Spire Wealth Management’s Xometry XMTR Stock Holding History

Spire Wealth Management’s Portfolio XMTR Stock Details XMTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.9K	Hold	30	–	–	﹤0.01%	1933
2026 Q1	$1.23K	Hold	30	–	–	﹤0.01%	2116
2025 Q4	$1.78K	Hold	30	–	–	﹤0.01%	2121
2025 Q3	$1.63K	Hold	30	–	–	﹤0.01%	2199
2025 Q2	$1.01K	Hold	30	–	–	﹤0.01%	2279
2025 Q1	$748	Hold	30	–	–	﹤0.01%	2427
2024 Q4	$1.28K	Hold	30	–	–	﹤0.01%	2326
2024 Q3	$551	Buy	+30	New	+$492	﹤0.01%	2143
2024 Q2	–	Sell	-65	Closed	-$1.1K	–	2408
2024 Q1	$1.1K	Hold	65	–	–	﹤0.01%	2194
2023 Q4	$2.13K	Hold	65	–	–	﹤0.01%	2130
2023 Q3	$1.1K	Hold	65	–	–	﹤0.01%	2236
2023 Q2	$1.38K	Buy	65 +20	+44%	+$350	﹤0.01%	2256
2023 Q1	$674	Buy	45 +15	+50%	+$394	﹤0.01%	2440
2022 Q4	$1K	Hold	30	–	–	﹤0.01%	2268
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	2009
2022 Q2	$1K	Buy	+30	New	+$1.03K	﹤0.01%	2601

Other funds holding XMTR

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Capelight Capital Asset Management New York $201M AUM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return