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Disclosery

Spire Wealth Management: XLU position timeline

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

Spire Wealth Management held 131,824 XLU 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 131,824 shares
    Change vs previous 13F -3,467 shares

    0.18% of the 13F portfolio, value $5,976,209.

    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 135,291 shares
    Change vs previous 13F -15,527 shares

    0.21% of the 13F portfolio, value $6,208,510.

    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 150,818 shares
    Change vs previous 13F +63,086 shares

    0.22% of the 13F portfolio, value $6,438,438.

    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 87,732 shares
    Change vs previous 13F +795 shares

    0.26% of the 13F portfolio, value $7,651,095.

    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 86,937 shares
    Change vs previous 13F -14,759 shares

    0.25% of the 13F portfolio, value $7,086,021.

    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 101,696 shares
    Change vs previous 13F +26,292 shares

    0.26% of the 13F portfolio, value $8,018,716.

    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 75,404 shares
    Change vs previous 13F +1,448 shares

    0.18% of the 13F portfolio, value $5,707,318.

    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 73,956 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,974,159.

    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).