Spire Wealth Management
ONEQ icon

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
Q3 		$8.18M Buy
77,289
+9,325
+14% +$962K 0.25% 92
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 $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

Spire Wealth Management's ONEQ Position: Q3 2026 in Review

Spire Wealth Management increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 14% in Q3 2026, buying an estimated $962K and bringing the position to 77,289 shares worth $8.18M. The position accounts for 0.25% of the portfolio, ranked #92.

Spire Wealth Management first reported a position in ONEQ in Q1 2021 and has held it in 13 quarters since. 416 funds tracked by Wall St. Rank hold ONEQ as of Q3 2026.

  • Spire Wealth Management held 77,289 shares of Fidelity Nasdaq Composite Index ETF worth $8.18M as of Q3 2026.
  • Spire Wealth Management bought 9,325 Fidelity Nasdaq Composite Index ETF shares in Q3 2026, an estimated $962K.
  • Fidelity Nasdaq Composite Index ETF made up 0.25% of Spire Wealth Management's portfolio in Q3 2026, its #92 holding.
  • Spire Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2021 and has held it in 13 quarters since.
  • 416 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.