Spire Wealth Management
CIK 1858740 · Holdings on Mar 31, 2024 · First reported Apr 24, 2024
Top ten holdings
Q1 2024- IVV5.52%
- IJH3.52%
- VGT3.35%
- IVE2.89%
- AGG2.79%
- ACWX2.57%
- IUSG2.31%
- FBND2.26%
- HTRB2.25%
- FIXD2.24%
Share classes counted separately29.70%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IJHWeight increased · +2.60 pp0.92% → 3.52%Shares +409.42K (+401.35%)
- IVEWeight increased · +2.06 pp0.83% → 2.89%Shares +12.85K (+8.87%)
- ACWXWeight increased · +1.93 pp0.64% → 2.57%Shares +8.30K (+2.13%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $300.14M | 5.52% | 279.20K shares | 4.64% → 5.52%+0.88 pp -10.81K (-3.73%) | Reduced | ↗▾ |
| 02 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $191.26M | 3.52% | 511.43K shares | 0.92% → 3.52%+2.60 pp +409.42K (+401.35%) | Added | ↗▾ |
| 03 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $182.27M | 3.35% | 142.83K shares | 2.37% → 3.35%+0.98 pp -774 (-0.54%) | Reduced | ↗▾ |
| 04 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $157.30M | 2.89% | 157.70K shares | 0.83% → 2.89%+2.06 pp +12.85K (+8.87%) | Added | ↗▾ |
| 05 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $151.97M | 2.79% | 354.88K shares | 1.13% → 2.79%+1.66 pp +5.47K (+1.57%) | Added | ↗▾ |
| 06 | ACWXISHARES MSCI ACWI EX US ETFMSCI ACWI EX US View history and evidence | $140.02M | 2.57% | 397.85K shares | 0.64% → 2.57%+1.93 pp +8.30K (+2.13%) | Added | ↗▾ |
| 07 | IUSGISHARES CORE S&P U.S. GROWTHCORE S&P US GWT View history and evidence | $125.53M | 2.31% | 152.93K shares | 0.55% → 2.31%+1.76 pp -2.31K (-1.49%) | Reduced | ↗▾ |
| 08 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $122.93M | 2.26% | 601.10K shares | 0.89% → 2.26%+1.37 pp +10.94K (+1.85%) | Added | ↗▾ |
| 09 | HTRBHARTFORD TTL RTRN BND ETFTOTAL RTRN ETF View history and evidence | $122.50M | 2.25% | 797.59K shares | 0.87% → 2.25%+1.38 pp +12.82K (+1.63%) | Added | ↗▾ |
| 10 | FIXDFIRST TRUST SMITH OPPORTUNISTCW OPPORTUNIS View history and evidence | $121.72M | 2.24% | 687.82K shares | 0.99% → 2.24%+1.25 pp +9.97K (+1.47%) | Added | ↗▾ |
Options overlay 1
$965.00 notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
RHRHCALL View history and evidence | Call | 3 | $965.00 | +3 | ▾ |
1 / 1 options · preview only
Exited positions 146
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VIST VISTA ENERGY SAB DE CV | Non-derivative | -75,775 | -$2.39M | SEC filing ↗ | SEC filing ↗ |
| YJUN FT VEST INT EQ MODT ETF-JUNE | Non-derivative | -44,830 | -$935.60K | SEC filing ↗ | SEC filing ↗ |
| AIRR FIRST TRUST RBA AMERICAN IND | Non-derivative | -17,127 | -$931.71K | SEC filing ↗ | SEC filing ↗ |
3 / 146 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1858740 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5508412098
}Research all 2,299 reported holdings.
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