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Spire Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Spire Wealth Management’s Portfolio XT Stock Details XT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.9K Hold
204
– – ﹤0.01% 1492
2026
Q1 		$13.9K Sell
204
-216
-51% -$15.3K ﹤0.01% 1529
2025
Q4 		$29.3K Buy
420
+185
+79% +$13.6K ﹤0.01% 1343
2025
Q3 		$16.9K Buy
235
+31
+15% +$2.1K ﹤0.01% 1580
2025
Q2 		$13.3K Sell
204
-775
-79% -$46.2K ﹤0.01% 1634
2025
Q1 		$56.3K Hold
979
– – ﹤0.01% 1237
2024
Q4 		$58.4K Sell
979
-421
-30% -$25.6K ﹤0.01% 1228
2024
Q3 		$85.2K Hold
1,400
– – ﹤0.01% 959
2024
Q2 		$82.4K Sell
1,400
-3,608
-72% -$210K ﹤0.01% 958
2024
Q1 		$299K Hold
5,008
– – 0.01% 667
2023
Q4 		$290K Sell
5,008
-1,106
-18% -$59.6K 0.01% 663
2023
Q3 		$319K Sell
6,114
-50
-0.8% -$2.75K 0.01% 580
2023
Q2 		$343K Buy
6,164
+1
+0% +$53 0.01% 585
2023
Q1 		$325K Buy
6,163
+5,178
+526% +$266K 0.01% 597
2022
Q4 		$47K Hold
985
– – ﹤0.01% 1014
2022
Q3 		$44K Sell
985
-5,428
-85% -$271K ﹤0.01% 999
2022
Q2 		$307K Sell
6,413
-7,358
-53% -$382K 0.01% 627
2022
Q1 		$813K Sell
13,771
-2,296
-14% -$135K 0.02% 438
2021
Q4 		$1.06M Buy
16,067
+2
+0% +$130 0.02% 452
2021
Q3 		$1.01M Sell
16,065
-300
-2% -$19.3K 0.03% 415
2021
Q2 		$1.03M Buy
16,365
+102
+0.6% +$6.28K 0.03% 415
2021
Q1 		$963K Buy
+16,263
New +$967K 0.03% 452

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Spire Wealth Management held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 204 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Spire Wealth Management first reported a position in XT in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.06M in Q4 2021. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Spire Wealth Management held 204 shares of iShares Future Exponential Technologies ETF worth $16.9K as of Q2 2026.
  • Spire Wealth Management left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1492 holding.
  • Spire Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Future Exponential Technologies ETF position peaked at $1.06M in Q4 2021.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

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