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
#48
of 240 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, 2026Spire 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.
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|
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
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,492,912 | 28,641 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,042,750 | 30,457 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,660,226 | 25,816 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,480,791 | 21,520 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,149,480 | 20,745 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $197,093 | 4,761 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $120,798 | 2,735 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $80,445 | 2,309 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $58,725 | 1,916 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,294 | 297 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $6,155 | 297 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,015 | 278 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $21,141 | 1,018 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $21,011 | 1,018 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $16,459 | 910 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $15,258 | 955 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $14,618 | 1,063 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $17,515 | 1,063 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $29,683 | 1,495 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $19,309 | 1,239 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $19,275 | 1,173 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $26,075 | 1,428 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||