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Spire Wealth Management’s Nasdaq NDAQ Stock Holding History

Spire Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$289K Sell
3,664
-227
-6% -$19.9K 0.01% 679
2026
Q1 		$330K Buy
3,891
+44
+1% +$3.94K 0.01% 639
2025
Q4 		$374K Sell
3,847
-130
-3% -$11.7K 0.01% 617
2025
Q3 		$352K Buy
3,977
+595
+18% +$55.1K 0.01% 625
2025
Q2 		$302K Sell
3,382
-7,652
-69% -$611K 0.01% 641
2025
Q1 		$837K Sell
11,034
-11
-0.1% -$866 0.03% 440
2024
Q4 		$854K Buy
11,045
+1,203
+12% +$93K 0.03% 428
2024
Q3 		$719K Buy
9,842
+510
+5% +$34.8K 0.02% 447
2024
Q2 		$562K Buy
9,332
+17
+0.2% +$1.03K 0.02% 467
2024
Q1 		$588K Buy
9,315
+1,613
+21% +$93.3K 0.01% 486
2023
Q4 		$446K Sell
7,702
-525
-6% -$27.7K 0.01% 540
2023
Q3 		$400K Sell
8,227
-6,181
-43% -$313K 0.02% 523
2023
Q2 		$718K Sell
14,408
-279
-2% -$15.1K 0.03% 416
2023
Q1 		$803K Buy
14,687
+11,422
+350% +$660K 0.03% 384
2022
Q4 		$200K Buy
3,265
+7
+0.2% +$436 0.01% 562
2022
Q3 		$185K Sell
3,258
-104,403
-97% -$6.14M 0.01% 550
2022
Q2 		$5.47M Sell
107,661
-164,928
-61% -$8.73M 0.23% 113
2022
Q1 		$16.2M Sell
272,589
-35,004
-11% -$2.07M 0.43% 54
2021
Q4 		$21.5M Buy
307,593
+5,970
+2% +$407K 0.48% 45
2021
Q3 		$19.4M Sell
301,623
-978
-0.3% -$61.6K 0.51% 43
2021
Q2 		$17.7M Buy
302,601
+2,172
+0.7% +$120K 0.48% 45
2021
Q1 		$14.7M Buy
+300,429
New +$14.3M 0.39% 60

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Spire Wealth Management reduced its Nasdaq (NDAQ) stake by 5.8% in Q2 2026, selling an estimated $19.9K and leaving 3,664 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #679.

Spire Wealth Management first reported a position in NDAQ in Q1 2021 and has held it in 22 quarters since. The position peaked at $21.5M in Q4 2021. 1,076 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Spire Wealth Management held 3,664 shares of Nasdaq worth $289K as of Q2 2026.
  • Spire Wealth Management sold 227 Nasdaq shares in Q2 2026, an estimated $19.9K.
  • Nasdaq made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #679 holding.
  • Spire Wealth Management first reported a position in Nasdaq in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Nasdaq position peaked at $21.5M in Q4 2021.
  • 1,076 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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