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Disclosery

Spire Wealth Management: XLP position timeline

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

Spire Wealth Management held 69,217 XLP 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 69,217 shares
    Change vs previous 13F -5,167 shares

    0.17% of the 13F portfolio, value $5,749,741.

    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 74,384 shares
    Change vs previous 13F -2,276 shares

    0.21% of the 13F portfolio, value $6,097,990.

    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 76,660 shares
    Change vs previous 13F -13,083 shares

    0.2% of the 13F portfolio, value $5,954,946.

    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 89,743 shares
    Change vs previous 13F -37,855 shares

    0.24% of the 13F portfolio, value $7,033,189.

    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 127,598 shares
    Change vs previous 13F -30,939 shares

    0.37% of the 13F portfolio, value $10,311,921.

    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 158,537 shares
    Change vs previous 13F +22,393 shares

    0.41% of the 13F portfolio, value $12,947,736.

    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 136,144 shares
    Change vs previous 13F -3,563 shares

    0.33% of the 13F portfolio, value $10,702,306.

    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 139,707 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $11,595,699.

    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).