SWM
GSEW icon

Spire Wealth Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Spire Wealth Management’s Portfolio GSEW Stock Details GSEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-221
Closed -$18.7K – 2297
2026
Q1 		$18.7K Sell
221
-385
-64% -$33.6K ﹤0.01% 1445
2025
Q4 		$51.6K Sell
606
-12,050
-95% -$1.02M ﹤0.01% 1174
2025
Q3 		$1.08M Hold
12,656
– – 0.04% 367
2025
Q2 		$1.03M Buy
12,656
+627
+5% +$48.1K 0.04% 359
2025
Q1 		$915K Buy
12,029
+4
+0% +$314 0.03% 422
2024
Q4 		$929K Buy
12,025
+1,303
+12% +$103K 0.03% 409
2024
Q3 		$831K Buy
10,722
+197
+2% +$14.6K 0.03% 415
2024
Q2 		$749K Buy
10,525
+8,800
+510% +$624K 0.03% 403
2024
Q1 		$126K Sell
1,725
-10,891
-86% -$749K ﹤0.01% 923
2023
Q4 		$839K Sell
12,616
-760
-6% -$46.9K 0.03% 398
2023
Q3 		$799K Sell
13,376
-733
-5% -$45.9K 0.03% 382
2023
Q2 		$882K Sell
14,109
-2,371
-14% -$142K 0.03% 368
2023
Q1 		$992K Buy
+16,480
New +$993K 0.04% 344
2022
Q3 		– Sell
-16,057
Closed -$891K – 2353
2022
Q2 		$891K Buy
16,057
+14,952
+1,353% +$910K 0.04% 351
2022
Q1 		$74K Sell
1,105
-15,827
-93% -$1.05M ﹤0.01% 1291
2021
Q4 		$1.21M Buy
+16,932
New +$1.19M 0.03% 417
2021
Q2 		– Sell
-19,575
Closed -$1.22M – 2730
2021
Q1 		$1.22M Buy
+19,575
New +$1.18M 0.03% 387

Other funds holding GSEW

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

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

Spire Wealth Management sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2026, closing a stake of 221 shares — an estimated $18.7K sold.

Spire Wealth Management first reported a position in GSEW in Q1 2021 and held it in 17 quarters. The position peaked at $1.22M in Q1 2021. 20 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • Spire Wealth Management reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 221 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $18.7K.
  • Spire Wealth Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2021 and held it in 17 quarters.
  • Spire Wealth Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $1.22M in Q1 2021.
  • 20 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

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