SWM
MFSI

Spire Wealth Management’s MFS Active International ETF MFSI Stock Holding History

Spire Wealth Management’s Portfolio MFSI Stock Details MFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40K Hold
1,230
– – ﹤0.01% 1233
2026
Q1 		$36.6K Buy
+1,230
New +$38K ﹤0.01% 1258

Other funds holding MFSI

BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
JRSI
Jeter Robert S II $104M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

Spire Wealth Management held its MFS Active International ETF (MFSI) position steady in Q2 2026 at 1,230 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Spire Wealth Management first reported a position in MFSI in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold MFSI as of Q2 2026.

  • Spire Wealth Management held 1,230 shares of MFS Active International ETF worth $40K as of Q2 2026.
  • Spire Wealth Management left its MFS Active International ETF share count unchanged in Q2 2026.
  • MFS Active International ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1233 holding.
  • Spire Wealth Management first reported a position in MFS Active International ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held MFS Active International ETF as of Q2 2026.

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