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Spire Wealth Management’s LPL Financial LPLA Stock Holding History

Spire Wealth Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7
Closed -$2.24K – 2315
2026
Q1 		$2.24K Sell
7
-1,796
-100% -$603K ﹤0.01% 2026
2025
Q4 		$644K Sell
1,803
-203
-10% -$71.8K 0.02% 486
2025
Q3 		$667K Buy
2,006
+1
+0% +$362 0.02% 460
2025
Q2 		$752K Buy
2,005
+1,831
+1,052% +$642K 0.03% 421
2025
Q1 		$57K Buy
174
+28
+19% +$9.75K ﹤0.01% 1232
2024
Q4 		$47.7K Buy
146
+20
+16% +$5.91K ﹤0.01% 1307
2024
Q3 		$29.2K Sell
126
-33
-21% -$7.44K ﹤0.01% 1318
2024
Q2 		$44.5K Buy
159
+16
+11% +$4.34K ﹤0.01% 1163
2024
Q1 		$37.7K Buy
143
+21
+17% +$5.3K ﹤0.01% 1306
2023
Q4 		$29.2K Buy
122
+40
+49% +$8.99K ﹤0.01% 1392
2023
Q3 		$19.5K Hold
82
– – ﹤0.01% 1511
2023
Q2 		$17.8K Hold
82
– – ﹤0.01% 1634
2023
Q1 		$16.6K Buy
82
+38
+86% +$8.69K ﹤0.01% 1685
2022
Q4 		$10K Sell
44
-24
-35% -$5.61K ﹤0.01% 1610
2022
Q3 		$15K Sell
68
-59
-46% -$12.5K ﹤0.01% 1442
2022
Q2 		$23K Hold
127
– – ﹤0.01% 1616
2022
Q1 		$23K Sell
127
-252
-66% -$43.9K ﹤0.01% 1754
2021
Q4 		$61K Buy
379
+220
+138% +$36.3K ﹤0.01% 1619
2021
Q3 		$25K Buy
159
+33
+26% +$4.74K ﹤0.01% 1764
2021
Q2 		$17K Sell
126
-28
-18% -$4.07K ﹤0.01% 1942
2021
Q1 		$22K Buy
+154
New +$19.6K ﹤0.01% 2107

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Spire Wealth Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 7 shares — an estimated $2.24K sold.

Spire Wealth Management first reported a position in LPLA in Q1 2021 and held it in 21 quarters. The position peaked at $752K in Q2 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Spire Wealth Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 7 LPL Financial shares in Q2 2026, an estimated $2.24K.
  • Spire Wealth Management first reported a position in LPL Financial in Q1 2021 and held it in 21 quarters.
  • Spire Wealth Management's LPL Financial position peaked at $752K in Q2 2025.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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