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Spire Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Spire Wealth Management’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$135K Sell
1,296
-1,750
-57% -$177K ﹤0.01% 898
2026
Q1 		$295K Sell
3,046
-226
-7% -$23.4K 0.01% 683
2025
Q4 		$339K Sell
3,272
-62
-2% -$6.33K 0.01% 643
2025
Q3 		$330K Buy
3,334
+239
+8% +$23.3K 0.01% 642
2025
Q2 		$290K Sell
3,095
-629
-17% -$55.2K 0.01% 659
2025
Q1 		$328K Buy
3,724
+41
+1% +$3.77K 0.01% 690
2024
Q4 		$342K Sell
3,683
-1
-0% -$96 0.01% 674
2024
Q3 		$357K Sell
3,684
-850
-19% -$77.7K 0.01% 597
2024
Q2 		$393K Sell
4,534
-316
-7% -$27.5K 0.01% 538
2024
Q1 		$436K Buy
4,850
+133
+3% +$11.4K 0.01% 553
2023
Q4 		$396K Buy
4,717
+968
+26% +$75.2K 0.01% 572
2023
Q3 		$284K Sell
3,749
-135
-3% -$10.8K 0.01% 607
2023
Q2 		$310K Sell
3,884
-3,157
-45% -$238K 0.01% 608
2023
Q1 		$520K Sell
7,041
-3,058
-30% -$217K 0.02% 483
2022
Q4 		$656K Buy
10,099
+424
+4% +$27.5K 0.04% 303
2022
Q3 		$580K Buy
9,675
+221
+2% +$14.9K 0.04% 303
2022
Q2 		$602K Sell
9,454
-11,737
-55% -$805K 0.02% 427
2022
Q1 		$1.58M Sell
21,191
-1,581
-7% -$116K 0.04% 305
2021
Q4 		$1.73M Buy
22,772
+13,873
+156% +$1.05M 0.04% 334
2021
Q3 		$652K Buy
8,899
+2,763
+45% +$208K 0.02% 523
2021
Q2 		$454K Buy
6,136
+4,230
+222% +$308K 0.01% 638
2021
Q1 		$132K Buy
+1,906
New +$126K ﹤0.01% 1263

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Spire Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 57% in Q2 2026, selling an estimated $177K and leaving 1,296 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Spire Wealth Management first reported a position in MOAT in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.73M in Q4 2021. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Spire Wealth Management held 1,296 shares of VanEck Morningstar Wide Moat ETF worth $135K as of Q2 2026.
  • Spire Wealth Management sold 1,750 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $177K.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #898 holding.
  • Spire Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $1.73M in Q4 2021.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

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