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Spire Wealth Management’s Global X FinTech ETF FINX Stock Holding History

Spire Wealth Management’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-236
Closed -$6.61K – 2464
2024
Q3 		$6.61K Hold
236
– – ﹤0.01% 1753
2024
Q2 		$5.94K Hold
236
– – ﹤0.01% 1786
2024
Q1 		$6.58K Hold
236
– – ﹤0.01% 1856
2023
Q4 		$5.67K Hold
236
– – ﹤0.01% 1926
2023
Q3 		$4.75K Buy
236
+200
+556% +$4.44K ﹤0.01% 1954
2023
Q2 		$795 Hold
36
– – ﹤0.01% 2336
2023
Q1 		$750 Hold
36
– – ﹤0.01% 2422
2022
Q4 		$1K Sell
36
-1,133
-97% -$22.8K ﹤0.01% 2179
2022
Q3 		$24K Sell
1,169
-1,203
-51% -$28.4K ﹤0.01% 1252
2022
Q2 		$51K Buy
2,372
+1,926
+432% +$49.3K ﹤0.01% 1281
2022
Q1 		$14K Sell
446
-35
-7% -$1.15K ﹤0.01% 1919
2021
Q4 		$19K Sell
481
-84
-15% -$3.98K ﹤0.01% 2130
2021
Q3 		$27K Sell
565
-107
-16% -$5.23K ﹤0.01% 1727
2021
Q2 		$32K Sell
672
-437
-39% -$20.1K ﹤0.01% 1664
2021
Q1 		$43K Buy
+1,109
New +$52.2K ﹤0.01% 1801

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Spire Wealth Management's FINX Position: Q4 2024 in Review

Spire Wealth Management sold out of Global X FinTech ETF (FINX) in Q4 2024, closing a stake of 236 shares — an estimated $6.61K sold.

Spire Wealth Management first reported a position in FINX in Q1 2021 and held it in 15 quarters. The position peaked at $51K in Q2 2022. 101 funds tracked by Wall St. Rank hold FINX as of Q4 2024.

  • Spire Wealth Management reported no remaining Global X FinTech ETF position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 236 Global X FinTech ETF shares in Q4 2024, an estimated $6.61K.
  • Spire Wealth Management first reported a position in Global X FinTech ETF in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's Global X FinTech ETF position peaked at $51K in Q2 2022.
  • 101 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.