Spire Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Spire Wealth Management’s Portfolio FUTY Stock Details FUTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.2K	Sell	243 -110	-31%	-$6.43K	﹤0.01%	1546
2026 Q1	$20.8K	Buy	353 +16	+5%	+$928	﹤0.01%	1409
2025 Q4	$18.6K	Buy	337 +5	+2%	+$286	﹤0.01%	1509
2025 Q3	$18.8K	Buy	332 +2	+0.6%	+$109	﹤0.01%	1550
2025 Q2	$17.4K	Buy	330 +2	+0.6%	+$103	﹤0.01%	1562
2025 Q1	$16.7K	Buy	328 +3	+0.9%	+$151	﹤0.01%	1672
2024 Q4	$15.9K	Buy	+325	New	+$16.6K	﹤0.01%	1696
2024 Q2	–	Sell	-32	Closed	-$1.35K	–	2282
2024 Q1	$1.35K	Buy	32 +3	+10%	+$121	﹤0.01%	2162
2023 Q4	$1.16K	Hold	29	–	–	﹤0.01%	2241
2023 Q3	$1.11K	Buy	+29	New	+$1.2K	﹤0.01%	2235
2022 Q3	–	Sell	-258	Closed	-$12K	–	2332
2022 Q2	$12K	Buy	+258	New	+$12K	﹤0.01%	1853

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Spire Wealth Management reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 31% in Q2 2026, selling an estimated $6.43K and leaving 243 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Spire Wealth Management first reported a position in FUTY in Q2 2022 and has held it in 11 quarters since. The position peaked at $20.8K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Spire Wealth Management held 243 shares of Fidelity MSCI Utilities Index ETF worth $14.2K as of Q2 2026.
Spire Wealth Management sold 110 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $6.43K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1546 holding.
Spire Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and has held it in 11 quarters since.
Spire Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $20.8K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

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