Spire Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32K | Hold |
70
| – | – | ﹤0.01% | 1991 |
|
|
2025
Q1 | $4.32K | Hold |
70
| – | – | ﹤0.01% | 2099 |
|
|
2024
Q4 | $4.26K | Hold |
70
| – | – | ﹤0.01% | 2085 |
|
|
2024
Q3 | $4.27K | Hold |
70
| – | – | ﹤0.01% | 1853 |
|
|
2024
Q2 | $3.87K | Hold |
70
| – | – | ﹤0.01% | 1889 |
|
|
2024
Q1 | $3.95K | Hold |
70
| – | – | ﹤0.01% | 1983 |
|
|
2023
Q4 | $3.69K | Hold |
70
| – | – | ﹤0.01% | 2029 |
|
|
2023
Q3 | $3.44K | Hold |
70
| – | – | ﹤0.01% | 2020 |
|
|
2023
Q2 | $3.62K | Hold |
70
| – | – | ﹤0.01% | 2076 |
|
|
2023
Q1 | $3.67K | Buy |
+70
| New | +$3.67K | ﹤0.01% | 2108 |
|
|
2022
Q3 | – | Sell |
-21,546
| Closed | -$1.11M | – | 2640 |
|
|
2022
Q2 | $1.11M | Buy |
21,546
+14,993
| +229% | +$770K | 0.05% | 314 |
|
|
2022
Q1 | $366K | Hold |
6,553
| – | – | 0.01% | 661 |
|
|
2021
Q4 | $383K | Hold |
6,553
| – | – | 0.01% | 797 |
|
|
2021
Q3 | $344K | Buy |
6,553
+70
| +1% | +$3.68K | 0.01% | 710 |
|
|
2021
Q2 | $347K | Hold |
6,483
| – | – | 0.01% | 726 |
|
|
2021
Q1 | $339K | Buy |
+6,483
| New | +$339K | 0.01% | 805 |
|