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 Q3	$42.5K	Buy	855 +73	+9%	+$3.65K	﹤0.01%	1186
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	$8.78K	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Spire Wealth Management's FLDR Position: Q3 2026 in Review

Spire Wealth Management increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 9.3% in Q3 2026, buying an estimated $3.65K and bringing the position to 855 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Spire Wealth Management first reported a position in FLDR in Q1 2021 and has held it in 13 quarters since. The position peaked at $68K in Q1 2021. 101 funds tracked by Wall St. Rank hold FLDR as of Q3 2026.

Spire Wealth Management held 855 shares of Fidelity Low Duration Bond Factor ETF worth $42.5K as of Q3 2026.
Spire Wealth Management bought 73 Fidelity Low Duration Bond Factor ETF shares in Q3 2026, an estimated $3.65K.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1186 holding.
Spire Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2021 and has held it in 13 quarters since.
Spire Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $68K in Q1 2021.
101 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.