Spire Wealth Management Spdr S&P Kensho Intelligent St Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$32.01 - $41.75 $6,402 - $8,350	-200 Closed	0 $0
Q1 2021 May 21, 2021	BUY	$41.63 - $46.46 $8,326 - $9,292	200 New	200 $9,000

Others Institutions Holding SIMS

# of Institutions

16

Shares Held

83.6K

Call Options Held

0

Put Options Held

0

Sfi Advisors, LLC Montclair, NJ

13.4K
Shares

$384,635
0.32% of portfolio
Lpl Financial LLC Fort Mill, SC

11.7K
Shares

$334,744
0.0% of portfolio
Comprehensive Money Management Services LLC Coral Gables, FL

11.2K
Shares

$321,083
0.32% of portfolio
Cary Street Partners Financial LLC Richmond, VA

10.4K
Shares

$299,202
0.01% of portfolio
Eqis Capital Management, Inc. San Rafael, CA

10.1K
Shares

$288,834
0.03% of portfolio

About SPDR S&P KENSHO INTELLIGENT ST

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