Spire Wealth Management Purchases in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KNX
Knight Swift Transportation Holdings Inc.

Industrials
62
+ 238.46%
$43.49 - $58.8 $2.7K - $3.65K
88 $3K
NABL
N Able, Inc.

Technology
422
New
$6.92 - $10.3 $2.92K - $4.35K
422 $2K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
31
New
$92.03 - $93.95 $2.85K - $2.91K
31 $2K
CLOI
Vaneck ETF Tr

ETFs
54
New
$52.68 - $53.16 $2.84K - $2.87K
54 $2K
PGF
Invesco Exchange Traded Fd Tr

ETFs
200
New
$14.28 - $14.97 $2.86K - $2.99K
200 $2K
EXLS
Exl Service Holdings, Inc.

Technology
60
New
$44.13 - $51.8 $2.65K - $3.11K
60 $2K
EQH
Equitable Holdings, Inc.

Financial Services
54
New
$47.64 - $55.68 $2.57K - $3.01K
54 $2K
RGTIW
Rigetti Computing Inc Wt Exp (

Technology
998
New
$1.96 - $8.8 $1.96K - $8.78K
998 $2K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
96
New
$27.64 - $28.58 $2.65K - $2.74K
96 $2K
YELP
Yelp Inc

Communication Services
71
New
$33.6 - $41.25 $2.39K - $2.93K
71 $2K
CGNT
Cognyte Software Ltd.

Technology
314
New
$7.8 - $10.97 $2.45K - $3.44K
314 $2K
AOS
Smith A O Corp

Industrials
34
New
$65.16 - $72.69 $2.22K - $2.47K
34 $2K
UMBF
Umb Financial Corp

Financial Services
20
New
$98.0 - $122.56 $1.96K - $2.45K
20 $2K
SJNK
Spdr Bloomberg Short Term High

ETFs
108
+ 0.64%
$25.08 - $25.64 $2.71K - $2.77K
17K $427K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
95
+ 0.94%
N/A
10.2K $198K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1
+ 0.05%
$100.34 - $100.68 $100 - $101
1.84K $185K
VOOV
Vanguard S&P 500 Value ETF

ETFs
4
+ 0.52%
$179.71 - $192.06 $719 - $768
779 $143K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
22
+ 0.18%
$10.81 - $11.29 $238 - $248
11.9K $129K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
157
+ 2.97%
$14.03 - $14.65 $2.2K - $2.3K
5.44K $76K
SCI
Service Corp International

Consumer Cyclical
1
+ 0.11%
$75.99 - $84.16 $76 - $84.2
950 $76K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
150
+ 1.77%
$8.11 - $8.58 $1.22K - $1.29K
8.61K $70K
NEAR
Blackrock Short Maturity Bond

ETFs
1
+ 0.07%
$50.4 - $50.89 $50.4 - $50.9
1.36K $69K
INDA
Ishares Msci India Index Fund

ETFs
55
+ 4.44%
$47.8 - $53.4 $2.63K - $2.94K
1.29K $66K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
329
+ 4.78%
$5.87 - $6.26 $1.93K - $2.06K
7.21K $42K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
150
+ 1.09%
$2.51 - $3.16 $376 - $474
14K $42K
REG
Regency Centers Corp

Real Estate
12
+ 2.28%
$68.83 - $77.74 $826 - $933
538 $39K
FSP
Franklin Street Properties Corp

Real Estate
1.2K
+ 6.05%
$1.74 - $2.04 $2.09K - $2.45K
21K $37K
TYL
Tyler Technologies Inc

Technology
1
+ 1.82%
$553.41 - $646.74 $553 - $647
56 $32K
SPTS
Spdr Portfolio Short Term Trea

ETFs
6
+ 0.65%
$28.92 - $29.24 $174 - $175
924 $27K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
9
+ 0.88%
$21.77 - $22.56 $196 - $203
1.03K $23K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
4
+ 2.41%
$120.5 - $145.97 $482 - $584
170 $22K
PBA
Pembina Pipeline Corp

Energy
3
+ 0.55%
$35.13 - $40.12 $105 - $120
546 $21K
ONEW
One Water Marine Inc.

Consumer Cyclical
165
+ 15.79%
$14.68 - $20.76 $2.42K - $3.43K
1.21K $19K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
3
+ 0.92%
$48.13 - $51.78 $144 - $155
328 $16K
ENFR
Alerian Energy Infrastructure

ETFs
5
+ 1.03%
$30.27 - $34.12 $151 - $171
490 $16K
RPV
Invesco Exchange Traded Fd Tr

ETFs
8
+ 8.7%
$89.33 - $95.17 $715 - $761
100 $9K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
18
+ 3.3%
$14.13 - $16.72 $254 - $301
564 $8K
PNW
Pinnacle West Capital Corp

Utilities
1
+ 1.15%
$81.76 - $95.25 $81.8 - $95.3
88 $8K
STAG
Stag Industrial, Inc.

Real Estate
7
+ 3.5%
$32.39 - $37.07 $227 - $259
207 $7K
BME
Black Rock Health Sciences Trust

Financial Services
13
+ 7.43%
$37.49 - $41.0 $487 - $533
188 $7K
USFR
Wisdomtree Floating Rate Treas

ETFs
1
+ 0.72%
$50.29 - $50.5 $50.3 - $50.5
140 $7K
PINS
Pinterest, Inc.

Communication Services
24
+ 14.63%
$29.79 - $40.0 $715 - $960
188 $5K
AMCR
Amcor PLC

Consumer Cyclical
89
+ 20.75%
$9.33 - $10.39 $830 - $925
518 $5K
SOUN
Soundhound Ai, Inc.

Technology
337
+ 280.83%
$8.12 - $20.62 $2.74K - $6.95K
457 $3K
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
28
+ 0.5%
N/A
5.68K $45K
APPN
Appian Corp

Technology
37
+ 92.5%
$28.81 - $37.23 $1.07K - $1.38K
77 $2K
TFX
Teleflex Inc

Healthcare
6
+ 60.0%
$130.79 - $183.66 $785 - $1.1K
16 $2K
ASUR
Asure Software Inc

Technology
200
New
$9.16 - $12.62 $1.83K - $2.52K
200 $1K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
31
New
$55.12 - $62.6 $1.71K - $1.94K
31 $1K
Activity Summary
Buys All Purchases 1017 New Holdings 169 Increased Positions 848 Sells All Sells 831 Reductions 831 Sold out 0 Options Calls 0 Puts 0
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