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Spire Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Spire Wealth Management’s Portfolio ARKK Stock Details ARKK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101K Sell
1,245
-2
-0.2% -$153 ﹤0.01% 978
2026
Q1 		$84.3K Sell
1,247
-92
-7% -$6.83K ﹤0.01% 1023
2025
Q4 		$103K Buy
1,339
+92
+7% +$7.62K ﹤0.01% 986
2025
Q3 		$108K Sell
1,247
-1,167
-48% -$89.2K ﹤0.01% 963
2025
Q2 		$170K Buy
2,414
+954
+65% +$52.6K 0.01% 808
2025
Q1 		$69.5K Sell
1,460
-1,813
-55% -$104K ﹤0.01% 1173
2024
Q4 		$186K Buy
3,273
+1,776
+119% +$95.2K 0.01% 841
2024
Q3 		$71.2K Sell
1,497
-810
-35% -$36.4K ﹤0.01% 1028
2024
Q2 		$101K Sell
2,307
-3,328
-59% -$149K ﹤0.01% 890
2024
Q1 		$282K Hold
5,635
– – 0.01% 681
2023
Q4 		$261K Sell
5,635
-6,536
-54% -$283K 0.01% 691
2023
Q3 		$483K Buy
12,171
+4,390
+56% +$194K 0.02% 483
2023
Q2 		$343K Sell
7,781
-28,953
-79% -$1.15M 0.01% 584
2023
Q1 		$1.48M Buy
36,734
+21,049
+134% +$807K 0.06% 277
2022
Q4 		$490K Sell
15,685
-8,044
-34% -$288K 0.03% 363
2022
Q3 		$895K Buy
23,729
+1,669
+8% +$74.3K 0.05% 227
2022
Q2 		$880K Sell
22,060
-6,801
-24% -$324K 0.04% 356
2022
Q1 		$1.92M Sell
28,861
-6,345
-18% -$448K 0.05% 289
2021
Q4 		$3.33M Sell
35,206
-934
-3% -$102K 0.07% 226
2021
Q3 		$4M Buy
36,140
+879
+2% +$106K 0.11% 184
2021
Q2 		$4.68M Buy
35,261
+4,068
+13% +$474K 0.13% 169
2021
Q1 		$3.52M Buy
+31,193
New +$4.22M 0.09% 198

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Spire Wealth Management reduced its ARK Innovation ETF (ARKK) stake by 0.16% in Q2 2026, selling an estimated $153 and leaving 1,245 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Spire Wealth Management first reported a position in ARKK in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.68M in Q2 2021. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Spire Wealth Management held 1,245 shares of ARK Innovation ETF worth $101K as of Q2 2026.
  • Spire Wealth Management sold 2 ARK Innovation ETF shares in Q2 2026, an estimated $153.
  • ARK Innovation ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #978 holding.
  • Spire Wealth Management first reported a position in ARK Innovation ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's ARK Innovation ETF position peaked at $4.68M in Q2 2021.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

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