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Spire Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Spire Wealth Management’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$844K Buy
9,858
+688
+8% +$56.5K 0.03% 426
2026
Q1 		$627K Buy
9,170
+3
+0% +$220 0.02% 492
2025
Q4 		$635K Hold
9,167
– – 0.02% 488
2025
Q3 		$601K Sell
9,167
-110
-1% -$6.96K 0.02% 486
2025
Q2 		$555K Sell
9,277
-254
-3% -$13.6K 0.02% 484
2025
Q1 		$491K Sell
9,531
-898
-9% -$51.5K 0.02% 563
2024
Q4 		$587K Sell
10,429
-663
-6% -$37.7K 0.02% 512
2024
Q3 		$633K Sell
11,092
-8,378
-43% -$458K 0.02% 470
2024
Q2 		$1.07M Sell
19,470
-9,435
-33% -$526K 0.04% 329
2024
Q1 		$1.69M Buy
28,905
+912
+3% +$51.6K 0.03% 277
2023
Q4 		$1.54M Sell
27,993
-1,922
-6% -$98.1K 0.05% 274
2023
Q3 		$1.51M Buy
29,915
+20,699
+225% +$1.14M 0.06% 255
2023
Q2 		$540K Buy
9,216
+62
+0.7% +$3.41K 0.02% 471
2023
Q1 		$501K Buy
9,154
+917
+11% +$47.8K 0.02% 489
2022
Q4 		$382K Buy
8,237
+250
+3% +$11.4K 0.02% 410
2022
Q3 		$330K Sell
7,987
-1,487
-16% -$70.3K 0.02% 417
2022
Q2 		$426K Sell
9,474
-1,215
-11% -$60.7K 0.02% 522
2022
Q1 		$623K Sell
10,689
-77
-0.7% -$4.69K 0.02% 511
2021
Q4 		$755K Buy
10,766
+1
+0% +$68 0.02% 567
2021
Q3 		$693K Buy
10,765
+77
+0.7% +$5.12K 0.02% 502
2021
Q2 		$697K Hold
10,688
– – 0.02% 520
2021
Q1 		$663K Buy
+10,688
New +$703K 0.02% 576

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

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

Spire Wealth Management increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 7.5% in Q2 2026, buying an estimated $56.5K and bringing the position to 9,858 shares worth $844K. The position accounts for 0.03% of the portfolio, ranked #426.

Spire Wealth Management first reported a position in ROBO in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.69M in Q1 2024. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Spire Wealth Management held 9,858 shares of ROBO Global Robotics & Automation Index ETF worth $844K as of Q2 2026.
  • Spire Wealth Management bought 688 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $56.5K.
  • ROBO Global Robotics & Automation Index ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Spire Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $1.69M in Q1 2024.
  • 320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

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