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 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

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

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

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

FCG

Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

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

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

Spire Wealth Management increased its iShares MSCI Global Silver and Metals Miners ETF (SLVP) stake by 0.4% in Q2 2026, buying an estimated $143 and bringing the position to 1,004 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Spire Wealth Management first reported a position in SLVP in Q1 2021 and has held it in 16 quarters since. The position peaked at $299K in Q2 2024. 124 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

Spire Wealth Management held 1,004 shares of iShares MSCI Global Silver and Metals Miners ETF worth $30.9K as of Q2 2026.
Spire Wealth Management bought 4 iShares MSCI Global Silver and Metals Miners ETF shares in Q2 2026, an estimated $143.
iShares MSCI Global Silver and Metals Miners ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1308 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 16 quarters since.
Spire Wealth Management's iShares MSCI Global Silver and Metals Miners ETF position peaked at $299K in Q2 2024.
124 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2026.

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