Spire Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.21M	Buy	62,903 +8,217	+15%	+$513K	0.1%	186
2026 Q1	$3.23M	Buy	54,686 +640	+1%	+$42.6K	0.11%	171
2025 Q4	$4.12M	Sell	54,046 -59,393	-52%	-$5.18M	0.14%	145
2025 Q3	$11.3M	Buy	113,439 +61,904	+120%	+$6.18M	0.39%	56
2025 Q2	$4.84M	Sell	51,535 -1,482	-3%	-$128K	0.17%	112
2025 Q1	$3.82M	Sell	53,017 -1,941	-4%	-$158K	0.12%	153
2024 Q4	$4.48M	Buy	+54,958	New	+$3.99M	0.14%	138

Other funds holding FBTC

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

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

Spire Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 15% in Q2 2026, buying an estimated $513K and bringing the position to 62,903 shares worth $3.21M. The position accounts for 0.1% of the portfolio, ranked #186.

Spire Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.3M in Q3 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Spire Wealth Management held 62,903 shares of Fidelity Wise Origin Bitcoin Fund worth $3.21M as of Q2 2026.
Spire Wealth Management bought 8,217 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $513K.
Fidelity Wise Origin Bitcoin Fund made up 0.1% of Spire Wealth Management's portfolio in Q2 2026, its #186 holding.
Spire Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $11.3M in Q3 2025.
619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

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