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Spire Wealth Management’s Eaton ETN Stock Holding History

Spire Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.12M Sell
7,322
-1,170
-14% -$472K 0.09% 190
2026
Q1 		$3.04M Sell
8,492
-345
-4% -$123K 0.1% 184
2025
Q4 		$2.81M Sell
8,837
-151
-2% -$53.5K 0.09% 193
2025
Q3 		$3.36M Buy
8,988
+187
+2% +$68K 0.11% 152
2025
Q2 		$3.14M Sell
8,801
-2,541
-22% -$783K 0.11% 156
2025
Q1 		$3.08M Buy
11,342
+718
+7% +$224K 0.1% 192
2024
Q4 		$3.53M Buy
10,624
+48
+0.5% +$16.8K 0.11% 159
2024
Q3 		$3.51M Sell
10,576
-1,192
-10% -$364K 0.12% 145
2024
Q2 		$3.69M Sell
11,768
-2,813
-19% -$908K 0.13% 159
2024
Q1 		$4.56M Sell
14,581
-333
-2% -$91K 0.08% 172
2023
Q4 		$3.65M Buy
14,914
+5,932
+66% +$1.31M 0.12% 181
2023
Q3 		$1.92M Buy
8,982
+3,433
+62% +$740K 0.07% 226
2023
Q2 		$1.12M Buy
5,549
+201
+4% +$35.4K 0.04% 330
2023
Q1 		$916K Buy
5,348
+815
+18% +$136K 0.04% 359
2022
Q4 		$711K Buy
4,533
+33
+0.7% +$5.06K 0.04% 288
2022
Q3 		$600K Sell
4,500
-1,082
-19% -$151K 0.04% 297
2022
Q2 		$703K Sell
5,582
-1,365
-20% -$191K 0.03% 399
2022
Q1 		$1.05M Sell
6,947
-889
-11% -$139K 0.03% 377
2021
Q4 		$1.35M Buy
7,836
+1,003
+15% +$166K 0.03% 390
2021
Q3 		$1.02M Sell
6,833
-198
-3% -$31.6K 0.03% 409
2021
Q2 		$1.04M Sell
7,031
-859
-11% -$124K 0.03% 413
2021
Q1 		$1.09M Buy
+7,890
New +$1.02M 0.03% 412

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Spire Wealth Management reduced its Eaton (ETN) stake by 14% in Q2 2026, selling an estimated $472K and leaving 7,322 shares worth $3.12M. The position accounts for 0.09% of the portfolio, ranked #190.

Spire Wealth Management first reported a position in ETN in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.56M in Q1 2024. 960 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Spire Wealth Management held 7,322 shares of Eaton worth $3.12M as of Q2 2026.
  • Spire Wealth Management sold 1,170 Eaton shares in Q2 2026, an estimated $472K.
  • Eaton made up 0.09% of Spire Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Spire Wealth Management first reported a position in Eaton in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Eaton position peaked at $4.56M in Q1 2024.
  • 960 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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