SWM
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Spire Wealth Management’s Strive US Energy ETF DRLL Stock Holding History

Spire Wealth Management’s Portfolio DRLL Stock Details DRLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.6K Hold
825
– – ﹤0.01% 1348
2026
Q1 		$32.6K Hold
825
– – ﹤0.01% 1287
2025
Q4 		$23.5K Hold
825
– – ﹤0.01% 1425
2025
Q3 		$23.7K Hold
825
– – ﹤0.01% 1473
2025
Q2 		$22.4K Sell
825
-300
-27% -$7.97K ﹤0.01% 1474
2025
Q1 		$33.4K Buy
1,125
+100
+10% +$2.87K ﹤0.01% 1427
2024
Q4 		$28K Buy
+1,025
New +$29.6K ﹤0.01% 1506

Other funds holding DRLL

VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

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

Spire Wealth Management held its Strive US Energy ETF (DRLL) position steady in Q2 2026 at 825 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Spire Wealth Management first reported a position in DRLL in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.4K in Q1 2025. 11 funds tracked by Wall St. Rank hold DRLL as of Q2 2026.

  • Spire Wealth Management held 825 shares of Strive US Energy ETF worth $27.6K as of Q2 2026.
  • Spire Wealth Management left its Strive US Energy ETF share count unchanged in Q2 2026.
  • Strive US Energy ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1348 holding.
  • Spire Wealth Management first reported a position in Strive US Energy ETF in Q4 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's Strive US Energy ETF position peaked at $33.4K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q2 2026.

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