Skip to main content
Equibles

Spire Wealth Management

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1858740 MCLEAN, VA
Back to IBKR Full portfolio

Position in IBKR

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$2,492,912
+$450,162 QoQ
Shares Held
28,641
-6.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#427
of 1,112 holders
Holding Since
Mar 2021
22 quarters on record

Common Shares in IBKR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Spire Wealth Management holds $19,153,153 across 20 Capital Markets names. IBKR ranks #2 (13.0% 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.
This page 		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.
 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 IBKR

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,492,912 28,641
2026-03-31 $2,042,750 30,457
2025-12-31 $1,660,226 25,816
2025-09-30 $1,480,791 21,520
2025-06-30 $1,149,480 20,745
2025-03-31 $788,373 4,761
2024-12-31 $483,192 2,735
2024-09-30 $321,782 2,309
2024-06-30 $234,901 1,916
2024-03-31 $33,177 297
2023-12-31 $24,621 297
2023-09-30 $24,063 278
2023-06-30 $84,565 1,018
2023-03-31 $84,046 1,018
2022-12-31 $65,838 910
2022-09-30 $61,034 955
2022-06-30 $58,475 1,063
2022-03-31 $70,062 1,063
2021-12-31 $118,732 1,495
2021-09-30 $77,239 1,239
2021-06-30 $77,101 1,173
2021-03-31 $104,301 1,428