Spire Wealth Management’s Davis Select US Equity ETF DUSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$59K	Hold	1,050	–	–	﹤0.01%	1135
2026 Q1	$53.3K	Sell	1,050 -1,622	-61%	-$84.1K	﹤0.01%	1153
2025 Q4	$137K	Sell	2,672 -43	-2%	-$2.12K	﹤0.01%	900
2025 Q3	$130K	Hold	2,715	–	–	﹤0.01%	914
2025 Q2	$126K	Hold	2,715	–	–	﹤0.01%	894
2025 Q1	$115K	Sell	2,715 -110	-4%	-$4.83K	﹤0.01%	986
2024 Q4	$119K	Buy	2,825 +24	+0.9%	+$1.03K	﹤0.01%	977
2024 Q3	$117K	Sell	2,801 -25	-0.9%	-$1.01K	﹤0.01%	870
2024 Q2	$115K	Hold	2,826	–	–	﹤0.01%	852
2024 Q1	$114K	Hold	2,826	–	–	﹤0.01%	949
2023 Q4	$101K	Buy	2,826 +92	+3%	+$3.04K	﹤0.01%	997
2023 Q3	$86.3K	Buy	+2,734	New	+$89.5K	﹤0.01%	996
2022 Q2	–	Sell	-34,461	Closed	-$1.14M	–	2691
2022 Q1	$1.14M	Sell	34,461 -1,674	-5%	-$56.5K	0.03%	363
2021 Q4	$1.24M	Sell	36,135 -1,573	-4%	-$54.8K	0.03%	413
2021 Q3	$1.28M	Sell	37,708 -600	-2%	-$20.9K	0.03%	355
2021 Q2	$1.35M	Sell	38,308 -668	-2%	-$23.5K	0.04%	355
2021 Q1	$1.29M	Buy	+38,976	New	+$1.23M	0.03%	373

Other funds holding DUSA

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

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

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

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

Spire Wealth Management held its Davis Select US Equity ETF (DUSA) position steady in Q2 2026 at 1,050 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Spire Wealth Management first reported a position in DUSA in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.35M in Q2 2021. 85 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

Spire Wealth Management held 1,050 shares of Davis Select US Equity ETF worth $59K as of Q2 2026.
Spire Wealth Management left its Davis Select US Equity ETF share count unchanged in Q2 2026.
Davis Select US Equity ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1135 holding.
Spire Wealth Management first reported a position in Davis Select US Equity ETF in Q1 2021 and has held it in 17 quarters since.
Spire Wealth Management's Davis Select US Equity ETF position peaked at $1.35M in Q2 2021.
85 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

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