Spire Wealth Management Spdr Bloomberg Emerging Market Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$20.47 - $21.05 $20,040 - $20,607	979 New	979 $20,000
Q1 2023 May 09, 2023	BUY	$20.48 - $21.75 $42,659 - $45,305	2,083 New	2,083 $44,000
Q2 2022 Jul 22, 2022	SELL	$20.22 - $22.75 $15,306 - $17,221	-757 Reduced 88.02%	103 $2,000
Q1 2022 Apr 18, 2022	BUY	$22.05 - $24.55 $15,148 - $16,865	687 Added 397.11%	860 $20,000
Q4 2021 Jan 14, 2022	BUY	$24.17 - $25.36 $435 - $456	18 Added 11.61%	173 $4,000
Q3 2021 Oct 22, 2021	SELL	$25.22 - $26.36 $12,912 - $13,496	-512 Reduced 76.76%	155 $4,000
Q2 2021 Jul 26, 2021	BUY	$26.07 - $27.02 $11,053 - $11,456	424 Added 174.49%	667 $18,000
Q1 2021 May 21, 2021	BUY	$25.87 - $28.16 $6,286 - $6,842	243 New	243 $6,000

Others Institutions Holding EBND

# of Institutions

192

Shares Held

89.9M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

49.6M
Shares

$994 Million
0.19% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

19.3M
Shares

$388 Million
1.43% of portfolio
Personal Capital Advisors Corp

4.5M
Shares

$90.2 Million
0.45% of portfolio
State Street Corp Boston, MA

3.03M
Shares

$60.6 Million
0.0% of portfolio
Sei Investments CO Oaks, PA

2.71M
Shares

$54.3 Million
0.08% of portfolio

About SPDR BLOOMBERG EMERGING MARKET

Ticker EBND
Sector ETFs
Industry ETFs

More about EBND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.