Spire Wealth Management’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,140	Closed	-$92.6K	–	2432
2025 Q1	$92.6K	Sell	2,140 -1,237	-37%	-$55.1K	﹤0.01%	1060
2024 Q4	$146K	Hold	3,377	–	–	﹤0.01%	915
2024 Q3	$146K	Hold	3,377	–	–	﹤0.01%	815
2024 Q2	$138K	Hold	3,377	–	–	﹤0.01%	814
2024 Q1	$133K	Hold	3,377	–	–	﹤0.01%	912
2023 Q4	$120K	Sell	3,377 -221	-6%	-$7.33K	﹤0.01%	942
2023 Q3	$115K	Sell	3,598 -790	-18%	-$26.1K	﹤0.01%	905
2023 Q2	$144K	Sell	4,388 -517	-11%	-$16.4K	0.01%	839
2023 Q1	$154K	Sell	4,905 -1,859	-27%	-$58.2K	0.01%	810
2022 Q4	$209K	Sell	6,764 -820	-11%	-$25.6K	0.01%	548
2022 Q3	$214K	Sell	7,584 -5,673	-43%	-$174K	0.01%	516
2022 Q2	$386K	Buy	+13,257	New	+$426K	0.02%	554

Other funds holding FCPI

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Spire Wealth Management's FCPI Position: Q2 2025 in Review

Spire Wealth Management sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q2 2025, closing a stake of 2,140 shares — an estimated $92.6K sold.

Spire Wealth Management first reported a position in FCPI in Q2 2022 and held it in 12 quarters. The position peaked at $386K in Q2 2022. 51 funds tracked by Wall St. Rank hold FCPI as of Q2 2025.

Spire Wealth Management reported no remaining Fidelity Stocks for Inflation ETF position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 2,140 Fidelity Stocks for Inflation ETF shares in Q2 2025, an estimated $92.6K.
Spire Wealth Management first reported a position in Fidelity Stocks for Inflation ETF in Q2 2022 and held it in 12 quarters.
Spire Wealth Management's Fidelity Stocks for Inflation ETF position peaked at $386K in Q2 2022.
51 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.