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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
Q2 		$2.33M Buy
8,174
+124
+2% +$32.4K 0.07% 248
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

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

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

Spire Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.5% in Q2 2026, buying an estimated $32.4K and bringing the position to 8,174 shares worth $2.33M. The position accounts for 0.07% of the portfolio, ranked #248.

Spire Wealth Management first reported a position in FTEC in Q1 2021 and has held it in 22 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Spire Wealth Management held 8,174 shares of Fidelity MSCI Information Technology Index ETF worth $2.33M as of Q2 2026.
  • Spire Wealth Management bought 124 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $32.4K.
  • Fidelity MSCI Information Technology Index ETF made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Spire Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and has held it in 22 quarters since.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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