Spire Wealth Management Spdr Ser Tr S&P 1500 Momentum Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$215.16 - $245.69 $215 - $245	1 Added 0.37%	269 $65,000
Q4 2023 Feb 06, 2024	BUY	$172.61 - $202.76 $172 - $202	1 Added 0.37%	268 $54,000
Q3 2023 Nov 08, 2023	BUY	$178.31 - $191.11 $178 - $191	1 Added 0.38%	267 $47,000
Q2 2023 Aug 09, 2023	BUY	$168.6 - $185.52 $168 - $185	1 Added 0.38%	266 $49,000
Q1 2023 May 09, 2023	BUY	$161.84 - $173.62 $42,887 - $46,009	265 New	265 $44,000
Q2 2022 Jul 22, 2022	BUY	$155.84 - $194.88 $311 - $389	2 Added 0.77%	262 $42,000
Q1 2022 Apr 18, 2022	BUY	$178.34 - $204.72 $178 - $204	1 Added 0.39%	260 $50,000
Q4 2021 Jan 14, 2022	BUY	$183.29 - $203.85 $183 - $203	1 Added 0.39%	259 $53,000
Q1 2021 May 21, 2021	BUY	$157.42 - $169.83 $40,614 - $43,816	258 New	258 $43,000

Others Institutions Holding MMTM

# of Institutions

33

Shares Held

235K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

82.2K
Shares

$21.7 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

47.6K
Shares

$12.6 Million
0.67% of portfolio
Professional Financial Advisors, LLC

17.1K
Shares

$4.51 Million
1.14% of portfolio
Steward Partners Investment Advisory, LLC

15.7K
Shares

$4.14 Million
0.04% of portfolio
Morgan Stanley New York, NY

10.1K
Shares

$2.67 Million
0.0% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

Ticker MMTM
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