Spire Wealth Management’s ProShares Russell 2000 Dividend Growers 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 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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

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

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

FHC

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

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

Spire Wealth Management held its ProShares Russell 2000 Dividend Growers ETF (SMDV) position steady in Q2 2026 at 110 shares worth $8.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Spire Wealth Management first reported a position in SMDV in Q4 2021 and has held it in 10 quarters since. 16 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

Spire Wealth Management held 110 shares of ProShares Russell 2000 Dividend Growers ETF worth $8.51K as of Q2 2026.
Spire Wealth Management left its ProShares Russell 2000 Dividend Growers ETF share count unchanged in Q2 2026.
ProShares Russell 2000 Dividend Growers ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1690 holding.
Spire Wealth Management first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2021 and has held it in 10 quarters since.
16 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2026.

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