Spire Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.22M	Sell	24,556 -7,222	-23%	-$1.48M	0.16%	135
2026 Q1	$6.1M	Buy	31,778 +13,277	+72%	+$2.63M	0.21%	99
2025 Q4	$3.54M	Buy	18,501 +7,418	+67%	+$1.41M	0.12%	158
2025 Q3	$2.1M	Buy	11,083 +186	+2%	+$34.7K	0.07%	227
2025 Q2	$1.98M	Sell	10,897 -14,873	-58%	-$2.57M	0.07%	230
2025 Q1	$4.46M	Sell	25,770 -1,261	-5%	-$224K	0.14%	140
2024 Q4	$4.74M	Buy	27,031 +1,493	+6%	+$270K	0.15%	132
2024 Q3	$4.58M	Sell	25,538 -986	-4%	-$168K	0.15%	123
2024 Q2	$4.36M	Sell	26,524 -1,413	-5%	-$232K	0.15%	138
2024 Q1	$4.73M	Buy	27,937 +616	+2%	+$98.9K	0.09%	167
2023 Q4	$4.26M	Sell	27,321 -3,903	-13%	-$567K	0.14%	162
2023 Q3	$4.42M	Sell	31,224 -1,156	-4%	-$173K	0.17%	125
2023 Q2	$4.85M	Sell	32,380 -28	-0.1%	-$4.03K	0.18%	106
2023 Q1	$4.69M	Buy	32,408 +9,176	+39%	+$1.34M	0.18%	115
2022 Q4	$3.28M	Buy	23,232 +2,550	+12%	+$357K	0.18%	119
2022 Q3	$2.63M	Sell	20,682 -9,210	-31%	-$1.3M	0.16%	121
2022 Q2	$4.01M	Sell	29,892 -1,399	-4%	-$205K	0.17%	133
2022 Q1	$4.93M	Buy	31,291 +1,880	+6%	+$293K	0.13%	156
2021 Q4	$4.79M	Sell	29,411 -2,691	-8%	-$425K	0.11%	179
2021 Q3	$4.81M	Buy	32,102 +2,269	+8%	+$347K	0.13%	163
2021 Q2	$4.5M	Buy	29,833 +5,163	+21%	+$769K	0.12%	173
2021 Q1	$3.5M	Buy	+24,670	New	+$3.33M	0.09%	200

Other funds holding RSP

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

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

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

Spire Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 23% in Q2 2026, selling an estimated $1.48M and leaving 24,556 shares worth $5.22M. The position accounts for 0.16% of the portfolio, ranked #135.

Spire Wealth Management first reported a position in RSP in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.1M in Q1 2026. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Spire Wealth Management held 24,556 shares of Invesco S&P 500 Equal Weight ETF worth $5.22M as of Q2 2026.
Spire Wealth Management sold 7,222 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.48M.
Invesco S&P 500 Equal Weight ETF made up 0.16% of Spire Wealth Management's portfolio in Q2 2026, its #135 holding.
Spire Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $6.1M in Q1 2026.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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