Spire Wealth Management
RSPN icon

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

Spire Wealth Management’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$258K Sell
4,461
-419
-9% -$26K 0.01% 685
2026
Q2 		$312K Sell
4,880
-194
-4% -$11.8K 0.01% 660
2026
Q1 		$292K Buy
5,074
+215
+4% +$13K 0.01% 685
2025
Q4 		$275K Buy
4,859
+8
+0.2% +$448 0.01% 705
2025
Q3 		$272K Buy
4,851
+14
+0.3% +$776 0.01% 701
2025
Q2 		$259K Buy
4,837
+11
+0.2% +$553 0.01% 699
2025
Q1 		$236K Sell
4,826
-603
-11% -$30.6K 0.01% 783
2024
Q4 		$273K Sell
5,429
-187
-3% -$9.8K 0.01% 732
2024
Q3 		$288K Buy
5,616
+12
+0.2% +$573 0.01% 648
2024
Q2 		$254K Sell
5,604
-71
-1% -$3.28K 0.01% 656
2024
Q1 		$271K Buy
5,675
+13
+0.2% +$579 ﹤0.01% 694
2023
Q4 		$241K Buy
5,662
+18
+0.3% +$711 0.01% 711
2023
Q3 		$216K Buy
5,644
+14
+0.2% +$567 0.01% 690
2023
Q2 		$230K Buy
5,630
+15
+0.3% +$565 0.01% 684
2023
Q1 		$211K Sell
5,615
-180
-3% -$6.73K 0.01% 710
2022
Q4 		$207K Sell
5,795
-10
-0.2% -$350 0.01% 555
2022
Q3 		$180K Buy
5,805
+20
+0.3% +$684 0.01% 557
2022
Q2 		$186K Sell
5,785
-330
-5% -$11.5K 0.01% 797
2022
Q1 		$231K Sell
6,115
-20
-0.3% -$745 0.01% 831
2021
Q4 		$243K Sell
6,135
-15
-0.2% -$581 0.01% 1010
2021
Q3 		$224K Sell
6,150
-25
-0.4% -$946 0.01% 874
2021
Q2 		$230K Sell
6,175
-35
-0.6% -$1.3K 0.01% 883
2021
Q1 		$221K Buy
+6,210
New +$204K 0.01% 1023

Other funds holding RSPN

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Carmel Capital Management
Carmel Capital Management Carmel, California $425M AUM 46.69% 1-Year Est. Return
TM
TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sage Advisory Services
Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Harbor Asset Planning
Harbor Asset Planning Belmont, Massachusetts $133M AUM 16.92% 1-Year Est. Return
G&S Capital
G&S Capital Denver, Colorado $345M AUM 26.69% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return

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

Spire Wealth Management reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 8.6% in Q3 2026, selling an estimated $26K and leaving 4,461 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #685.

Spire Wealth Management first reported a position in RSPN in Q1 2021 and has held it in 23 quarters since. The position peaked at $312K in Q2 2026. 57 funds tracked by Wall St. Rank hold RSPN as of Q3 2026.

  • Spire Wealth Management held 4,461 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $258K as of Q3 2026.
  • Spire Wealth Management sold 419 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2026, an estimated $26K.
  • Invesco S&P 500 Equal Weight Industrials ETF made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #685 holding.
  • Spire Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $312K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2026.

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