Spire Wealth Management’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-166	Closed	-$6K	–	2856
2022 Q1	$6K	Sell	166 -940	-85%	-$35.3K	﹤0.01%	2211
2021 Q4	$49K	Sell	1,106 -355	-24%	-$17.4K	﹤0.01%	1748
2021 Q3	$73K	Buy	1,461 +300	+26%	+$15.4K	﹤0.01%	1321
2021 Q2	$60K	Buy	1,161 +1,000	+621%	+$48.8K	﹤0.01%	1407
2021 Q1	$8K	Buy	+161	New	+$8.19K	﹤0.01%	2497

Other funds holding GXDW

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Spire Wealth Management's GXDW Position: Q2 2022 in Review

Spire Wealth Management sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q2 2022, closing a stake of 166 shares — an estimated $6K sold.

Spire Wealth Management first reported a position in GXDW in Q1 2021 and held it in 5 quarters. The position peaked at $73K in Q3 2021. 31 funds tracked by Wall St. Rank hold GXDW as of Q2 2022.

Spire Wealth Management reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 166 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q2 2022, an estimated $6K.
Spire Wealth Management first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $73K in Q3 2021.
31 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.