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Spire Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Spire Wealth Management’s Portfolio ONEQ Stock Details ONEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.02M Sell
67,964
-2,086
-3% -$208K 0.21% 104
2026
Q1 		$5.95M Buy
70,050
+948
+1% +$85.1K 0.2% 102
2025
Q4 		$6.32M Sell
69,102
-2,486
-3% -$226K 0.21% 97
2025
Q3 		$6.38M Buy
71,588
+2,309
+3% +$195K 0.22% 95
2025
Q2 		$5.55M Sell
69,279
-798
-1% -$57.5K 0.2% 97
2025
Q1 		$4.77M Sell
70,077
-16,146
-19% -$1.2M 0.15% 130
2024
Q4 		$6.56M Buy
+86,223
New +$6.45M 0.2% 104
2022
Q2 		– Sell
-91,979
Closed -$5.11M – 2787
2022
Q1 		$5.11M Sell
91,979
-280
-0.3% -$15.3K 0.14% 152
2021
Q4 		$5.62M Buy
92,259
+18,233
+25% +$1.09M 0.12% 161
2021
Q3 		$4.16M Buy
74,026
+27
+0% +$1.56K 0.11% 178
2021
Q2 		$4.17M Buy
73,999
+59,999
+429% +$3.23M 0.11% 183
2021
Q1 		$719K Buy
+14,000
New +$725K 0.02% 551

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

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

Spire Wealth Management reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 3% in Q2 2026, selling an estimated $208K and leaving 67,964 shares worth $7.02M. The position accounts for 0.21% of the portfolio, ranked #104.

Spire Wealth Management first reported a position in ONEQ in Q1 2021 and has held it in 12 quarters since. 439 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Spire Wealth Management held 67,964 shares of Fidelity Nasdaq Composite Index ETF worth $7.02M as of Q2 2026.
  • Spire Wealth Management sold 2,086 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $208K.
  • Fidelity Nasdaq Composite Index ETF made up 0.21% of Spire Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Spire Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2021 and has held it in 12 quarters since.
  • 439 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

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