SWM
BTC

Spire Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Spire Wealth Management’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$428K Sell
16,504
-334
-2% -$10.6K 0.01% 586
2026
Q1 		$505K Sell
16,838
-2,846
-14% -$96.2K 0.02% 537
2025
Q4 		$762K Sell
19,684
-9,190
-32% -$407K 0.03% 447
2025
Q3 		$1.46M Buy
28,874
+983
+4% +$49.9K 0.05% 309
2025
Q2 		$1.33M Buy
27,891
+6,156
+28% +$269K 0.05% 312
2025
Q1 		$793K Sell
21,735
-394
-2% -$16.3K 0.03% 458
2024
Q4 		$927K Buy
+22,129
New +$814K 0.03% 410

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

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

Spire Wealth Management reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 2% in Q2 2026, selling an estimated $10.6K and leaving 16,504 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #586.

Spire Wealth Management first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Spire Wealth Management held 16,504 shares of Grayscale Bitcoin Mini Trust ETF worth $428K as of Q2 2026.
  • Spire Wealth Management sold 334 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $10.6K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #586 holding.
  • Spire Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $1.46M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

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