Spire Wealth Management’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$449K	Sell	14,773 -300	-2%	-$8.86K	0.01%	580
2026 Q1	$361K	Buy	15,073 +8,103	+116%	+$198K	0.01%	621
2025 Q4	$147K	Hold	6,970	–	–	﹤0.01%	882
2025 Q3	$143K	Buy	6,970 +6,878	+7,476%	+$132K	﹤0.01%	882
2025 Q2	$1.72K	Hold	92	–	–	﹤0.01%	2204
2025 Q1	$1.5K	Hold	92	–	–	﹤0.01%	2324
2024 Q4	$1.52K	Hold	92	–	–	﹤0.01%	2301
2024 Q3	$1.62K	Buy	+92	New	+$1.47K	﹤0.01%	2035
2023 Q3	–	Sell	-3,200	Closed	-$43.5K	–	2478
2023 Q2	$43.5K	Hold	3,200	–	–	﹤0.01%	1253
2023 Q1	$42K	Hold	3,200	–	–	﹤0.01%	1269
2022 Q4	$40K	Hold	3,200	–	–	﹤0.01%	1071
2022 Q3	$39K	Buy	3,200 +1	+0%	+$15	﹤0.01%	1052
2022 Q2	$47K	Sell	3,199 -1,501	-32%	-$23.2K	﹤0.01%	1316
2022 Q1	$78K	Hold	4,700	–	–	﹤0.01%	1270
2021 Q4	$87K	Hold	4,700	–	–	﹤0.01%	1464
2021 Q3	$79K	Hold	4,700	–	–	﹤0.01%	1283
2021 Q2	$81K	Buy	+4,700	New	+$77.7K	﹤0.01%	1279
2021 Q1	–	Hold	0	–	–	–	1540

Other funds holding DTCR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

Spire Wealth Management reduced its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 2% in Q2 2026, selling an estimated $8.86K and leaving 14,773 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #580.

Spire Wealth Management first reported a position in DTCR in Q2 2021 and has held it in 17 quarters since. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

Spire Wealth Management held 14,773 shares of Global X Data Center & Digital Infrastructure ETF worth $449K as of Q2 2026.
Spire Wealth Management sold 300 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $8.86K.
Global X Data Center & Digital Infrastructure ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #580 holding.
Spire Wealth Management first reported a position in Global X Data Center & Digital Infrastructure ETF in Q2 2021 and has held it in 17 quarters since.
294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

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