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Spire Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Spire Wealth Management’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-143
Closed -$3.94K – 2441
2025
Q1 		$3.94K Buy
143
+1
+0.7% +$27 ﹤0.01% 2122
2024
Q4 		$3.83K Buy
142
+1
+0.7% +$29 ﹤0.01% 2113
2024
Q3 		$4.15K Buy
141
+1
+0.7% +$28 ﹤0.01% 1860
2024
Q2 		$3.54K Buy
140
+2
+1% +$50 ﹤0.01% 1902
2024
Q1 		$3.61K Buy
138
+1
+0.7% +$26 ﹤0.01% 1995
2023
Q4 		$3.53K Buy
137
+1
+0.7% +$24 ﹤0.01% 2037
2023
Q3 		$3.09K Buy
136
+1
+0.7% +$25 ﹤0.01% 2046
2023
Q2 		$3.38K Buy
135
+2
+2% +$49 ﹤0.01% 2090
2023
Q1 		$3.32K Sell
133
-66
-33% -$1.7K ﹤0.01% 2134
2022
Q4 		$5K Buy
199
+1
+0.5% +$25 ﹤0.01% 1821
2022
Q3 		$5K Buy
198
+1
+0.5% +$28 ﹤0.01% 1738
2022
Q2 		$5K Buy
197
+2
+1% +$60 ﹤0.01% 2126
2022
Q1 		$6K Buy
195
+1
+0.5% +$32 ﹤0.01% 2186
2021
Q4 		$7K Sell
194
-17
-8% -$554 ﹤0.01% 2482
2021
Q3 		$6K Buy
211
+1
+0.5% +$32 ﹤0.01% 2231
2021
Q2 		$6K Sell
210
-40
-16% -$1.19K ﹤0.01% 2267
2021
Q1 		$7K Buy
+250
New +$6.57K ﹤0.01% 2515

Other funds holding FREL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Spire Wealth Management's FREL Position: Q2 2025 in Review

Spire Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2025, closing a stake of 143 shares — an estimated $3.94K sold.

Spire Wealth Management first reported a position in FREL in Q1 2021 and held it in 17 quarters. The position peaked at $7K in Q4 2021. 210 funds tracked by Wall St. Rank hold FREL as of Q2 2025.

  • Spire Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 143 Fidelity MSCI Real Estate Index ETF shares in Q2 2025, an estimated $3.94K.
  • Spire Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2021 and held it in 17 quarters.
  • Spire Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $7K in Q4 2021.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.