Spire Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-276	Closed	-$5.25K	–	2509
2025 Q1	$5.25K	Buy	+276	New	+$5.42K	﹤0.01%	2041
2022 Q3	–	Sell	-975	Closed	-$21K	–	2492
2022 Q2	$21K	Sell	975 -12,497	-93%	-$271K	﹤0.01%	1652
2022 Q1	$317K	Sell	13,472 -242	-2%	-$5.79K	0.01%	710
2021 Q4	$353K	Buy	13,714 +13,414	+4,471%	+$344K	0.01%	833
2021 Q3	$8K	Hold	300	–	–	﹤0.01%	2167
2021 Q2	$8K	Sell	300 -300	-50%	-$7.73K	﹤0.01%	2207
2021 Q1	$15K	Buy	+600	New	+$15.2K	﹤0.01%	2271

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Spire Wealth Management's PFFD Position: Q2 2025 in Review

Spire Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q2 2025, closing a stake of 276 shares — an estimated $5.25K sold.

Spire Wealth Management first reported a position in PFFD in Q1 2021 and held it in 7 quarters. The position peaked at $353K in Q4 2021. 289 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

Spire Wealth Management reported no remaining Global X US Preferred ETF position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 276 Global X US Preferred ETF shares in Q2 2025, an estimated $5.25K.
Spire Wealth Management first reported a position in Global X US Preferred ETF in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Global X US Preferred ETF position peaked at $353K in Q4 2021.
289 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.