Spire Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Spire Wealth Management’s Portfolio UTG Stock Details UTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$187K	Buy	4,593 +54	+1%	+$2.25K	0.01%	807
2026 Q1	$178K	Sell	4,539 -6	-0.1%	-$235	0.01%	820
2025 Q4	$166K	Buy	4,545 +59	+1%	+$2.24K	0.01%	848
2025 Q3	$178K	Buy	4,486 +56	+1%	+$2.11K	0.01%	815
2025 Q2	$160K	Sell	4,430 -289	-6%	-$9.65K	0.01%	822
2025 Q1	$154K	Sell	4,719 -700	-13%	-$23K	﹤0.01%	888
2024 Q4	$172K	Buy	5,419 +14	+0.3%	+$460	0.01%	866
2024 Q3	$177K	Buy	5,405 +232	+4%	+$6.83K	0.01%	764
2024 Q2	$141K	Buy	5,173 +89	+2%	+$2.42K	0.01%	808
2024 Q1	$137K	Buy	5,084 +57	+1%	+$1.5K	﹤0.01%	898
2023 Q4	$132K	Sell	5,027 -1,184	-19%	-$30.3K	﹤0.01%	913
2023 Q3	$153K	Sell	6,211 -215	-3%	-$5.77K	0.01%	797
2023 Q2	$176K	Sell	6,426 -125	-2%	-$3.5K	0.01%	764
2023 Q1	$186K	Buy	6,551 +10	+0.2%	+$287	0.01%	743
2022 Q4	$185K	Sell	6,541 -72	-1%	-$2.03K	0.01%	576
2022 Q3	$180K	Sell	6,613 -850	-11%	-$26.9K	0.01%	559
2022 Q2	$231K	Sell	7,463 -351	-4%	-$11.6K	0.01%	714
2022 Q1	$270K	Sell	7,814 -13,280	-63%	-$441K	0.01%	765
2021 Q4	$753K	Buy	21,094 +12,616	+149%	+$425K	0.02%	569
2021 Q3	$278K	Buy	8,478 +891	+12%	+$31.4K	0.01%	784
2021 Q2	$260K	Sell	7,587 -13,714	-64%	-$475K	0.01%	839
2021 Q1	$707K	Buy	+21,301	New	+$692K	0.02%	557

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Spire Wealth Management increased its Reaves Utility Income Fund (UTG) stake by 1.2% in Q2 2026, buying an estimated $2.25K and bringing the position to 4,593 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #807.

Spire Wealth Management first reported a position in UTG in Q1 2021 and has held it in 22 quarters since. The position peaked at $753K in Q4 2021. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Spire Wealth Management held 4,593 shares of Reaves Utility Income Fund worth $187K as of Q2 2026.
Spire Wealth Management bought 54 Reaves Utility Income Fund shares in Q2 2026, an estimated $2.25K.
Reaves Utility Income Fund made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #807 holding.
Spire Wealth Management first reported a position in Reaves Utility Income Fund in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Reaves Utility Income Fund position peaked at $753K in Q4 2021.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

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