Spire Wealth Management’s State Street SPDR S&P Kensho Future Security ETF FITE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-65	Closed	-$3.02K	–	2436
2023 Q1	$3.02K	Buy	+65	New	+$2.93K	﹤0.01%	2163
2022 Q2	–	Sell	-245	Closed	-$13K	–	2720
2022 Q1	$13K	Hold	245	–	–	﹤0.01%	1944
2021 Q4	$13K	Hold	245	–	–	﹤0.01%	2270
2021 Q3	$12K	Hold	245	–	–	﹤0.01%	2036
2021 Q2	$13K	Sell	245 -168	-41%	-$8.49K	﹤0.01%	2028
2021 Q1	$20K	Buy	+413	New	+$20K	﹤0.01%	2148

Other funds holding FITE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Spire Wealth Management's FITE Position: Q2 2023 in Review

Spire Wealth Management sold out of State Street SPDR S&P Kensho Future Security ETF (FITE) in Q2 2023, closing a stake of 65 shares — an estimated $3.02K sold.

Spire Wealth Management first reported a position in FITE in Q1 2021 and held it in 6 quarters. The position peaked at $20K in Q1 2021. 22 funds tracked by Wall St. Rank hold FITE as of Q2 2023.

Spire Wealth Management reported no remaining State Street SPDR S&P Kensho Future Security ETF position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 65 State Street SPDR S&P Kensho Future Security ETF shares in Q2 2023, an estimated $3.02K.
Spire Wealth Management first reported a position in State Street SPDR S&P Kensho Future Security ETF in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's State Street SPDR S&P Kensho Future Security ETF position peaked at $20K in Q1 2021.
22 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.