Spire Wealth Management
DSI icon

Spire Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Spire Wealth Management’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.76M Sell
12,016
-1,833
-13% -$265K 0.05% 291
2026
Q2 		$1.97M Sell
13,849
-480
-3% -$65.8K 0.06% 279
2026
Q1 		$1.74M Sell
14,329
-25
-0.2% -$3.2K 0.06% 285
2025
Q4 		$1.85M Sell
14,354
-226
-2% -$28.9K 0.06% 269
2025
Q3 		$1.84M Buy
14,580
+204
+1% +$24.7K 0.06% 253
2025
Q2 		$1.67M Sell
14,376
-1,548
-10% -$165K 0.06% 266
2025
Q1 		$1.63M Sell
15,924
-1,214
-7% -$132K 0.05% 298
2024
Q4 		$1.89M Sell
17,138
-523
-3% -$58.4K 0.06% 251
2024
Q3 		$1.92M Buy
17,661
+1,856
+12% +$195K 0.06% 238
2024
Q2 		$1.64M Sell
15,805
-3,463
-18% -$347K 0.06% 256
2024
Q1 		$1.94M Sell
19,268
-458
-2% -$43.8K 0.04% 256
2023
Q4 		$1.83M Sell
19,726
-2,858
-13% -$242K 0.06% 259
2023
Q3 		$1.84M Buy
22,584
+7
+0% +$594 0.07% 233
2023
Q2 		$1.9M Buy
22,577
+1,235
+6% +$98.2K 0.07% 244
2023
Q1 		$1.66M Buy
21,342
+19,266
+928% +$1.46M 0.06% 250
2022
Q4 		$149K Buy
2,076
+497
+31% +$35.7K 0.01% 621
2022
Q3 		$106K Sell
1,579
-19,101
-92% -$1.43M 0.01% 693
2022
Q2 		$1.49M Sell
20,680
-22,082
-52% -$1.72M 0.06% 250
2022
Q1 		$3.7M Buy
42,762
+375
+0.9% +$32.2K 0.1% 189
2021
Q4 		$3.94M Buy
42,387
+1,142
+3% +$103K 0.09% 200
2021
Q3 		$3.44M Buy
41,245
+2,191
+6% +$187K 0.09% 202
2021
Q2 		$3.24M Buy
39,054
+1,573
+4% +$127K 0.09% 214
2021
Q1 		$2.86M Buy
+37,481
New +$2.78M 0.08% 219

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM

Spire Wealth Management's DSI Position: Q3 2026 in Review

Spire Wealth Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 13% in Q3 2026, selling an estimated $265K and leaving 12,016 shares worth $1.76M. The position accounts for 0.05% of the portfolio, ranked #291.

Spire Wealth Management first reported a position in DSI in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.94M in Q4 2021. 571 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Spire Wealth Management held 12,016 shares of iShares MSCI KLD 400 Social ETF worth $1.76M as of Q3 2026.
  • Spire Wealth Management sold 1,833 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $265K.
  • iShares MSCI KLD 400 Social ETF made up 0.05% of Spire Wealth Management's portfolio in Q3 2026, its #291 holding.
  • Spire Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $3.94M in Q4 2021.
  • 571 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.