SWM
XMAG

Spire Wealth Management’s Defiance Large Cap ex-Mag 7 ETF XMAG Stock Holding History

Spire Wealth Management’s Portfolio XMAG Stock Details XMAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-400
Closed -$7.88K – 2604
2025
Q1 		$7.88K Buy
+400
New +$8.06K ﹤0.01% 1914

Other funds holding XMAG

GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MG
McHugh Group Bratenahl, Ohio $196M AUM 31.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MWP
Madison Wealth Partners Madison, Wisconsin $627M AUM 17.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

Spire Wealth Management's XMAG Position: Q2 2025 in Review

Spire Wealth Management sold out of Defiance Large Cap ex-Mag 7 ETF (XMAG) in Q2 2025, closing a stake of 400 shares — an estimated $7.88K sold.

Spire Wealth Management first reported a position in XMAG in Q1 2025 and held it in 1 quarter. The position peaked at $7.88K in Q1 2025. 14 funds tracked by Wall St. Rank hold XMAG as of Q2 2025.

  • Spire Wealth Management reported no remaining Defiance Large Cap ex-Mag 7 ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 400 Defiance Large Cap ex-Mag 7 ETF shares in Q2 2025, an estimated $7.88K.
  • Spire Wealth Management first reported a position in Defiance Large Cap ex-Mag 7 ETF in Q1 2025 and held it in 1 quarter.
  • Spire Wealth Management's Defiance Large Cap ex-Mag 7 ETF position peaked at $7.88K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.