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Disclosery

Spire Wealth Management: XLY position timeline

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

Spire Wealth Management held 17,885 XLY 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 17,885 shares
    Change vs previous 13F -2,803 shares

    0.06% of the 13F portfolio, value $2,097,542.

    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 20,688 shares
    Change vs previous 13F -3,350 shares

    0.08% of the 13F portfolio, value $2,254,529.

    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 24,038 shares
    Change vs previous 13F +15,152 shares

    0.1% of the 13F portfolio, value $2,870,363.

    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 8,886 shares
    Change vs previous 13F -5,446 shares

    0.07% of the 13F portfolio, value $2,129,518.

    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 14,332 shares
    Change vs previous 13F -5,406 shares

    0.11% of the 13F portfolio, value $3,114,680.

    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 19,738 shares
    Change vs previous 13F -325 shares

    0.12% of the 13F portfolio, value $3,897,434.

    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 20,063 shares
    Change vs previous 13F +3,297 shares

    0.14% of the 13F portfolio, value $4,501,119.

    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 16,766 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,359,441.

    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).