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Spire Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Spire Wealth Management’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$660K Sell
8,539
-553
-6% -$39.7K 0.02% 486
2026
Q1 		$640K Sell
9,092
-350
-4% -$25.8K 0.02% 485
2025
Q4 		$701K Buy
9,442
+39
+0.4% +$2.81K 0.02% 468
2025
Q3 		$629K Sell
9,403
-942
-9% -$60.9K 0.02% 478
2025
Q2 		$662K Sell
10,345
-579
-5% -$36.9K 0.02% 453
2025
Q1 		$746K Sell
10,924
-210
-2% -$14.4K 0.02% 469
2024
Q4 		$728K Sell
11,134
-798
-7% -$55.4K 0.02% 468
2024
Q3 		$869K Buy
11,932
+178
+2% +$12.7K 0.03% 401
2024
Q2 		$806K Sell
11,754
-3,440
-23% -$232K 0.03% 389
2024
Q1 		$1.06M Buy
15,194
+16
+0.1% +$1.08K 0.02% 363
2023
Q4 		$999K Sell
15,178
-190
-1% -$11.6K 0.03% 359
2023
Q3 		$931K Buy
15,368
+619
+4% +$38.9K 0.04% 345
2023
Q2 		$931K Buy
14,749
+48
+0.3% +$3.01K 0.03% 360
2023
Q1 		$904K Buy
14,701
+2,047
+16% +$127K 0.04% 361
2022
Q4 		$810K Sell
12,654
-81
-0.6% -$5.07K 0.05% 268
2022
Q3 		$734K Sell
12,735
-3,035
-19% -$187K 0.04% 266
2022
Q2 		$957K Buy
15,770
+781
+5% +$48.5K 0.04% 336
2022
Q1 		$984K Sell
14,989
-133
-0.9% -$8.47K 0.03% 393
2021
Q4 		$1.04M Buy
15,122
+156
+1% +$10.3K 0.02% 455
2021
Q3 		$955K Sell
14,966
-336
-2% -$22.2K 0.03% 424
2021
Q2 		$975K Sell
15,302
-1,476
-9% -$90.9K 0.03% 432
2021
Q1 		$989K Buy
+16,778
New +$992K 0.03% 444

Other funds holding FHLC

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Spire Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 6.1% in Q2 2026, selling an estimated $39.7K and leaving 8,539 shares worth $660K. The position accounts for 0.02% of the portfolio, ranked #486.

Spire Wealth Management first reported a position in FHLC in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.06M in Q1 2024. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Spire Wealth Management held 8,539 shares of Fidelity MSCI Health Care Index ETF worth $660K as of Q2 2026.
  • Spire Wealth Management sold 553 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $39.7K.
  • Fidelity MSCI Health Care Index ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #486 holding.
  • Spire Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $1.06M in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

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