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Spire Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Spire Wealth Management’s Portfolio SPGP Stock Details SPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,664
Closed -$865K – 2547
2025
Q1 		$865K Buy
8,664
+160
+2% +$16.9K 0.03% 435
2024
Q4 		$892K Sell
8,504
-159
-2% -$17.1K 0.03% 420
2024
Q3 		$907K Buy
8,663
+157
+2% +$16K 0.03% 392
2024
Q2 		$874K Sell
8,506
-198
-2% -$20.4K 0.03% 370
2024
Q1 		$927K Buy
8,704
+120
+1% +$11.9K 0.02% 390
2023
Q4 		$821K Sell
8,584
-255
-3% -$23.6K 0.03% 402
2023
Q3 		$807K Sell
8,839
-755
-8% -$70.4K 0.03% 380
2023
Q2 		$871K Sell
9,594
-15
-0.2% -$1.29K 0.03% 373
2023
Q1 		$820K Buy
9,609
+240
+3% +$20.8K 0.03% 381
2022
Q4 		$774K Sell
9,369
-116
-1% -$9.56K 0.04% 273
2022
Q3 		$710K Buy
9,485
+11
+0.1% +$914 0.04% 274
2022
Q2 		$754K Buy
9,474
+494
+6% +$42.1K 0.03% 386
2022
Q1 		$819K Buy
8,980
+575
+7% +$52.1K 0.02% 435
2021
Q4 		$816K Sell
8,405
-4,377
-34% -$406K 0.02% 534
2021
Q3 		$1.11M Buy
12,782
+300
+2% +$27.1K 0.03% 386
2021
Q2 		$1.09M Hold
12,482
– – 0.03% 405
2021
Q1 		$1.02M Buy
+12,482
New +$970K 0.03% 430

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Spire Wealth Management's SPGP Position: Q2 2025 in Review

Spire Wealth Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2025, closing a stake of 8,664 shares — an estimated $865K sold.

Spire Wealth Management first reported a position in SPGP in Q1 2021 and held it in 17 quarters. The position peaked at $1.11M in Q3 2021. 313 funds tracked by Wall St. Rank hold SPGP as of Q2 2025.

  • Spire Wealth Management reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 8,664 Invesco S&P 500 GARP ETF shares in Q2 2025, an estimated $865K.
  • Spire Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q1 2021 and held it in 17 quarters.
  • Spire Wealth Management's Invesco S&P 500 GARP ETF position peaked at $1.11M in Q3 2021.
  • 313 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.