Spire Wealth Management’s Global X MLP ETF MLPA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25K	Buy	24 +1	+4%	+$54	﹤0.01%	2099
2026 Q1	$1.25K	Hold	23	–	–	﹤0.01%	2112
2025 Q4	$1.1K	Buy	23 +1	+5%	+$48	﹤0.01%	2182
2025 Q3	$1.08K	Hold	22	–	–	﹤0.01%	2262
2025 Q2	$1.1K	Buy	22 +1	+5%	+$50	﹤0.01%	2267
2025 Q1	$1.14K	Sell	21 -50	-70%	-$2.63K	﹤0.01%	2366
2024 Q4	$3.5K	Buy	71 +1	+1%	+$49	﹤0.01%	2135
2024 Q3	$3.34K	Buy	70 +2	+3%	+$96	﹤0.01%	1904
2024 Q2	$3.31K	Sell	68 -7,919	-99%	-$376K	﹤0.01%	1914
2024 Q1	$385K	Buy	7,987 +176	+2%	+$8.13K	0.01%	589
2023 Q4	$345K	Buy	7,811 +214	+3%	+$9.55K	0.01%	609
2023 Q3	$339K	Buy	7,597 +169	+2%	+$7.4K	0.01%	567
2023 Q2	$319K	Buy	7,428 +147	+2%	+$6.18K	0.01%	600
2023 Q1	$303K	Buy	7,281 +7,176	+6,834%	+$303K	0.01%	613
2022 Q4	$4K	Buy	105 +2	+2%	+$84	﹤0.01%	1905
2022 Q3	$4K	Sell	103 -10,437	-99%	-$422K	﹤0.01%	1804
2022 Q2	$389K	Buy	10,540 +3,666	+53%	+$149K	0.02%	553
2022 Q1	$277K	Buy	6,874 +584	+9%	+$22.7K	0.01%	751
2021 Q4	$220K	Sell	6,290 -212	-3%	-$7.61K	﹤0.01%	1050
2021 Q3	$229K	Buy	6,502 +135	+2%	+$4.77K	0.01%	866
2021 Q2	$246K	Sell	6,367 -130	-2%	-$4.78K	0.01%	859
2021 Q1	$215K	Buy	+6,497	New	+$203K	0.01%	1033

Other funds holding MLPA

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Spire Wealth Management increased its Global X MLP ETF (MLPA) stake by 4.3% in Q2 2026, buying an estimated $54 and bringing the position to 24 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Spire Wealth Management first reported a position in MLPA in Q1 2021 and has held it in 22 quarters since. The position peaked at $389K in Q2 2022. 32 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Spire Wealth Management held 24 shares of Global X MLP ETF worth $1.25K as of Q2 2026.
Spire Wealth Management bought 1 Global X MLP ETF share in Q2 2026, an estimated $54.
Global X MLP ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2099 holding.
Spire Wealth Management first reported a position in Global X MLP ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Global X MLP ETF position peaked at $389K in Q2 2022.
32 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

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