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Disclosery

Spire Wealth Management: XLK position timeline

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

Spire Wealth Management held 146,887 XLK 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 146,887 shares
    Change vs previous 13F -10,051 shares

    0.85% of the 13F portfolio, value $27,984,829.

    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 156,938 shares
    Change vs previous 13F -7,025 shares

    0.71% of the 13F portfolio, value $20,857,022.

    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 163,963 shares
    Change vs previous 13F +79,209 shares

    0.79% of the 13F portfolio, value $23,605,768.

    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 84,754 shares
    Change vs previous 13F +22,664 shares

    0.81% of the 13F portfolio, value $23,888,886.

    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 62,090 shares
    Change vs previous 13F +2,532 shares

    0.56% of the 13F portfolio, value $15,722,968.

    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 59,558 shares
    Change vs previous 13F +430 shares

    0.39% of the 13F portfolio, value $12,297,535.

    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 59,128 shares
    Change vs previous 13F -61,653 shares

    0.43% of the 13F portfolio, value $13,748,333.

    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 120,781 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $27,267,462.

    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).