SWM
DDEC icon

Spire Wealth Management’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Spire Wealth Management’s Portfolio DDEC Stock Details DDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$133K Sell
2,805
-2,157
-43% -$100K ﹤0.01% 904
2026
Q1 		$220K Sell
4,962
-30,434
-86% -$1.37M 0.01% 746
2025
Q4 		$1.6M Sell
35,396
-6,753
-16% -$299K 0.05% 300
2025
Q3 		$1.84M Sell
42,149
-27,536
-40% -$1.18M 0.06% 250
2025
Q2 		$2.91M Sell
69,685
-3,713
-5% -$148K 0.1% 163
2025
Q1 		$2.87M Buy
73,398
+34,128
+87% +$1.37M 0.09% 206
2024
Q4 		$1.58M Buy
39,270
+26,740
+213% +$1.07M 0.05% 286
2024
Q3 		$495K Sell
12,530
-8,205
-40% -$319K 0.02% 518
2024
Q2 		$799K Sell
20,735
-6,299
-23% -$237K 0.03% 392
2024
Q1 		$1.01M Buy
27,034
+822
+3% +$30.1K 0.02% 374
2023
Q4 		$946K Buy
26,212
+24,847
+1,820% +$858K 0.03% 373
2023
Q3 		$45.8K Sell
1,365
-890
-39% -$30.2K ﹤0.01% 1205
2023
Q2 		$76.1K Sell
2,255
-225
-9% -$7.34K ﹤0.01% 1059
2023
Q1 		$79.3K Buy
2,480
+1,655
+201% +$52K ﹤0.01% 1035
2022
Q4 		$25K Buy
+825
New +$25.1K ﹤0.01% 1269
2022
Q2 		– Sell
-265
Closed -$9K – 2684
2022
Q1 		$9K Buy
+265
New +$8.49K ﹤0.01% 2059

Other funds holding DDEC

RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

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

Spire Wealth Management reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 43% in Q2 2026, selling an estimated $100K and leaving 2,805 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Spire Wealth Management first reported a position in DDEC in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.91M in Q2 2025. 22 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

  • Spire Wealth Management held 2,805 shares of FT Vest US Equity Deep Buffer ETF December worth $133K as of Q2 2026.
  • Spire Wealth Management sold 2,157 FT Vest US Equity Deep Buffer ETF December shares in Q2 2026, an estimated $100K.
  • FT Vest US Equity Deep Buffer ETF December made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #904 holding.
  • Spire Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF December in Q1 2022 and has held it in 16 quarters since.
  • Spire Wealth Management's FT Vest US Equity Deep Buffer ETF December position peaked at $2.91M in Q2 2025.
  • 22 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

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