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Spire Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Spire Wealth Management’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.66K Hold
100
– – ﹤0.01% 1725
2026
Q1 		$7.02K Hold
100
– – ﹤0.01% 1736
2025
Q4 		$7.77K Hold
100
– – ﹤0.01% 1797
2025
Q3 		$7.63K Hold
100
– – ﹤0.01% 1853
2025
Q2 		$7.4K Sell
100
-300
-75% -$20.8K ﹤0.01% 1819
2025
Q1 		$27.8K Buy
400
+300
+300% +$21.3K ﹤0.01% 1501
2024
Q4 		$6.87K Hold
100
– – ﹤0.01% 1958
2024
Q3 		$6.39K Sell
100
-300
-75% -$18.4K ﹤0.01% 1762
2024
Q2 		$23.2K Hold
400
– – ﹤0.01% 1392
2024
Q1 		$23.8K Hold
400
– – ﹤0.01% 1455
2023
Q4 		$21.4K Sell
400
-146
-27% -$7.11K ﹤0.01% 1513
2023
Q3 		$25.4K Hold
546
– – ﹤0.01% 1414
2023
Q2 		$25.7K Sell
546
-86
-14% -$3.91K ﹤0.01% 1485
2023
Q1 		$28.5K Buy
632
+14
+2% +$686 ﹤0.01% 1458
2022
Q4 		$30K Sell
618
-101
-14% -$4.83K ﹤0.01% 1195
2022
Q3 		$31K Sell
719
-263
-27% -$12.4K ﹤0.01% 1133
2022
Q2 		$44K Sell
982
-20,469
-95% -$1M ﹤0.01% 1344
2022
Q1 		$1.2M Sell
21,451
-319
-1% -$17.7K 0.03% 354
2021
Q4 		$1.22M Buy
21,770
+402
+2% +$22.7K 0.03% 416
2021
Q3 		$1.15M Sell
21,368
-2,350
-10% -$125K 0.03% 380
2021
Q2 		$1.23M Buy
23,718
+234
+1% +$12.2K 0.03% 373
2021
Q1 		$1.15M Buy
+23,484
New +$1.08M 0.03% 400

Other funds holding FNCL

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Spire Wealth Management held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 100 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Spire Wealth Management first reported a position in FNCL in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.23M in Q2 2021. 54 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Spire Wealth Management held 100 shares of Fidelity MSCI Financials Index ETF worth $7.66K as of Q2 2026.
  • Spire Wealth Management left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1725 holding.
  • Spire Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $1.23M in Q2 2021.
  • 54 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

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