Spire Wealth Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$245K	Buy	2,671 +5	+0.2%	+$447	0.01%	731
2026 Q1	$230K	Buy	2,666 +1,507	+130%	+$134K	0.01%	737
2025 Q4	$97.6K	Buy	1,159 +9	+0.8%	+$756	﹤0.01%	997
2025 Q3	$98.2K	Buy	1,150 +11	+1%	+$927	﹤0.01%	995
2025 Q2	$92.9K	Buy	1,139 +7	+0.6%	+$558	﹤0.01%	999
2025 Q1	$91.3K	Hold	1,132	–	–	﹤0.01%	1068
2024 Q4	$91.3K	Buy	1,132 +14	+1%	+$1.17K	﹤0.01%	1065
2024 Q3	$91.4K	Buy	1,118 +8	+0.7%	+$629	﹤0.01%	936
2024 Q2	$81.7K	Buy	1,110 +104	+10%	+$7.86K	﹤0.01%	959
2024 Q1	$79K	Buy	1,006 +4	+0.4%	+$296	﹤0.01%	1068
2023 Q4	$72.4K	Buy	1,002 +9	+0.9%	+$616	﹤0.01%	1085
2023 Q3	$66.3K	Buy	993 +6	+0.6%	+$420	﹤0.01%	1066
2023 Q2	$69.4K	Buy	987 +5	+0.5%	+$347	﹤0.01%	1084
2023 Q1	$69.5K	Buy	982 +5	+0.5%	+$364	﹤0.01%	1068
2022 Q4	$70K	Buy	977 +7	+0.7%	+$495	﹤0.01%	867
2022 Q3	$62K	Buy	970 +6	+0.6%	+$421	﹤0.01%	876
2022 Q2	$65K	Buy	964 +6	+0.6%	+$421	﹤0.01%	1188
2022 Q1	$69K	Buy	958 +4	+0.4%	+$286	﹤0.01%	1321
2021 Q4	$70K	Buy	954 +8	+0.8%	+$574	﹤0.01%	1562
2021 Q3	$64K	Buy	946 +6	+0.6%	+$425	﹤0.01%	1376
2021 Q2	$67K	Buy	940 +6	+0.6%	+$435	﹤0.01%	1362
2021 Q1	$65K	Buy	+934	New	+$62.1K	﹤0.01%	1593

Other funds holding REGL

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

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Spire Wealth Management increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 0.19% in Q2 2026, buying an estimated $447 and bringing the position to 2,671 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #731.

Spire Wealth Management first reported a position in REGL in Q1 2021 and has held it in 22 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Spire Wealth Management held 2,671 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $245K as of Q2 2026.
Spire Wealth Management bought 5 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $447.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #731 holding.
Spire Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2021 and has held it in 22 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

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