Spire Wealth Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.94K	Buy	102 +1	+1%	+$69	﹤0.01%	1747
2026 Q1	$6.54K	Hold	101	–	–	﹤0.01%	1760
2025 Q4	$6.74K	Hold	101	–	–	﹤0.01%	1843
2025 Q3	$6.65K	Buy	101 +85	+531%	+$5.46K	﹤0.01%	1891
2025 Q2	$1K	Hold	16	–	–	﹤0.01%	2280
2025 Q1	$970	Hold	16	–	–	﹤0.01%	2395
2024 Q4	$969	Buy	16 +6	+60%	+$370	﹤0.01%	2377
2024 Q3	$614	Hold	10	–	–	﹤0.01%	2134
2024 Q2	$570	Sell	10 -338	-97%	-$18.8K	﹤0.01%	2183
2024 Q1	$19.6K	Hold	348	–	–	﹤0.01%	1525
2023 Q4	$18.8K	Hold	348	–	–	﹤0.01%	1558
2023 Q3	$16.9K	Hold	348	–	–	﹤0.01%	1562
2023 Q2	$17.5K	Buy	348 +9	+3%	+$437	﹤0.01%	1642
2023 Q1	$16.1K	Buy	339 +6	+2%	+$279	﹤0.01%	1694
2022 Q4	$15K	Buy	333 +48	+17%	+$2.19K	﹤0.01%	1476
2022 Q3	$12K	Buy	285 +46	+19%	+$2.12K	﹤0.01%	1505
2022 Q2	$11K	Sell	239 -169	-41%	-$7.91K	﹤0.01%	1876
2022 Q1	$20K	Buy	408 +66	+19%	+$3.23K	﹤0.01%	1807
2021 Q4	$18K	Buy	342 +184	+116%	+$9.27K	﹤0.01%	2153
2021 Q3	$8K	Buy	158 +21	+15%	+$1.03K	﹤0.01%	2151
2021 Q2	$6K	Buy	137 +7	+5%	+$323	﹤0.01%	2266
2021 Q1	$6K	Buy	+130	New	+$5.58K	﹤0.01%	2563

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Spire Wealth Management increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 0.99% in Q2 2026, buying an estimated $69 and bringing the position to 102 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Spire Wealth Management first reported a position in FDLO in Q1 2021 and has held it in 22 quarters since. The position peaked at $20K in Q1 2022. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Spire Wealth Management held 102 shares of Fidelity Low Volatility Factor ETF worth $6.94K as of Q2 2026.
Spire Wealth Management bought 1 Fidelity Low Volatility Factor ETF share in Q2 2026, an estimated $69.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1747 holding.
Spire Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Fidelity Low Volatility Factor ETF position peaked at $20K in Q1 2022.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

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