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Spire Wealth Management’s XPO XPO Stock Holding History

Spire Wealth Management’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.64M Buy
27,466
+145
+0.5% +$30.7K 0.17% 126
2026
Q1 		$5.32M Buy
27,321
+27,121
+13,561% +$4.86M 0.18% 119
2025
Q4 		$27.2K Sell
200
-11
-5% -$1.5K ﹤0.01% 1368
2025
Q3 		$27.3K Sell
211
-31
-13% -$4.02K ﹤0.01% 1422
2025
Q2 		$30.6K Buy
242
+4
+2% +$449 ﹤0.01% 1373
2025
Q1 		$25.6K Sell
238
-3
-1% -$381 ﹤0.01% 1518
2024
Q4 		$31.6K Buy
241
+41
+21% +$5.54K ﹤0.01% 1455
2024
Q3 		$21.5K Hold
200
– – ﹤0.01% 1417
2024
Q2 		$21.2K Hold
200
– – ﹤0.01% 1421
2024
Q1 		$24.4K Sell
200
-10
-5% -$1.07K ﹤0.01% 1443
2023
Q4 		$17.8K Buy
210
+10
+5% +$815 ﹤0.01% 1578
2023
Q3 		$14.9K Hold
200
– – ﹤0.01% 1608
2023
Q2 		$11.8K Sell
200
-29
-13% -$1.31K ﹤0.01% 1756
2023
Q1 		$7.3K Sell
229
-211
-48% -$7.6K ﹤0.01% 1947
2022
Q4 		$15K Sell
440
-704
-62% -$23.7K ﹤0.01% 1486
2022
Q3 		$30K Sell
1,144
-169
-13% -$5.26K ﹤0.01% 1156
2022
Q2 		$38K Sell
1,313
-392
-23% -$12.5K ﹤0.01% 1413
2022
Q1 		$74K Sell
1,705
-179,948
-99% -$7.52M ﹤0.01% 1296
2021
Q4 		$8.36M Buy
181,653
+2,255
+1% +$105K 0.19% 132
2021
Q3 		$8.49M Sell
179,398
-129,033
-42% -$6.47M 0.22% 118
2021
Q2 		$15M Sell
308,431
-775
-0.3% -$37.9K 0.4% 59
2021
Q1 		$13.1M Buy
+309,206
New +$12.8M 0.35% 74

Other funds holding XPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Spire Wealth Management increased its XPO (XPO) stake by 0.53% in Q2 2026, buying an estimated $30.7K and bringing the position to 27,466 shares worth $5.64M. The position accounts for 0.17% of the portfolio, ranked #126.

Spire Wealth Management first reported a position in XPO in Q1 2021 and has held it in 22 quarters since. The position peaked at $15M in Q2 2021. 746 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Spire Wealth Management held 27,466 shares of XPO worth $5.64M as of Q2 2026.
  • Spire Wealth Management bought 145 XPO shares in Q2 2026, an estimated $30.7K.
  • XPO made up 0.17% of Spire Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Spire Wealth Management first reported a position in XPO in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's XPO position peaked at $15M in Q2 2021.
  • 746 funds tracked by Wall St. Rank held XPO as of Q2 2026.

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