SWM
UTWY icon

Spire Wealth Management’s US Treasury 20 Year Bond ETF UTWY Stock Holding History

Spire Wealth Management’s Portfolio UTWY Stock Details UTWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-250
Closed -$10.7K – 2376
2026
Q1 		$10.7K Sell
250
-600
-71% -$26.2K ﹤0.01% 1593
2025
Q4 		$37K Buy
+850
New +$37.6K ﹤0.01% 1270

Other funds holding UTWY

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

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

Spire Wealth Management sold out of US Treasury 20 Year Bond ETF (UTWY) in Q2 2026, closing a stake of 250 shares — an estimated $10.7K sold.

Spire Wealth Management first reported a position in UTWY in Q4 2025 and held it in 2 quarters. The position peaked at $37K in Q4 2025. 6 funds tracked by Wall St. Rank hold UTWY as of Q2 2026.

  • Spire Wealth Management reported no remaining US Treasury 20 Year Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 250 US Treasury 20 Year Bond ETF shares in Q2 2026, an estimated $10.7K.
  • Spire Wealth Management first reported a position in US Treasury 20 Year Bond ETF in Q4 2025 and held it in 2 quarters.
  • Spire Wealth Management's US Treasury 20 Year Bond ETF position peaked at $37K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held US Treasury 20 Year Bond ETF as of Q2 2026.

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