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Spire Wealth Management’s Interactive Brokers IBKR Stock Holding History

Spire Wealth Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.49M Sell
28,641
-1,816
-6% -$151K 0.08% 237
2026
Q1 		$2.04M Buy
30,457
+4,641
+18% +$331K 0.07% 255
2025
Q4 		$1.66M Buy
25,816
+4,296
+20% +$288K 0.06% 292
2025
Q3 		$1.48M Buy
21,520
+775
+4% +$48.8K 0.05% 307
2025
Q2 		$1.15M Buy
20,745
+1,701
+9% +$80.7K 0.04% 338
2025
Q1 		$788K Buy
19,044
+8,104
+74% +$402K 0.03% 459
2024
Q4 		$483K Buy
10,940
+1,704
+18% +$71.7K 0.02% 553
2024
Q3 		$322K Buy
9,236
+1,572
+21% +$48.7K 0.01% 624
2024
Q2 		$235K Buy
7,664
+6,476
+545% +$193K 0.01% 681
2024
Q1 		$33.2K Hold
1,188
– – ﹤0.01% 1357
2023
Q4 		$26.7K Buy
1,188
+76
+7% +$1.55K ﹤0.01% 1431
2023
Q3 		$24.1K Sell
1,112
-2,960
-73% -$65.9K ﹤0.01% 1433
2023
Q2 		$84.6K Hold
4,072
– – ﹤0.01% 1021
2023
Q1 		$84K Buy
4,072
+432
+12% +$8.79K ﹤0.01% 1018
2022
Q4 		$66K Sell
3,640
-180
-5% -$3.36K ﹤0.01% 888
2022
Q3 		$61K Sell
3,820
-432
-10% -$6.66K ﹤0.01% 884
2022
Q2 		$58K Hold
4,252
– – ﹤0.01% 1230
2022
Q1 		$70K Sell
4,252
-1,728
-29% -$29.8K ﹤0.01% 1314
2021
Q4 		$119K Buy
5,980
+1,024
+21% +$19.1K ﹤0.01% 1325
2021
Q3 		$77K Buy
4,956
+264
+6% +$4.16K ﹤0.01% 1295
2021
Q2 		$77K Sell
4,692
-1,020
-18% -$17.6K ﹤0.01% 1303
2021
Q1 		$104K Buy
+5,712
New +$103K ﹤0.01% 1387

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Spire Wealth Management reduced its Interactive Brokers (IBKR) stake by 6% in Q2 2026, selling an estimated $151K and leaving 28,641 shares worth $2.49M. The position accounts for 0.08% of the portfolio, ranked #237.

Spire Wealth Management first reported a position in IBKR in Q1 2021 and has held it in 22 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Spire Wealth Management held 28,641 shares of Interactive Brokers worth $2.49M as of Q2 2026.
  • Spire Wealth Management sold 1,816 Interactive Brokers shares in Q2 2026, an estimated $151K.
  • Interactive Brokers made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Spire Wealth Management first reported a position in Interactive Brokers in Q1 2021 and has held it in 22 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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