Skip to content
Disclosery

Spire Wealth Management: XLRE position timeline

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

Spire Wealth Management held 59,276 XLRE 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 59,276 shares
    Change vs previous 13F -2,144 shares

    0.08% of the 13F portfolio, value $2,610,112.

    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 61,420 shares
    Change vs previous 13F -7,962 shares

    0.09% of the 13F portfolio, value $2,507,774.

    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 69,382 shares
    Change vs previous 13F -2,007 shares

    0.09% of the 13F portfolio, value $2,799,567.

    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 71,389 shares
    Change vs previous 13F +20,058 shares

    0.1% of the 13F portfolio, value $3,007,627.

    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 51,331 shares
    Change vs previous 13F -14,410 shares

    0.08% of the 13F portfolio, value $2,119,766.

    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 65,741 shares
    Change vs previous 13F -36,071 shares

    0.09% of the 13F portfolio, value $2,751,267.

    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 101,812 shares
    Change vs previous 13F +2,677 shares

    0.13% of the 13F portfolio, value $4,140,709.

    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 99,135 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,428,365.

    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).