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Spire Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Spire Wealth Management’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Sell
20,108
-757
-4% -$46.2K 0.04% 347
2026
Q1 		$1.14M Sell
20,865
-1,676
-7% -$96.3K 0.04% 363
2025
Q4 		$1.34M Buy
22,541
+501
+2% +$29.4K 0.04% 334
2025
Q3 		$1.27M Buy
22,040
+1,340
+6% +$73.3K 0.04% 334
2025
Q2 		$1.08M Sell
20,700
-273
-1% -$13K 0.04% 352
2025
Q1 		$965K Buy
20,973
+15,216
+264% +$751K 0.03% 408
2024
Q4 		$288K Sell
5,757
-85
-1% -$4.18K 0.01% 721
2024
Q3 		$278K Buy
5,842
+55
+1% +$2.53K 0.01% 651
2024
Q2 		$265K Buy
5,787
+110
+2% +$4.72K 0.01% 646
2024
Q1 		$239K Buy
5,677
+11
+0.2% +$442 ﹤0.01% 728
2023
Q4 		$220K Buy
5,666
+511
+10% +$18.2K 0.01% 731
2023
Q3 		$175K Sell
5,155
-195
-4% -$6.86K 0.01% 749
2023
Q2 		$187K Sell
5,350
-200
-4% -$6.52K 0.01% 741
2023
Q1 		$172K Sell
5,550
-5,560
-50% -$163K 0.01% 777
2022
Q4 		$306K Sell
11,110
-700
-6% -$19.7K 0.02% 454
2022
Q3 		$318K Sell
11,810
-1,200
-9% -$36.2K 0.02% 425
2022
Q2 		$373K Sell
13,010
-1,580
-11% -$49.2K 0.02% 564
2022
Q1 		$513K Sell
14,590
-510
-3% -$17.5K 0.01% 566
2021
Q4 		$558K Buy
15,100
+30
+0.2% +$1.07K 0.01% 660
2021
Q3 		$497K Buy
15,070
+30
+0.2% +$1.02K 0.01% 589
2021
Q2 		$490K Buy
15,040
+1,960
+15% +$61.5K 0.01% 612
2021
Q1 		$388K Buy
+13,080
New +$381K 0.01% 755

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Spire Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.6% in Q2 2026, selling an estimated $46.2K and leaving 20,108 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #347.

Spire Wealth Management first reported a position in XLG in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.34M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Spire Wealth Management held 20,108 shares of Invesco S&P 500 Top 50 ETF worth $1.23M as of Q2 2026.
  • Spire Wealth Management sold 757 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $46.2K.
  • Invesco S&P 500 Top 50 ETF made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #347 holding.
  • Spire Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $1.34M in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

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