Spire Wealth Management’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$174K	Hold	6,116	–	–	0.01%	827
2026 Q1	$161K	Hold	6,116	–	–	0.01%	845
2025 Q4	$159K	Hold	6,116	–	–	0.01%	859
2025 Q3	$155K	Sell	6,116 -2,682	-30%	-$66.2K	0.01%	857
2025 Q2	$211K	Sell	8,798 -7,506	-46%	-$175K	0.01%	750
2025 Q1	$382K	Sell	16,304 -2,266	-12%	-$55.8K	0.01%	648
2024 Q4	$460K	Buy	+18,570	New	+$465K	0.01%	565

Other funds holding SMAY

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Spire Wealth Management held its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) position steady in Q2 2026 at 6,116 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #827.

Spire Wealth Management first reported a position in SMAY in Q4 2024 and has held it in 7 quarters since. The position peaked at $460K in Q4 2024. 10 funds tracked by Wall St. Rank hold SMAY as of Q2 2026.

Spire Wealth Management held 6,116 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $174K as of Q2 2026.
Spire Wealth Management left its FT Vest US Small Cap Moderate Buffer ETF May share count unchanged in Q2 2026.
FT Vest US Small Cap Moderate Buffer ETF May made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #827 holding.
Spire Wealth Management first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $460K in Q4 2024.
10 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2026.

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