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

Spire Wealth Management

$2.74 Billion
Q3 2025

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

17

Shares Held

55.7K

Call Options Held

0

Put Options Held

0

Sfi Advisors, LLC Montclair, NJ

12.6K
Shares

$543,365
0.36% of portfolio
Cary Street Partners Financial LLC Richmond, VA

10.3K
Shares

$446,877
0.01% of portfolio
Comprehensive Money Management Services LLC Coral Gables, FL

9.63K
Shares

$416,285
0.31% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

6.29K
Shares

$271,704
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

5.17K
Shares

$223,352
0.0% of portfolio

About SPDR S&P KENSHO INTELLIGENT ST

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