Ownership history in Spire Wealth Management · 19 quarters on record
This page tracks every 13F SEC filing in which Spire Wealth Management reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 242,143 | -1,957 | -0.8% | 5.55% | $165.9M | $683.12 |
| 2025 Q3 | ADDED | 244,100 | +36,058 | +17.3% | 5.56% | $163.4M | $665.17 |
| 2025 Q2 | REDUCED | 208,042 | -38,329 | -15.6% | 4.60% | $127.9M | $615.21 |
| 2025 Q1 | ADDED | 246,371 | +3,651 | +1.5% | 4.43% | $138.4M | $555.02 |
| 2024 Q4 | ADDED | 242,720 | +18,052 | +8.0% | 4.44% | $142.9M | $579.67 |
| 2024 Q3 | REDUCED | 224,668 | -15,910 | -6.6% | 4.37% | $129.6M | $566.00 |
| 2024 Q2 | REDUCED | 240,578 | -38,623 | -13.8% | 4.64% | $131.5M | $534.89 |
| 2024 Q1 | REDUCED | 279,201 | -10,811 | -3.7% | 5.45% | $300.1M | $512.33 |
| 2023 Q4 | ADDED | 290,012 | +18,920 | +7.0% | 4.64% | $140.6M | $463.98 |
| 2023 Q3 | ADDED | 271,092 | +17,330 | +6.8% | 4.43% | $116.4M | $415.48 |
As of 2025 Q4 — sorted by position size