SWM
EUAD

Spire Wealth Management’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

Spire Wealth Management’s Portfolio EUAD Stock Details EUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Sell
5,050
-650
-11% -$26.9K 0.01% 764
2026
Q1 		$232K Sell
5,700
-175
-3% -$7.89K 0.01% 735
2025
Q4 		$248K Sell
5,875
-246
-4% -$10.6K 0.01% 738
2025
Q3 		$288K Buy
6,121
+1,610
+36% +$69.3K 0.01% 684
2025
Q2 		$195K Buy
+4,511
New +$169K 0.01% 771

Other funds holding EUAD

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $145M AUM 28.95% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return

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

Spire Wealth Management reduced its Select STOXX Europe Aerospace & Defense ETF (EUAD) stake by 11% in Q2 2026, selling an estimated $26.9K and leaving 5,050 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #764.

Spire Wealth Management first reported a position in EUAD in Q2 2025 and has held it in 5 quarters since. The position peaked at $288K in Q3 2025. 22 funds tracked by Wall St. Rank hold EUAD as of Q2 2026.

  • Spire Wealth Management held 5,050 shares of Select STOXX Europe Aerospace & Defense ETF worth $213K as of Q2 2026.
  • Spire Wealth Management sold 650 Select STOXX Europe Aerospace & Defense ETF shares in Q2 2026, an estimated $26.9K.
  • Select STOXX Europe Aerospace & Defense ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #764 holding.
  • Spire Wealth Management first reported a position in Select STOXX Europe Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
  • Spire Wealth Management's Select STOXX Europe Aerospace & Defense ETF position peaked at $288K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q2 2026.

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