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Spire Wealth Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Spire Wealth Management’s Portfolio INDY Stock Details INDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,600
Closed -$81.2K – 2470
2025
Q1 		$81.2K Sell
1,600
-575
-26% -$28.4K ﹤0.01% 1116
2024
Q4 		$111K Sell
2,175
-250
-10% -$13.3K ﹤0.01% 1000
2024
Q3 		$137K Buy
2,425
+725
+43% +$39.6K ﹤0.01% 830
2024
Q2 		$91.2K Hold
1,700
– – ﹤0.01% 921
2024
Q1 		$85.7K Buy
1,700
+100
+6% +$4.99K ﹤0.01% 1038
2023
Q4 		$79K Buy
1,600
+750
+88% +$34.6K ﹤0.01% 1062
2023
Q3 		$38.4K Sell
850
-1,000
-54% -$45.5K ﹤0.01% 1264
2023
Q2 		$83.3K Buy
1,850
+1,000
+118% +$42.9K ﹤0.01% 1025
2023
Q1 		$34.9K Buy
+850
New +$35.5K ﹤0.01% 1367
2022
Q3 		– Sell
-850
Closed -$35K – 2383
2022
Q2 		$35K Hold
850
– – ﹤0.01% 1443
2022
Q1 		$39K Hold
850
– – ﹤0.01% 1542
2021
Q4 		$40K Hold
850
– – ﹤0.01% 1822
2021
Q3 		$44K Hold
850
– – ﹤0.01% 1524
2021
Q2 		$40K Hold
850
– – ﹤0.01% 1577
2021
Q1 		$38K Buy
+850
New +$38.1K ﹤0.01% 1866

Other funds holding INDY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCG
Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Spire Wealth Management's INDY Position: Q2 2025 in Review

Spire Wealth Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2025, closing a stake of 1,600 shares — an estimated $81.2K sold.

Spire Wealth Management first reported a position in INDY in Q1 2021 and held it in 15 quarters. The position peaked at $137K in Q3 2024. 102 funds tracked by Wall St. Rank hold INDY as of Q2 2025.

  • Spire Wealth Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,600 iShares S&P India Nifty 50 Index Fund shares in Q2 2025, an estimated $81.2K.
  • Spire Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $137K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.