Spire Wealth Management Purchases in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HEZU
Ishares Currency Hedged Msci E

ETFs
66
New
$33.46 - $37.07 $2.21K - $2.45K
66 $2K
CRI
Carters Inc

Consumer Cyclical
31
New
$57.26 - $71.06 $1.78K - $2.2K
31 $2K
AES
Aes Corp

Utilities
20
+ 4.1%
$16.18 - $20.07 $324 - $401
508 $10K
RFG
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.06%
$45.41 - $51.61 $90.8 - $103
3.14K $154K
BTG
B2 Gold Corp

Basic Materials
816
New
$2.47 - $3.36 $2.02K - $2.74K
816 $2K
SJM
J M Smucker CO

Consumer Defensive
11
+ 15.94%
$109.12 - $122.4 $1.2K - $1.35K
80 $9K
ATO
Atmos Energy Corp

Utilities
9
+ 42.86%
$114.08 - $138.75 $1.03K - $1.25K
30 $4K
PODD
Insulet Corp

Healthcare
4
+ 8.51%
$180.69 - $239.01 $723 - $956
51 $11K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
95
+ 2.78%
$5.1 - $5.68 $484 - $540
3.51K $19K
RNW
Re New Energy Global PLC

Utilities
443
New
$5.46 - $6.62 $2.42K - $2.93K
443 $2K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
27
+ 18.88%
$31.95 - $38.02 $863 - $1.03K
170 $6K
WHR
Whirlpool Corp

Consumer Cyclical
11
+ 57.89%
$90.25 - $112.34 $993 - $1.24K
30 $3K
TFX
Teleflex Inc

Healthcare
4
+ 28.57%
$211.25 - $247.28 $845 - $989
18 $4K
VICI
Vici Properties Inc.

Real Estate
56
+ 130.23%
$27.64 - $34.08 $1.55K - $1.91K
99 $3K
SYF
Synchrony Financial

Financial Services
50
+ 78.13%
$43.77 - $52.22 $2.19K - $2.61K
114 $5K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
73
+ 1.54%
$5.34 - $6.06 $390 - $442
4.81K $28K
CHWY
Chewy, Inc.

Consumer Cyclical
21
+ 2.27%
$22.22 - $32.67 $467 - $686
945 $27K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
123
+ 2.42%
$13.82 - $14.39 $1.7K - $1.77K
5.2K $73K
WEN
Wendy'S CO

Consumer Cyclical
123
+ 205.0%
$15.83 - $18.24 $1.95K - $2.24K
183 $3K
BBUS
J P Morgan Exchg Traded Fd

ETFs
9
+ 4.31%
$93.22 - $103.58 $839 - $932
218 $22K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
96
+ 59.26%
$20.27 - $20.27 $1.95K - $1.95K
258 $5K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
112
New
$25.19 - $25.5 $2.82K - $2.86K
112 $2K
SHAK
Shake Shack Inc.

Consumer Cyclical
2
+ 1.0%
$78.84 - $109.49 $158 - $219
202 $20K
IGBH
Ishares Interest Rate Hedged L

ETFs
119
New
$23.51 - $24.34 $2.8K - $2.9K
119 $2K
BME
Black Rock Health Sciences Trust

Financial Services
10
+ 6.06%
$39.94 - $42.41 $399 - $424
175 $7K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
1
+ 0.96%
$61.04 - $71.27 $61 - $71.3
105 $7K
FEM
First Trust Emerging Markets A

ETFs
53
+ 2.34%
$22.14 - $24.52 $1.17K - $1.3K
2.32K $55K
TFSL
Tfs Financial Corp

Financial Services
17
+ 2.17%
$12.36 - $14.06 $210 - $239
801 $10K
HOLX
Hologic Inc

Healthcare
8
+ 21.05%
$73.48 - $83.64 $588 - $669
46 $3K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
2
+ 0.7%
$33.15 - $42.4 $66.3 - $84.8
287 $10K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
8
+ 1.08%
$48.96 - $50.57 $392 - $405
751 $37K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1
+ 0.71%
$25.07 - $29.94 $25.1 - $29.9
141 $4K
AMED
Amedisys Inc

Healthcare
1
+ 0.96%
$96.5 - $98.45 $96.5 - $98.5
105 $10K
KIM
Kimco Realty Corp

Real Estate
10
+ 10.0%
$19.24 - $24.06 $192 - $241
110 $2K
CDAY
Ceridian Hcm Holding Inc.

Technology
6
+ 5.83%
N/A
109 $7K
EET
Proshares Tr Ultra Msci Emergi

ETFs
1
+ 0.95%
$48.37 - $62.82 $48.4 - $62.8
106 $6K
FYC
First Trust Small Cap Growth A

ETFs
1
+ 0.93%
$65.44 - $74.98 $65.4 - $75
108 $8K
EPAM
Epam Systems, Inc.

Technology
7
New
$185.58 - $185.58 $1.3K - $1.3K
7 $1K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
35
+ 116.67%
$33.2 - $41.73 $1.16K - $1.46K
65 $2K
EXPD
Expeditors International Of Washington Inc

Industrials
1
+ 0.93%
$116.1 - $131.42 $116 - $131
109 $14K
LNC
Lincoln National Corp

Financial Services
24
+ 38.71%
$28.71 - $34.05 $689 - $817
86 $2K
EDC
Direxion Daily Emerging Market

ETFs
1
+ 0.61%
$27.29 - $40.18 $27.3 - $40.2
165 $6K
HUN
Huntsman Corp

Basic Materials
71
+ 40.11%
$20.02 - $24.78 $1.42K - $1.76K
248 $5K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
9
+ 2.68%
$111.59 - $129.08 $1K - $1.16K
345 $40K
NWBI
Northwest Bancshares, Inc.

Financial Services
14
+ 2.18%
$11.24 - $14.26 $157 - $200
656 $8K
AMSF
Amerisafe Inc

Financial Services
16
+ 2.29%
$43.82 - $43.82 $701 - $701
716 $31K
SPTS
Spdr Portfolio Short Term Trea

ETFs
9
+ 1.0%
$28.75 - $29.46 $259 - $265
905 $26K
MSM
Msc Industrial Direct CO Inc

Industrials
17
New
$75.8 - $89.13 $1.29K - $1.52K
17 $1K
IP
International Paper CO

Consumer Cyclical
3
+ 3.53%
$42.55 - $49.98 $128 - $150
88 $4K
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
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