SWM
ARKG icon

Spire Wealth Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Spire Wealth Management’s Portfolio ARKG Stock Details ARKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.3K Buy
363
+110
+43% +$3.5K ﹤0.01% 1522
2026
Q1 		$6.68K Hold
253
– – ﹤0.01% 1749
2025
Q4 		$7.33K Hold
253
– – ﹤0.01% 1818
2025
Q3 		$7.03K Sell
253
-55
-18% -$1.39K ﹤0.01% 1877
2025
Q2 		$7.5K Hold
308
– – ﹤0.01% 1817
2025
Q1 		$6.39K Hold
308
– – ﹤0.01% 1990
2024
Q4 		$7.25K Sell
308
-1
-0.3% -$25 ﹤0.01% 1937
2024
Q3 		$7.91K Sell
309
-28
-8% -$713 ﹤0.01% 1704
2024
Q2 		$7.92K Sell
337
-104
-24% -$2.63K ﹤0.01% 1707
2024
Q1 		$12.7K Buy
441
+65
+17% +$1.96K ﹤0.01% 1642
2023
Q4 		$10.8K Sell
376
-500
-57% -$13.6K ﹤0.01% 1735
2023
Q3 		$24.4K Sell
876
-362
-29% -$11.8K ﹤0.01% 1428
2023
Q2 		$42.2K Sell
1,238
-96
-7% -$3.02K ﹤0.01% 1265
2023
Q1 		$40.1K Buy
1,334
+471
+55% +$14.6K ﹤0.01% 1288
2022
Q4 		$24K Sell
863
-1,730
-67% -$54.9K ﹤0.01% 1292
2022
Q3 		$85K Sell
2,593
-2,060
-44% -$75.6K 0.01% 759
2022
Q2 		$147K Sell
4,653
-5,432
-54% -$190K 0.01% 874
2022
Q1 		$463K Sell
10,085
-3,049
-23% -$145K 0.01% 599
2021
Q4 		$804K Sell
13,134
-1,153
-8% -$79.7K 0.02% 544
2021
Q3 		$1.07M Sell
14,287
-226
-2% -$19K 0.03% 396
2021
Q2 		$1.34M Sell
14,513
-4,919
-25% -$418K 0.04% 357
2021
Q1 		$1.7M Buy
+19,432
New +$1.93M 0.05% 319

Other funds holding ARKG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spire Wealth Management's ARKG Position: Q2 2026 in Review

Spire Wealth Management increased its ARK Genomic Revolution ETF (ARKG) stake by 43% in Q2 2026, buying an estimated $3.5K and bringing the position to 363 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Spire Wealth Management first reported a position in ARKG in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.7M in Q1 2021. 271 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

  • Spire Wealth Management held 363 shares of ARK Genomic Revolution ETF worth $15.3K as of Q2 2026.
  • Spire Wealth Management bought 110 ARK Genomic Revolution ETF shares in Q2 2026, an estimated $3.5K.
  • ARK Genomic Revolution ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1522 holding.
  • Spire Wealth Management first reported a position in ARK Genomic Revolution ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's ARK Genomic Revolution ETF position peaked at $1.7M in Q1 2021.
  • 271 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.