Spire Wealth Management’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.97K	Buy	111 +1	+0.9%	+$76	﹤0.01%	1667
2026 Q2	$8.51K	Hold	110	–	–	﹤0.01%	1690
2026 Q1	$7.56K	Buy	110 +1	+0.9%	+$70	﹤0.01%	1718
2025 Q4	$7.22K	Buy	109 +1	+0.9%	+$66	﹤0.01%	1821
2025 Q3	$7.22K	Buy	108 +1	+0.9%	+$67	﹤0.01%	1871
2025 Q2	$6.96K	Buy	107 +1	+0.9%	+$64	﹤0.01%	1843
2025 Q1	$6.98K	Hold	106	–	–	﹤0.01%	1965
2024 Q4	$7.2K	Buy	106 +1	+1%	+$71	﹤0.01%	1941
2024 Q3	$7.26K	Buy	105 +1	+1%	+$67	﹤0.01%	1728
2024 Q2	$6.46K	Buy	+104	New	+$6.48K	﹤0.01%	1766
2022 Q1	–	Sell	-75	Closed	-$5K	–	2837
2021 Q4	$5K	Buy	+75	New	+$4.89K	﹤0.01%	2579

Other funds holding SMDV

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Landmark Wealth Management (New York) Melville, New York $415M AUM 11.96% 1-Year Est. Return

Smith, Moore & Co Clayton, Missouri $1.55B AUM 16.43% 1-Year Est. Return

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

Spire Wealth Management increased its ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) stake by 0.91% in Q3 2026, buying an estimated $76 and bringing the position to 111 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Spire Wealth Management first reported a position in SMDV in Q4 2021 and has held it in 11 quarters since. The position peaked at $8.51K in Q2 2026. 118 funds tracked by Wall St. Rank hold SMDV as of Q3 2026.

Spire Wealth Management held 111 shares of ProShares S&P SmallCap 600 Dividend Aristocrats ETF worth $7.97K as of Q3 2026.
Spire Wealth Management bought 1 ProShares S&P SmallCap 600 Dividend Aristocrats ETF share in Q3 2026, an estimated $76.
ProShares S&P SmallCap 600 Dividend Aristocrats ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1667 holding.
Spire Wealth Management first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q4 2021 and has held it in 11 quarters since.
Spire Wealth Management's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $8.51K in Q2 2026.
118 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q3 2026.

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