SWM
SOXX icon

Spire Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Spire Wealth Management’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13M Sell
20,276
-5,909
-23% -$3M 0.39% 58
2026
Q1 		$8.61M Buy
26,185
+14,639
+127% +$5M 0.29% 72
2025
Q4 		$3.48M Buy
11,546
+2,348
+26% +$692K 0.12% 163
2025
Q3 		$2.49M Sell
9,198
-770
-8% -$192K 0.08% 194
2025
Q2 		$2.38M Sell
9,968
-4,697
-32% -$941K 0.09% 201
2025
Q1 		$2.76M Sell
14,665
-1,367
-9% -$292K 0.09% 220
2024
Q4 		$3.45M Sell
16,032
-5,559
-26% -$1.24M 0.11% 162
2024
Q3 		$4.98M Sell
21,591
-7,897
-27% -$1.81M 0.17% 117
2024
Q2 		$7.27M Buy
29,488
+3,493
+13% +$799K 0.26% 87
2024
Q1 		$5.87M Buy
25,995
+3,585
+16% +$745K 0.11% 135
2023
Q4 		$4.49M Buy
22,410
+2,763
+14% +$464K 0.15% 154
2023
Q3 		$3.1M Sell
19,647
-5,922
-23% -$986K 0.12% 185
2023
Q2 		$4.32M Buy
25,569
+5,145
+25% +$772K 0.16% 124
2023
Q1 		$3.03M Buy
20,424
+19,005
+1,339% +$2.59M 0.12% 163
2022
Q4 		$165K Sell
1,419
-375
-21% -$43.5K 0.01% 601
2022
Q3 		$191K Sell
1,794
-1,605
-47% -$201K 0.01% 541
2022
Q2 		$396K Sell
3,399
-62,421
-95% -$8.42M 0.02% 547
2022
Q1 		$10.4M Sell
65,820
-18,123
-22% -$2.9M 0.28% 97
2021
Q4 		$15.2M Buy
83,943
+4,704
+6% +$789K 0.34% 78
2021
Q3 		$11.8M Buy
79,239
+4,290
+6% +$652K 0.31% 91
2021
Q2 		$11.4M Buy
74,949
+1,239
+2% +$177K 0.31% 91
2021
Q1 		$10.4M Buy
+73,710
New +$10.1M 0.28% 100

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Spire Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 23% in Q2 2026, selling an estimated $3M and leaving 20,276 shares worth $13M. The position accounts for 0.39% of the portfolio, ranked #58.

Spire Wealth Management first reported a position in SOXX in Q1 2021 and has held it in 22 quarters since. The position peaked at $15.2M in Q4 2021. 1,177 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Spire Wealth Management held 20,276 shares of iShares Semiconductor ETF worth $13M as of Q2 2026.
  • Spire Wealth Management sold 5,909 iShares Semiconductor ETF shares in Q2 2026, an estimated $3M.
  • iShares Semiconductor ETF made up 0.39% of Spire Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Spire Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Semiconductor ETF position peaked at $15.2M in Q4 2021.
  • 1,177 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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