Spire Wealth Management QMAR FIRST TR EXCHNG TRADED FD VI

Ownership history in Spire Wealth Management  ·  12 quarters on record

AI Ownership Summary

Spire Wealth Management reported FIRST TR EXCHNG TRADED FD VI (QMAR) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows QMAR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QMAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

QMAR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Spire Wealth Management held QMAR — position size vs. price
% of Fund (quarterly)    QMAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 11,459 -636 -5.3% 0.01% $427K 2026-07-15 $37.20
2026 Q1 REDUCED 5.9% +10.3% 12,095 -760 -5.9% 0.01% $407K 2026-04-22 $35.94
2025 Q4 REDUCED 10.9% +1.9% 12,855 -1,577 -10.9% 0.01% $424K 2026-01-14 $33.09
2025 Q3 REDUCED 14,432 -427 -2.9% 0.02% $464K 2025-10-23 $32.35
2025 Q2 REDUCED 7.3% +3.8% 14,859 -1,178 -7.3% 0.02% $460K 2025-08-04 $31.38
2025 Q1 REDUCED 18.2% +9.5% 16,037 -3,573 -18.2% 0.01% $454K 2025-04-23 $27.70
2024 Q4 REDUCED 11.6% -4.9% 19,610 -2,573 -11.6% 0.02% $584K 2025-01-24 $30.50
2024 Q3 REDUCED 22,183 -283 -1.3% 0.02% $635K 2024-10-15 $28.78
2024 Q2 ADDED 22,466 +6,684 +42.4% 0.02% $629K 2024-07-31 $27.77
2024 Q1 ADDED 15,782 +14,457 +1091.1% 0.01% $418K 2024-04-24 $25.91
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Spire Wealth Management and QMAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spire Wealth Management reported owning QMAR?

Spire Wealth Management reported QMAR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported QMAR position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for QMAR was 0.02% in 2024 Q2.

What is the latest reported QMAR position on this page?

The most recent filing on this page is 2026 Q2, when Spire Wealth Management reported 11,459 shares, equal to 0.01% of portfolio, with an estimated market value of $427K.

What does the chart on this QMAR ownership page compare?

The chart compares Spire Wealth Management's quarterly QMAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Spire Wealth Management time their QMAR position?

Based on 13F filing dates vs. subsequent QMAR price moves, Spire Wealth Management correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on QMAR relative to SPY over the holding period was -3.1%.

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