Spire Wealth Management’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$35.1K	Hold	1,004	–	–	﹤0.01%	1241
2026 Q2	$30.9K	Buy	1,004 +4	+0.4%	+$143	﹤0.01%	1308
2026 Q1	$35.5K	Buy	+1,000	New	+$40K	﹤0.01%	1269
2024 Q3	–	Sell	-26,043	Closed	-$299K	–	2259
2024 Q2	$299K	Buy	26,043 +16,865	+184%	+$202K	0.01%	618
2024 Q1	$93.2K	Hold	9,178	–	–	﹤0.01%	1009
2023 Q4	$81.1K	Hold	9,178	–	–	﹤0.01%	1053
2023 Q3	$78.7K	Buy	9,178 +5	+0.1%	+$48	﹤0.01%	1021
2023 Q2	$88.6K	Sell	9,173 -5	-0.1%	-$54	﹤0.01%	1005
2023 Q1	$105K	Hold	9,178	–	–	﹤0.01%	951
2022 Q4	$96K	Hold	9,178	–	–	0.01%	764
2022 Q3	$82K	Hold	9,178	–	–	0.01%	775
2022 Q2	$91K	Hold	9,178	–	–	﹤0.01%	1071
2022 Q1	$131K	Hold	9,178	–	–	﹤0.01%	1075
2021 Q4	$118K	Hold	9,178	–	–	﹤0.01%	1330
2021 Q3	$113K	Hold	9,178	–	–	﹤0.01%	1150
2021 Q2	$141K	Hold	9,178	–	–	﹤0.01%	1070
2021 Q1	$135K	Buy	+9,178	New	+$148K	﹤0.01%	1254

Other funds holding SLVP

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Turning Point Benefit Group Frederick, Maryland $245M AUM 13.29% 1-Year Est. Return

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

PAS

PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return

TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

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

Spire Wealth Management held its iShares MSCI Global Silver and Metals Miners ETF (SLVP) position steady in Q3 2026 at 1,004 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Spire Wealth Management first reported a position in SLVP in Q1 2021 and has held it in 17 quarters since. The position peaked at $299K in Q2 2024. 30 funds tracked by Wall St. Rank hold SLVP as of Q3 2026.

Spire Wealth Management held 1,004 shares of iShares MSCI Global Silver and Metals Miners ETF worth $35.1K as of Q3 2026.
Spire Wealth Management left its iShares MSCI Global Silver and Metals Miners ETF share count unchanged in Q3 2026.
iShares MSCI Global Silver and Metals Miners ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1241 holding.
Spire Wealth Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2021 and has held it in 17 quarters since.
Spire Wealth Management's iShares MSCI Global Silver and Metals Miners ETF position peaked at $299K in Q2 2024.
30 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q3 2026.

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