Spire Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.71K	Hold	185	–	–	﹤0.01%	1801
2026 Q1	$4.93K	Sell	185 -115	-38%	-$3.37K	﹤0.01%	1848
2025 Q4	$9.11K	Hold	300	–	–	﹤0.01%	1739
2025 Q3	$8.27K	Hold	300	–	–	﹤0.01%	1819
2025 Q2	$8.16K	Hold	300	–	–	﹤0.01%	1787
2025 Q1	$7.37K	Hold	300	–	–	﹤0.01%	1941
2024 Q4	$7.58K	Hold	300	–	–	﹤0.01%	1922
2024 Q3	$7.96K	Hold	300	–	–	﹤0.01%	1703
2024 Q2	$7.65K	Hold	300	–	–	﹤0.01%	1717
2024 Q1	$7.49K	Buy	+300	New	+$7.3K	﹤0.01%	1802

Other funds holding ETO

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

Spire Wealth Management held its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) position steady in Q2 2026 at 185 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Spire Wealth Management first reported a position in ETO in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.11K in Q4 2025. 11 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

Spire Wealth Management held 185 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $5.71K as of Q2 2026.
Spire Wealth Management left its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1801 holding.
Spire Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2024 and has held it in 10 quarters since.
Spire Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $9.11K in Q4 2025.
11 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

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