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Spire Wealth Management’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Spire Wealth Management’s Portfolio UTEN Stock Details UTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.6K Hold
547
– – ﹤0.01% 1397
2026
Q1 		$23.9K Hold
547
– – ﹤0.01% 1376
2025
Q4 		$24.1K Buy
+547
New +$24.3K ﹤0.01% 1415

Other funds holding UTEN

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

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

Spire Wealth Management held its US Treasury 10 Year Note ETF (UTEN) position steady in Q2 2026 at 547 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Spire Wealth Management first reported a position in UTEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.1K in Q4 2025. 9 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

  • Spire Wealth Management held 547 shares of US Treasury 10 Year Note ETF worth $23.6K as of Q2 2026.
  • Spire Wealth Management left its US Treasury 10 Year Note ETF share count unchanged in Q2 2026.
  • US Treasury 10 Year Note ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1397 holding.
  • Spire Wealth Management first reported a position in US Treasury 10 Year Note ETF in Q4 2025 and has held it in 3 quarters since.
  • Spire Wealth Management's US Treasury 10 Year Note ETF position peaked at $24.1K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

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