SWM
SOCL icon

Spire Wealth Management’s Global X Social Media ETF SOCL Stock Holding History

Spire Wealth Management’s Portfolio SOCL Stock Details SOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-205
Closed -$8.86K – 2365
2026
Q1 		$8.86K Buy
205
+1
+0.5% +$51 ﹤0.01% 1655
2025
Q4 		$11.3K Hold
204
– – ﹤0.01% 1668
2025
Q3 		$12.4K Buy
204
+33
+19% +$1.88K ﹤0.01% 1675
2025
Q2 		$9.14K Hold
171
– – ﹤0.01% 1750
2025
Q1 		$7.5K Hold
171
– – ﹤0.01% 1932
2024
Q4 		$7.24K Hold
171
– – ﹤0.01% 1938
2024
Q3 		$7.41K Sell
171
-30
-15% -$1.21K ﹤0.01% 1724
2024
Q2 		$8.49K Hold
201
– – ﹤0.01% 1678
2024
Q1 		$8.1K Hold
201
– – ﹤0.01% 1772
2023
Q4 		$7.81K Sell
201
-640
-76% -$24.1K ﹤0.01% 1824
2023
Q3 		$30.2K Sell
841
-1,255
-60% -$47.4K ﹤0.01% 1357
2023
Q2 		$76.7K Sell
2,096
-650
-24% -$23.3K ﹤0.01% 1056
2023
Q1 		$102K Sell
2,746
-17
-0.6% -$604 ﹤0.01% 966
2022
Q4 		$86K Sell
2,763
-864
-24% -$24.6K ﹤0.01% 795
2022
Q3 		$101K Sell
3,627
-205
-5% -$6.63K 0.01% 709
2022
Q2 		$127K Sell
3,832
-624
-14% -$23.2K 0.01% 942
2022
Q1 		$189K Sell
4,456
-177
-4% -$8.13K 0.01% 921
2021
Q4 		$249K Sell
4,633
-69
-1% -$4.08K 0.01% 999
2021
Q3 		$287K Buy
+4,702
New +$309K 0.01% 777
2021
Q2 		– Sell
-5,356
Closed -$357K – 2928
2021
Q1 		$357K Buy
+5,356
New +$370K 0.01% 788

Other funds holding SOCL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Spire Wealth Management sold out of Global X Social Media ETF (SOCL) in Q2 2026, closing a stake of 205 shares — an estimated $8.86K sold.

Spire Wealth Management first reported a position in SOCL in Q1 2021 and held it in 20 quarters. The position peaked at $357K in Q1 2021. 42 funds tracked by Wall St. Rank hold SOCL as of Q2 2026.

  • Spire Wealth Management reported no remaining Global X Social Media ETF position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 205 Global X Social Media ETF shares in Q2 2026, an estimated $8.86K.
  • Spire Wealth Management first reported a position in Global X Social Media ETF in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's Global X Social Media ETF position peaked at $357K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q2 2026.

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