SWM
FLDR icon

Spire Wealth Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Spire Wealth Management’s Portfolio FLDR Stock Details FLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.2K Sell
782
-125
-14% -$6.27K ﹤0.01% 1240
2026
Q1 		$45.4K Buy
907
+722
+390% +$36.3K ﹤0.01% 1193
2025
Q4 		$9.29K Buy
185
+10
+6% +$503 ﹤0.01% 1732
2025
Q3 		$8.79K Buy
175
+42
+32% +$2.11K ﹤0.01% 1795
2025
Q2 		$6.66K Sell
133
-645
-83% -$32.3K ﹤0.01% 1868
2025
Q1 		$39K Buy
+778
New +$39K ﹤0.01% 1371
2022
Q3 		– Sell
-20
Closed -$1K – 2319
2022
Q2 		$1K Hold
20
– – ﹤0.01% 2504
2022
Q1 		$1K Hold
20
– – ﹤0.01% 2464
2021
Q4 		$1K Hold
20
– – ﹤0.01% 2862
2021
Q3 		$1K Hold
20
– – ﹤0.01% 2525
2021
Q2 		$1K Sell
20
-1,312
-98% -$66.6K ﹤0.01% 2532
2021
Q1 		$68K Buy
+1,332
New +$67.8K ﹤0.01% 1568

Other funds holding FLDR

KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
WBC
West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return