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Ishares Tr shares owned by Spire Wealth Management

Quarter-by-quarter ownership of Ishares Tr (SMAX) shares owned by Spire Wealth Management from 13F filings

Historical chart of Spire Wealth Management investment in Ishares Tr

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All positions including Ishares Tr held by Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $194k 7.2k 26.96
2024-12-31 $60k 2.4k 25.20

More positions owned by Spire Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Eli Lilly & Co. (LLY)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Spire Wealth Management

Top funds holding Ishares Tr

J. L. Bainbridge & Co
Client First Capital
BIP Wealth
Grantvest Financial Group
FC Advisory
Goldman Sachs Group
Susquehanna International
Amplius Wealth Advisors
Crewe Advisors
Jim Saulnier & Associates
Citadel Advisors
Crown Wealth Group
Envestnet Asset Management
Commonwealth Equity Services
Blue Sky Capital Consultants Group

View all funds holding Ishares Tr