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SWM
Spire Wealth Management’s
Fidelity MSCI Information Technology Index ETF
FTEC
Stock Holding History
Spire Wealth Management’s Portfolio
FTEC Stock Details
FTEC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.67M
Buy
8,050
+785
+11%
+$172K
0.06%
294
2025
Q4
$1.63M
Sell
7,265
-33
-0.5%
-$7.48K
0.05%
295
2025
Q3
$1.62M
Sell
7,298
-241
-3%
-$50.1K
0.06%
283
2025
Q2
$1.49M
Sell
7,539
-190
-2%
-$32.9K
0.05%
289
2025
Q1
$1.25M
Buy
7,729
+616
+9%
+$110K
0.04%
353
2024
Q4
$1.32M
Sell
7,113
-294
-4%
-$53.7K
0.04%
330
2024
Q3
$1.29M
Buy
7,407
+36
+0.5%
+$6.08K
0.04%
319
2024
Q2
$1.26M
Sell
7,371
-1,773
-19%
-$280K
0.04%
295
2024
Q1
$1.42M
Buy
9,144
+192
+2%
+$28.9K
0.03%
298
2023
Q4
$1.33M
Sell
8,952
-13
-0.1%
-$1.72K
0.04%
298
2023
Q3
$1.1M
Buy
8,965
+367
+4%
+$47.2K
0.04%
312
2023
Q2
$1.12M
Buy
8,598
+1
+0%
+$119
0.04%
326
2023
Q1
$980K
Buy
8,597
+998
+13%
+$104K
0.04%
347
2022
Q4
$718K
Sell
7,599
-620
-8%
-$59.9K
0.04%
283
2022
Q3
$747K
Sell
8,219
-552
-6%
-$57.4K
0.05%
263
2022
Q2
$846K
Sell
8,771
-214
-2%
-$22.8K
0.03%
361
2022
Q1
$1.11M
Sell
8,985
-942
-9%
-$114K
0.03%
367
2021
Q4
$1.34M
Buy
9,927
+909
+10%
+$118K
0.03%
394
2021
Q3
$1.07M
Buy
9,018
+270
+3%
+$33.1K
0.03%
395
2021
Q2
$1.03M
Buy
8,748
+65
+0.7%
+$7.25K
0.03%
417
2021
Q1
$919K
Buy
+8,683
New
+$923K
0.02%
470
Other funds holding FTEC
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Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
AM
AGF Management
Toronto, Ontario, Canada
$22.3B AUM
46.42%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
KIM
Kestra Investment Management
Austin, Texas
$5.8B AUM
14.71%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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