Spire Wealth Management SECT — NORTHERN LTS FD TR IV

Ownership history in Spire Wealth Management  ·  15 quarters on record

AI Ownership Summary

Spire Wealth Management reported NORTHERN LTS FD TR IV (SECT) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.39% in 2024 Q2. The latest visible filing shows SECT at 0.23% 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 SECT 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 NORTHERN LTS FD TR IV, 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

SECT was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% 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.

SECT stock page Spire Wealth Management fund profile Spire Wealth Management full holdings
How Spire Wealth Management held SECT — position size vs. price
% of Fund (quarterly)    SECT 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 — — — 106,703 -24,916 -18.9% 0.23% $7.7M 2026-07-15 $71.16
2026 Q1 REDUCED — — — 131,619 -1,007 -0.8% 0.27% $7.9M 2026-04-22 $66.41
2025 Q4 ADDED — — — 132,626 +17,414 +15.1% 0.29% $8.6M 2026-01-14 $64.84
2025 Q3 REDUCED 9.9% +3.5% ❌ 115,212 -12,639 -9.9% 0.25% $7.3M 2025-10-23 $63.18
2025 Q2 REDUCED 34.6% +8.3% ❌ 127,851 -67,521 -34.6% 0.26% $7.2M 2025-08-04 $58.54
2025 Q1 REDUCED — — — 195,372 -6,448 -3.2% 0.32% $10.0M 2025-04-23 $48.62
2024 Q4 REDUCED — — — 201,820 -8,848 -4.2% 0.34% $11.1M 2025-01-24 $56.81
2024 Q3 REDUCED — — — 210,668 -2,978 -1.4% 0.38% $11.3M 2024-10-15 $53.59
2024 Q2 REDUCED — — — 213,646 -1,986 -0.9% 0.39% $10.9M 2024-07-31 $51.99
2024 Q1 ADDED — — — 215,632 +2,387 +1.1% 0.20% $10.9M 2024-04-24 $48.06
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SECT

As of 2026 Q2 — sorted by position size

Echo45 Advisors LLC 3Y 2.56% Encompass More Asset Management 1.85% BAM Wealth Management, LLC 1.21% Tactive Advisors, LLC 0.73% WORLD EQUITY GROUP, INC. 0.53% Balefire, LLC 3Y 7Y 0.48% Barnes Dennig Private Wealth Management LLC 0.44% Veracity Capital LLC 3Y 0.06% Magnus Financial Group LLC 3Y 7Y 0.02% Brookstone Capital Management 3Y 7Y 0.0%

FAQ About Spire Wealth Management and SECT

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 SECT?

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

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

The largest reported portfolio weight for SECT was 0.39% in 2024 Q2.

What is the latest reported SECT position on this page?

The most recent filing on this page is 2026 Q2, when Spire Wealth Management reported 106,703 shares, equal to 0.23% of portfolio, with an estimated market value of $7.7M.

What does the chart on this SECT ownership page compare?

The chart compares Spire Wealth Management's quarterly SECT 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 SECT position?

Based on 13F filing dates vs. subsequent SECT price moves, Spire Wealth Management correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on SECT relative to SPY over the holding period was -2.7%.

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