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Spire Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Spire Wealth Management’s Portfolio SRVR Stock Details SRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,034
Closed -$116K – 2394
2025
Q4 		$116K Sell
4,034
-58
-1% -$1.75K ﹤0.01% 946
2025
Q3 		$130K Sell
4,092
-19
-0.5% -$604 ﹤0.01% 915
2025
Q2 		$133K Buy
4,111
+14
+0.3% +$429 ﹤0.01% 876
2025
Q1 		$120K Buy
4,097
+13
+0.3% +$394 ﹤0.01% 972
2024
Q4 		$122K Buy
4,084
+70
+2% +$2.19K ﹤0.01% 968
2024
Q3 		$129K Buy
4,014
+33
+0.8% +$982 ﹤0.01% 843
2024
Q2 		$109K Sell
3,981
-48
-1% -$1.31K ﹤0.01% 871
2024
Q1 		$115K Buy
4,029
+208
+5% +$6K ﹤0.01% 945
2023
Q4 		$108K Buy
3,821
+148
+4% +$4.02K ﹤0.01% 976
2023
Q3 		$95.1K Buy
3,673
+82
+2% +$2.34K ﹤0.01% 969
2023
Q2 		$105K Buy
3,591
+42
+1% +$1.22K ﹤0.01% 953
2023
Q1 		$105K Buy
3,549
+289
+9% +$8.74K ﹤0.01% 950
2022
Q4 		$95K Buy
3,260
+788
+32% +$22.8K 0.01% 769
2022
Q3 		$71K Sell
2,472
-423
-15% -$14.5K ﹤0.01% 827
2022
Q2 		$100K Sell
2,895
-2,746
-49% -$101K ﹤0.01% 1033
2022
Q1 		$219K Buy
5,641
+350
+7% +$13.1K 0.01% 853
2021
Q4 		$229K Sell
5,291
-135
-2% -$5.49K 0.01% 1036
2021
Q3 		$211K Sell
5,426
-813
-13% -$33.4K 0.01% 895
2021
Q2 		$244K Buy
6,239
+3,157
+102% +$122K 0.01% 862
2021
Q1 		$123K Buy
+3,082
New +$110K ﹤0.01% 1305

Other funds holding SRVR

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Spire Wealth Management's SRVR Position: Q1 2026 in Review

Spire Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2026, closing a stake of 4,034 shares — an estimated $116K sold.

Spire Wealth Management first reported a position in SRVR in Q1 2021 and held it in 20 quarters. The position peaked at $244K in Q2 2021. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

  • Spire Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 4,034 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $116K.
  • Spire Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $244K in Q2 2021.
  • 104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.