SWM
XDEC icon

Spire Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Spire Wealth Management’s Portfolio XDEC Stock Details XDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,000
Closed -$40.1K – 2494
2025
Q3 		$40.1K Sell
1,000
-200
-17% -$7.9K ﹤0.01% 1305
2025
Q2 		$46.6K Hold
1,200
– – ﹤0.01% 1222
2025
Q1 		$44.2K Hold
1,200
– – ﹤0.01% 1326
2024
Q4 		$44.8K Hold
1,200
– – ﹤0.01% 1322
2024
Q3 		$44.1K Hold
1,200
– – ﹤0.01% 1168
2024
Q2 		$43.3K Hold
1,200
– – ﹤0.01% 1169
2024
Q1 		$42.3K Hold
1,200
– – ﹤0.01% 1273
2023
Q4 		$41.3K Hold
1,200
– – ﹤0.01% 1272
2023
Q3 		$39.5K Sell
1,200
-400
-25% -$13.2K ﹤0.01% 1253
2023
Q2 		$52.2K Hold
1,600
– – ﹤0.01% 1181
2023
Q1 		$49.9K Sell
1,600
-567
-26% -$17.4K ﹤0.01% 1208
2022
Q4 		$64K Buy
2,167
+1,928
+807% +$56.1K ﹤0.01% 904
2022
Q3 		$7K Sell
239
-1,333
-85% -$38.4K ﹤0.01% 1674
2022
Q2 		$44K Buy
+1,572
New +$45.5K ﹤0.01% 1348

Other funds holding XDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Spire Wealth Management's XDEC Position: Q4 2025 in Review

Spire Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q4 2025, closing a stake of 1,000 shares — an estimated $40.1K sold.

Spire Wealth Management first reported a position in XDEC in Q2 2022 and held it in 14 quarters. The position peaked at $64K in Q4 2022. 81 funds tracked by Wall St. Rank hold XDEC as of Q4 2025.

  • Spire Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,000 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q4 2025, an estimated $40.1K.
  • Spire Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q2 2022 and held it in 14 quarters.
  • Spire Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $64K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.