SWM
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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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CKAIS
Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return