Spire Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Spire Wealth Management’s Portfolio AVDE Stock Details AVDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$544K	Sell	6,098 -3,510	-37%	-$315K	0.02%	540
2026 Q1	$815K	Buy	9,608 +879	+10%	+$76.4K	0.03%	418
2025 Q4	$719K	Buy	8,729 +3,408	+64%	+$273K	0.02%	462
2025 Q3	$420K	Sell	5,321 -175	-3%	-$13.3K	0.01%	576
2025 Q2	$407K	Buy	5,496 +262	+5%	+$18.3K	0.01%	556
2025 Q1	$347K	Buy	+5,234	New	+$340K	0.01%	675

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Spire Wealth Management reduced its Avantis International Equity ETF (AVDE) stake by 37% in Q2 2026, selling an estimated $315K and leaving 6,098 shares worth $544K. The position accounts for 0.02% of the portfolio, ranked #540.

Spire Wealth Management first reported a position in AVDE in Q1 2025 and has held it in 6 quarters since. The position peaked at $815K in Q1 2026. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Spire Wealth Management held 6,098 shares of Avantis International Equity ETF worth $544K as of Q2 2026.
Spire Wealth Management sold 3,510 Avantis International Equity ETF shares in Q2 2026, an estimated $315K.
Avantis International Equity ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #540 holding.
Spire Wealth Management first reported a position in Avantis International Equity ETF in Q1 2025 and has held it in 6 quarters since.
Spire Wealth Management's Avantis International Equity ETF position peaked at $815K in Q1 2026.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

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