the 13F portfolio, value $18,428,245.

    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 100,239 shares
    Change vs previous 13F -7,598 shares

    0.55% of the 13F portfolio, value $16,211,720.

    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 107,837 shares
    Change vs previous 13F -4,483 shares

    0.56% of the 13F portfolio, value $16,727,660.

    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 112,320 shares
    Change vs previous 13F -28,775 shares

    0.59% of the 13F portfolio, value $17,323,075.

    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 141,095 shares
    Change vs previous 13F -33,959 shares

    0.75% of the 13F portfolio, value $20,761,826.

    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 175,054 shares
    Change vs previous 13F +5,492 shares

    0.73% of the 13F portfolio, value $22,944,300.

    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 169,562 shares
    Change vs previous 13F +8,025 shares

    0.69% of the 13F portfolio, value $22,341,464.

    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 161,537 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $21,878,572.

    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).