Spire Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-200	Closed	-$12.8K	–	2484
2025 Q1	$12.8K	Hold	200	–	–	﹤0.01%	1763
2024 Q4	$12.1K	Hold	200	–	–	﹤0.01%	1792
2024 Q3	$13.2K	Hold	200	–	–	﹤0.01%	1563
2024 Q2	$12K	Hold	200	–	–	﹤0.01%	1590
2024 Q1	$12.2K	Hold	200	–	–	﹤0.01%	1656
2023 Q4	$11.7K	Hold	200	–	–	﹤0.01%	1707
2023 Q3	$11.4K	Hold	200	–	–	﹤0.01%	1691
2023 Q2	$12.2K	Hold	200	–	–	﹤0.01%	1746
2023 Q1	$12.4K	Hold	200	–	–	﹤0.01%	1775
2022 Q4	$12K	Hold	200	–	–	﹤0.01%	1546
2022 Q3	$11K	Hold	200	–	–	﹤0.01%	1540
2022 Q2	$12K	Hold	200	–	–	﹤0.01%	1855
2022 Q1	$12K	Sell	200 -30	-13%	-$1.87K	﹤0.01%	1977
2021 Q4	$15K	Buy	230 +30	+15%	+$1.86K	﹤0.01%	2223
2021 Q3	$12K	Sell	200 -1,000	-83%	-$61.7K	﹤0.01%	2043
2021 Q2	$73K	Buy	1,200 +800	+200%	+$48.7K	﹤0.01%	1326
2021 Q1	$23K	Buy	+400	New	+$22.7K	﹤0.01%	2091

Other funds holding KXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Spire Wealth Management sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2025, closing a stake of 200 shares — an estimated $12.8K sold.

Spire Wealth Management first reported a position in KXI in Q1 2021 and held it in 17 quarters. The position peaked at $73K in Q2 2021. 133 funds tracked by Wall St. Rank hold KXI as of Q2 2025.

Spire Wealth Management reported no remaining iShares Global Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 200 iShares Global Consumer Staples ETF shares in Q2 2025, an estimated $12.8K.
Spire Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q1 2021 and held it in 17 quarters.
Spire Wealth Management's iShares Global Consumer Staples ETF position peaked at $73K in Q2 2021.
133 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2025.

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