Spire Wealth Management Purchases in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLRE
Greenlight Capital Re, Ltd.

Financial Services
435
+ 36.55%
$12.11 - $14.16 $5.27K - $6.16K
1.63K $22K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
225
+ 11.9%
$15.71 - $18.52 $3.53K - $4.17K
2.12K $37K
IHF
Ishares Tr

ETFs
2
+ 0.16%
$51.37 - $58.67 $103 - $117
1.28K $73K
TNA
Direxion Daily Small Cap Bull

ETFs
112
+ 37.33%
$34.86 - $49.09 $3.9K - $5.5K
412 $18K
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
327
+ 7.14%
$11.65 - $12.45 $3.81K - $4.07K
4.91K $60K
RFV
Invesco Exchange Traded Fd Tr

ETFs
55
+ 687.5%
$108.97 - $119.83 $5.99K - $6.59K
63 $7K
KEY
Keycorp

Financial Services
37
+ 1.59%
$13.95 - $17.34 $516 - $642
2.36K $39K
CLAR
Clarus Corp

Consumer Cyclical
1.49K
New
$4.0 - $6.38 $5.94K - $9.47K
1.49K $6K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
84
+ 840.0%
$65.15 - $72.97 $5.47K - $6.13K
94 $6K
REG
Regency Centers Corp

Real Estate
23
+ 4.6%
$61.64 - $75.18 $1.42K - $1.73K
523 $37K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
6
+ 0.39%
$46.96 - $52.62 $282 - $316
1.54K $80K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
16
+ 26.67%
$305.34 - $350.41 $4.89K - $5.61K
76 $26K
PUK
Prudential PLC

Financial Services
329
New
$16.07 - $19.33 $5.29K - $6.36K
329 $6K
CBOE
Cboe Global Markets, Inc.

Financial Services
9
+ 8.18%
$168.57 - $213.65 $1.52K - $1.92K
119 $24K
KJUL
Innovator U.S. Small Cap Power

Technology
208
New
$27.38 - $29.23 $5.7K - $6.08K
208 $6K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
100
New
$54.33 - $60.04 $5.43K - $6K
100 $6K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
14
+ 3.55%
$110.06 - $128.44 $1.54K - $1.8K
408 $51K
FSTA
Fidelity Covington Tr Msci Con

ETFs
39
+ 3.86%
$47.12 - $51.72 $1.84K - $2.02K
1.05K $53K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
27
+ 1.5%
$15.15 - $19.2 $409 - $518
1.83K $33K
ICSH
Blackrock Ultra Short Term Bon

ETFs
87
+ 1.16%
$50.32 - $50.75 $4.38K - $4.42K
7.6K $385K
WTW
Willis Towers Watson PLC

Financial Services
4
+ 3.81%
$257.34 - $294.53 $1.03K - $1.18K
109 $32K
PCG
Pg&E Corp

Utilities
85
+ 5.62%
$17.08 - $20.6 $1.45K - $1.75K
1.6K $31K
F
Ford Motor CO

Consumer Cyclical
6.12K
+ 20.44%
$9.71 - $14.55 $59.5K - $89.1K
36.1K $380K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
1
+ 0.01%
$33.87 - $34.82 $33.9 - $34.8
9.36K $325K
FSP
Franklin Street Properties Corp

Real Estate
100
+ 0.51%
$1.48 - $1.82 $148 - $182
19.8K $35K
CMC
Commercial Metals CO

Basic Materials
94
+ 19.5%
$48.67 - $60.35 $4.57K - $5.67K
576 $31K
CWEN
Clearway Energy, Inc.

Utilities
181
New
$24.11 - $30.68 $4.36K - $5.55K
181 $5K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
311
New
$14.15 - $17.51 $4.4K - $5.45K
311 $5K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
115
New
$42.22 - $48.62 $4.86K - $5.59K
115 $5K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
210
+ 2.39%
$9.59 - $10.12 $2.01K - $2.13K
9K $90K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
162
New
$29.28 - $32.18 $4.74K - $5.21K
162 $5K
TDIV
First Trust Nasdaq Technology

ETFs
7
+ 0.74%
$70.51 - $81.07 $494 - $567
957 $76K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
213
+ 591.67%
$19.01 - $20.7 $4.05K - $4.41K
249 $5K
TAC
Transalta Corp

Utilities
541
New
$6.87 - $10.49 $3.72K - $5.68K
541 $5K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
36
New
$141.31 - $161.48 $5.09K - $5.81K
36 $5K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
1
+ 0.02%
$38.45 - $40.05 $38.5 - $40.1
5.05K $202K
FVAL
Fidelity Covington Tr Value Fa

ETFs
88
+ 352.0%
$55.27 - $60.6 $4.86K - $5.33K
113 $6K
CPT
Camden Property Trust

Real Estate
2
+ 0.55%
$107.5 - $126.88 $215 - $254
363 $44K
PHK
Pimco High Income Fund

Financial Services
11
+ 0.05%
$4.76 - $5.0 $52.4 - $55
23.6K $118K
SCHC
Schwab Strategic Tr Intl Small

ETFs
108
+ 142.11%
$34.48 - $38.87 $3.72K - $4.2K
184 $7K
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
1
+ 0.02%
$17.9 - $19.03 $17.9 - $19
4.9K $92K
MIDU
Direxion Daily Mid Cap Bull 3 X

ETFs
71
+ 355.0%
$43.86 - $57.05 $3.11K - $4.05K
91 $5K
JNPR
Juniper Networks Inc

Technology
14
+ 0.85%
$36.35 - $39.03 $509 - $546
1.66K $64K
FMAG
Fidelity Covington Tr

ETFs
173
New
$27.46 - $30.77 $4.75K - $5.32K
173 $5K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1
+ 0.7%
$162.45 - $195.17 $162 - $195
143 $27K
QS
Quantum Scape Corp

Consumer Cyclical
200
+ 6.67%
$4.83 - $9.14 $966 - $1.83K
3.2K $18K
HDB
Hdfc Bank LTD

Financial Services
71
+ 28.29%
$58.04 - $66.97 $4.12K - $4.75K
322 $20K
ITT
Itt Inc.

Industrials
1
+ 0.52%
$125.05 - $150.55 $125 - $151
192 $28K
AGNC
Agnc Investment Corp.

Real Estate
300
+ 16.79%
$9.48 - $10.66 $2.84K - $3.2K
2.09K $21K
Activity Summary
Buys All Purchases 790 New Holdings 98 Increased Positions 692 Sells All Sells 768 Reductions 768 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email