SWM
ARTY

Spire Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Spire Wealth Management’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.8K Buy
254
+4
+2% +$201 ﹤0.01% 1567
2025
Q4 		$12K Hold
250
– – ﹤0.01% 1649
2025
Q3 		$11.4K Buy
250
+100
+67% +$4.3K ﹤0.01% 1704
2025
Q2 		$6.15K Buy
150
+50
+50% +$1.75K ﹤0.01% 1886
2025
Q1 		$3.15K Hold
100
– – ﹤0.01% 2180
2024
Q4 		$3.71K Hold
100
– – ﹤0.01% 2114
2024
Q3 		$3.42K Buy
+100
New +$3.32K ﹤0.01% 1902
2024
Q2 		– Sell
-70
Closed -$2.41K – 2412
2024
Q1 		$2.41K Sell
70
-153
-69% -$5.15K ﹤0.01% 2054
2023
Q4 		$7.34K Buy
223
+39
+21% +$1.24K ﹤0.01% 1839
2023
Q3 		$5.62K Buy
184
+27
+17% +$871 ﹤0.01% 1916
2023
Q2 		$5.19K Buy
+157
New +$4.82K ﹤0.01% 1990

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return