SWM
FUTY icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return