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Spire Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Spire Wealth Management’s Portfolio FDIS Stock Details FDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$840K Sell
8,164
-354
-4% -$35.7K 0.03% 428
2026
Q1 		$794K Sell
8,518
-76
-0.9% -$7.61K 0.03% 423
2025
Q4 		$878K Sell
8,594
-49
-0.6% -$4.97K 0.03% 420
2025
Q3 		$889K Buy
8,643
+252
+3% +$24.9K 0.03% 398
2025
Q2 		$789K Sell
8,391
-325
-4% -$28.6K 0.03% 404
2025
Q1 		$737K Sell
8,716
-385
-4% -$36.2K 0.02% 471
2024
Q4 		$887K Sell
9,101
-25
-0.3% -$2.34K 0.03% 422
2024
Q3 		$807K Sell
9,126
-905
-9% -$75K 0.03% 422
2024
Q2 		$813K Sell
10,031
-93
-0.9% -$7.39K 0.03% 386
2024
Q1 		$835K Sell
10,124
-531
-5% -$42K 0.02% 414
2023
Q4 		$824K Sell
10,655
-8
-0.1% -$578 0.03% 400
2023
Q3 		$745K Sell
10,663
-983
-8% -$72.2K 0.03% 395
2023
Q2 		$854K Buy
11,646
+241
+2% +$16.1K 0.03% 380
2023
Q1 		$747K Buy
11,405
+608
+6% +$38.3K 0.03% 399
2022
Q4 		$612K Sell
10,797
-156
-1% -$9.46K 0.03% 324
2022
Q3 		$667K Sell
10,953
-1,735
-14% -$116K 0.04% 281
2022
Q2 		$747K Sell
12,688
-1,963
-13% -$133K 0.03% 387
2022
Q1 		$1.16M Sell
14,651
-487
-3% -$38.4K 0.03% 358
2021
Q4 		$1.34M Buy
15,138
+1,116
+8% +$97.1K 0.03% 397
2021
Q3 		$1.13M Buy
14,022
+629
+5% +$51.6K 0.03% 384
2021
Q2 		$1.09M Buy
13,393
+143
+1% +$11.3K 0.03% 407
2021
Q1 		$1.01M Buy
+13,250
New +$996K 0.03% 435

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

Spire Wealth Management reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 4.2% in Q2 2026, selling an estimated $35.7K and leaving 8,164 shares worth $840K. The position accounts for 0.03% of the portfolio, ranked #428.

Spire Wealth Management first reported a position in FDIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.34M in Q4 2021. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Spire Wealth Management held 8,164 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $840K as of Q2 2026.
  • Spire Wealth Management sold 354 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $35.7K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #428 holding.
  • Spire Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.34M in Q4 2021.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

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