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Spire Wealth Management’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Spire Wealth Management’s Portfolio FELC Stock Details FELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$342K Sell
8,169
-248
-3% -$10.1K 0.01% 637
2026
Q1 		$305K Buy
8,417
+805
+11% +$30.5K 0.01% 674
2025
Q4 		$291K Sell
7,612
-283
-4% -$10.7K 0.01% 686
2025
Q3 		$294K Sell
7,895
-770
-9% -$27.5K 0.01% 677
2025
Q2 		$299K Buy
8,665
+368
+4% +$11.7K 0.01% 646
2025
Q1 		$259K Sell
8,297
-892
-10% -$29.3K 0.01% 762
2024
Q4 		$303K Buy
+9,189
New +$304K 0.01% 703

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

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

Spire Wealth Management reduced its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 2.9% in Q2 2026, selling an estimated $10.1K and leaving 8,169 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #637.

Spire Wealth Management first reported a position in FELC in Q4 2024 and has held it in 7 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Spire Wealth Management held 8,169 shares of Fidelity Enhanced Large Cap Core ETF worth $342K as of Q2 2026.
  • Spire Wealth Management sold 248 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $10.1K.
  • Fidelity Enhanced Large Cap Core ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #637 holding.
  • Spire Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2024 and has held it in 7 quarters since.
  • 264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

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