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Spire Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Spire Wealth Management’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.31K Buy
281
+33
+13% +$1.05K ﹤0.01% 1699
2026
Q1 		$8.45K Buy
248
+6
+2% +$178 ﹤0.01% 1670
2025
Q4 		$6K Sell
242
-175
-42% -$4.32K ﹤0.01% 1873
2025
Q3 		$10.3K Buy
417
+121
+41% +$2.93K ﹤0.01% 1739
2025
Q2 		$6.94K Sell
296
-865
-75% -$19.8K ﹤0.01% 1846
2025
Q1 		$29.7K Buy
1,161
+98
+9% +$2.44K ﹤0.01% 1483
2024
Q4 		$25.3K Sell
1,063
-126
-11% -$3.16K ﹤0.01% 1540
2024
Q3 		$28.6K Buy
1,189
+4
+0.3% +$98 ﹤0.01% 1327
2024
Q2 		$29.7K Sell
1,185
-4,777
-80% -$122K ﹤0.01% 1291
2024
Q1 		$154K Buy
5,962
+4
+0.1% +$94 ﹤0.01% 857
2023
Q4 		$131K Sell
5,958
-270
-4% -$6.36K ﹤0.01% 918
2023
Q3 		$155K Hold
6,228
– – 0.01% 793
2023
Q2 		$138K Sell
6,228
-1,341
-18% -$29.6K 0.01% 853
2023
Q1 		$170K Sell
7,569
-2,188
-22% -$50.9K 0.01% 782
2022
Q4 		$233K Sell
9,757
-87
-0.9% -$2.08K 0.01% 516
2022
Q3 		$196K Sell
9,844
-2,198
-18% -$45.6K 0.01% 533
2022
Q2 		$234K Sell
12,042
-10,477
-47% -$229K 0.01% 708
2022
Q1 		$472K Buy
22,519
+10,129
+82% +$191K 0.01% 593
2021
Q4 		$188K Buy
12,390
+746
+6% +$11.6K ﹤0.01% 1123
2021
Q3 		$168K Buy
11,644
+4,316
+59% +$58.5K ﹤0.01% 989
2021
Q2 		$108K Buy
7,328
+5,728
+358% +$80.8K ﹤0.01% 1159
2021
Q1 		$15K Buy
+1,600
New +$19.9K ﹤0.01% 2259

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Spire Wealth Management increased its Fidelity MSCI Energy Index ETF (FENY) stake by 13% in Q2 2026, buying an estimated $1.05K and bringing the position to 281 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Spire Wealth Management first reported a position in FENY in Q1 2021 and has held it in 22 quarters since. The position peaked at $472K in Q1 2022. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Spire Wealth Management held 281 shares of Fidelity MSCI Energy Index ETF worth $8.31K as of Q2 2026.
  • Spire Wealth Management bought 33 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $1.05K.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1699 holding.
  • Spire Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $472K in Q1 2022.
  • 248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

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