Position in HOOD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$574,504
+$157,041 QoQ
Shares Held
5,729
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#154
of 355 holders
Holding Since
Jun 2022
13 quarters on record
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $19,153,153 across 20 Capital Markets names. HOOD ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,339 | $12,479,294 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
28,641 | $2,492,912 | |
| 3 | MS |
Morgan Stanley
|
9,096 | $1,901,427 | |
| 4 | SCHW |
Schwab Charles Corp
|
12,539 | $1,156,973 | |
| 5 | HOOD |
Robinhood Markets, Inc.
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|
5,729 | $574,504 | |
| 6 | IREN |
IREN Ltd
|
8,083 | $369,635 | |
| 7 | TW |
Tradeweb Markets Inc.
|
301 | $29,997 | |
| 8 | FUTU |
Futu Holdings Ltd
|
300 | $28,122 |
All Filings in HOOD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,504 | 5,729 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $417,463 | 6,024 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,069,119 | 71,345 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $10,657,603 | 74,435 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,998,813 | 21,348 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $579,849 | 13,932 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $40,017 | 1,074 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $12,295 | 525 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $12,013 | 529 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $19,848 | 986 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $25,556 | 2,006 | Shares | Sole | 2024-02-06 | |
| 2022-09-30 | $1,010 | 100 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $863 | 105 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||