SWM
GRID

Spire Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Spire Wealth Management’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.37M Buy
17,553
+4,592
+35% +$862K 0.1% 180
2026
Q1 		$2.12M Buy
12,961
+11,422
+742% +$1.9M 0.07% 248
2025
Q4 		$236K Buy
1,539
+1,419
+1,183% +$218K 0.01% 757
2025
Q3 		$18.1K Buy
120
+70
+140% +$10.1K ﹤0.01% 1557
2025
Q2 		$6.95K Sell
50
-398
-89% -$49.4K ﹤0.01% 1845
2025
Q1 		$50.7K Hold
448
– – ﹤0.01% 1276
2024
Q4 		$53.4K Buy
448
+40
+10% +$4.98K ﹤0.01% 1258
2024
Q3 		$51.9K Buy
408
+14
+4% +$1.67K ﹤0.01% 1124
2024
Q2 		$45.5K Buy
394
+25
+7% +$2.91K ﹤0.01% 1154
2024
Q1 		$42.3K Buy
369
+24
+7% +$2.55K ﹤0.01% 1274
2023
Q4 		$34.5K Sell
345
-258
-43% -$24.4K ﹤0.01% 1323
2023
Q3 		$56.6K Buy
603
+226
+60% +$22.8K ﹤0.01% 1131
2023
Q2 		$39.6K Buy
377
+59
+19% +$5.84K ﹤0.01% 1296
2023
Q1 		$31.1K Buy
318
+297
+1,414% +$27.9K ﹤0.01% 1418
2022
Q4 		$2K Sell
21
-7
-25% -$600 ﹤0.01% 2046
2022
Q3 		$2K Hold
28
– – ﹤0.01% 1949
2022
Q2 		$2K Sell
28
-28
-50% -$2.38K ﹤0.01% 2357
2022
Q1 		$5K Sell
56
-315
-85% -$29.1K ﹤0.01% 2233
2021
Q4 		$38K Buy
+371
New +$37.3K ﹤0.01% 1844
2021
Q2 		– Sell
-20
Closed -$2K – 2727
2021
Q1 		$2K Buy
+20
New +$1.71K ﹤0.01% 2848

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Spire Wealth Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 35% in Q2 2026, buying an estimated $862K and bringing the position to 17,553 shares worth $3.37M. The position accounts for 0.1% of the portfolio, ranked #180.

Spire Wealth Management first reported a position in GRID in Q1 2021 and has held it in 20 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Spire Wealth Management held 17,553 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $3.37M as of Q2 2026.
  • Spire Wealth Management bought 4,592 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $862K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.1% of Spire Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Spire Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and has held it in 20 quarters since.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

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