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Spire Wealth Management’s ARK Next Generation Technology ETF ARKW Stock Holding History

Spire Wealth Management’s Portfolio ARKW Stock Details ARKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.1K Hold
180
– – ﹤0.01% 1363
2026
Q1 		$21.7K Hold
180
– – ﹤0.01% 1400
2025
Q4 		$26.6K Hold
180
– – ﹤0.01% 1379
2025
Q3 		$31.4K Hold
180
– – ﹤0.01% 1381
2025
Q2 		$26.6K Hold
180
– – ﹤0.01% 1411
2025
Q1 		$17K Buy
180
+100
+125% +$11K ﹤0.01% 1664
2024
Q4 		$8.64K Hold
80
– – ﹤0.01% 1879
2024
Q3 		$6.81K Hold
80
– – ﹤0.01% 1748
2024
Q2 		$6.24K Sell
80
-10
-11% -$771 ﹤0.01% 1774
2024
Q1 		$7.5K Hold
90
– – ﹤0.01% 1801
2023
Q4 		$6.3K Sell
90
-5
-5% -$311 ﹤0.01% 1901
2023
Q3 		$5.14K Sell
95
-482
-84% -$28.6K ﹤0.01% 1938
2023
Q2 		$33.8K Sell
577
-20
-3% -$1.04K ﹤0.01% 1369
2023
Q1 		$32K Buy
597
+145
+32% +$7.06K ﹤0.01% 1404
2022
Q4 		$17K Sell
452
-50
-10% -$2.19K ﹤0.01% 1425
2022
Q3 		$23K Sell
502
-808
-62% -$43.7K ﹤0.01% 1271
2022
Q2 		$64K Sell
1,310
-1,532
-54% -$95K ﹤0.01% 1190
2022
Q1 		$248K Sell
2,842
-455
-14% -$41.2K 0.01% 796
2021
Q4 		$391K Sell
3,297
-24
-0.7% -$3.4K 0.01% 790
2021
Q3 		$461K Sell
3,321
-4,796
-59% -$709K 0.01% 614
2021
Q2 		$1.25M Sell
8,117
-4,806
-37% -$689K 0.03% 368
2021
Q1 		$1.9M Buy
+12,923
New +$2.08M 0.05% 292

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Spire Wealth Management held its ARK Next Generation Technology ETF (ARKW) position steady in Q2 2026 at 180 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Spire Wealth Management first reported a position in ARKW in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.9M in Q1 2021. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Spire Wealth Management held 180 shares of ARK Next Generation Technology ETF worth $26.1K as of Q2 2026.
  • Spire Wealth Management left its ARK Next Generation Technology ETF share count unchanged in Q2 2026.
  • ARK Next Generation Technology ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1363 holding.
  • Spire Wealth Management first reported a position in ARK Next Generation Technology ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's ARK Next Generation Technology ETF position peaked at $1.9M in Q1 2021.
  • 227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

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