Spire Wealth Management Purchases in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PINC
Premier, Inc.

Healthcare
46
New
$18.37 - $21.31 $845 - $980
46 $0
IART
Integra Lifesciences Holdings Corp

Healthcare
35
New
$17.14 - $31.74 $600 - $1.11K
35 $0
INDB
Independent Bank Corp

Financial Services
12
New
$47.89 - $64.34 $575 - $772
12 $0
IDA
Idacorp Inc

Utilities
7
New
$92.02 - $104.62 $644 - $732
7 $0
SAVA
Cassava Sciences Inc

Healthcare
30
New
$9.57 - $35.08 $287 - $1.05K
30 $0
JLL
Jones Lang Lasalle Inc

Real Estate
1
+ 10.0%
$198.7 - $272.0 $199 - $272
11 $2K
Invesco Exch Traded Fd Tr Ii
54
+ 245.45%
N/A
76 $0
SAFT
Safety Insurance Group Inc

Financial Services
11
New
$74.85 - $88.81 $823 - $977
11 $0
HMN
Horace Mann Educators Corp

Financial Services
26
New
$32.13 - $36.22 $835 - $942
26 $0
HFWA
Heritage Financial Corp

Financial Services
16
+ 22.54%
$17.13 - $23.17 $274 - $371
87 $1K
HESM
Hess Midstream LP

Energy
7
+ 1.9%
$34.91 - $38.61 $244 - $270
376 $13K
FDEM
Fidelity Emerging Markets Mult
1
+ 0.42%
N/A
240 $0
BLBD
Blue Bird Corp

Consumer Cyclical
5
+ 10.0%
$45.15 - $54.51 $226 - $273
55 $2K
USFR
Wisdomtree Floating Rate Treas

ETFs
2
+ 1.48%
$50.2 - $50.48 $100 - $101
137 $6K
DAUG
First Tr ETF Viii Cboe Vest Us
15K
+ 55.62%
N/A
41.9K $0
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
3
+ 0.69%
N/A
436 $13K
HUSV
First Tr ETF Iii Horizon Manag
250
New
N/A
250 $0
GEL
Genesis Energy LP

Energy
9
+ 1.21%
$12.75 - $14.82 $115 - $133
751 $10K
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
17.6K
New
N/A
17.6K $0
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
17
+ 1.84%
$12.19 - $12.73 $207 - $216
941 $11K
RS
Reliance Steel & Aluminum CO

Basic Materials
1
+ 2.17%
$271.23 - $308.75 $271 - $309
47 $13K
ORCC
Owl Rock Capital Corp

Financial Services
2
+ 0.06%
N/A
3.3K $44K
PK
Park Hotels & Resorts Inc.

Real Estate
310
+ 6.36%
$13.63 - $15.7 $4.23K - $4.87K
5.19K $73K
BEN
Franklin Resources Inc

Financial Services
7
+ 2.83%
$19.13 - $23.97 $134 - $168
254 $5K
EWMC
Invesco Exchange Traded Fd Tr

ETFs
223
New
N/A
223 $0
USEP
Innovator U.S. Equity Ultra Bu
17K
+ 111.45%
N/A
32.3K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
12
+ 0.21%
N/A
5.62K $0
PKI
Perkinelmer Inc

Healthcare
2
+ 0.05%
N/A
4.03K $487K
KCCA
Kraneshares California Carbon
225
New
N/A
225 $0
BAUG
Innovator U.S. Equity Buffer E
835
+ 18.32%
N/A
5.39K $0
NORW
Global X Msci Norway ETF

ETFs
2
+ 0.06%
$23.95 - $26.45 $47.9 - $52.9
3.56K $91K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
42
New
N/A
42 $0
CTRA
Coterra Energy Inc.

Energy
102
+ 7.01%
$22.62 - $27.37 $2.31K - $2.79K
1.56K $37K
SRTY
Proshares Tr Ultrashort Short

ETFs
2
+ 1.57%
$19.75 - $28.71 $39.5 - $57.4
129 $2K
HIMX
Himax Technologies, Inc.

Technology
35
+ 6.36%
$5.3 - $8.35 $186 - $292
585 $3K
VVR
Invesco Senior Income Trust

Financial Services
358
+ 3.52%
$4.02 - $4.41 $1.44K - $1.58K
10.5K $42K
EGY
Vaalco Energy Inc

Energy
14
+ 1.06%
$5.37 - $7.28 $75.2 - $102
1.33K $7K
CHX
Champion X Corp

Energy
1
+ 0.4%
$28.19 - $35.09 $28.2 - $35.1
249 $7K
ALGM
Allegro Microsystems, Inc.

Technology
8
+ 3.67%
$20.48 - $33.15 $164 - $265
226 $5K
FENY
Fidelity Covington Tr Msci Ene

ETFs
4
+ 0.34%
$23.09 - $25.75 $92.4 - $103
1.19K $28K
CABO
Cable One, Inc.

Communication Services
1
+ 0.33%
$314.59 - $418.85 $315 - $419
305 $106K
INVH
Invitation Homes Inc.

Real Estate
18
+ 0.46%
$33.2 - $37.28 $598 - $671
3.95K $139K
ADSK
Autodesk, Inc.

Technology
2
+ 0.1%
$245.83 - $245.83 $492 - $492
2.02K $496K
AAP
Advance Auto Parts Inc

Consumer Cyclical
206
+ 49.52%
$38.53 - $64.44 $7.94K - $13.3K
622 $24K
BST
Black Rock Science & Technology Trust

Financial Services
19
+ 2.09%
$33.05 - $38.95 $628 - $740
929 $32K
SVXY
Pro Shares Trust Ii

ETFs
400
+ 19.99%
$39.22 - $63.75 $15.7K - $25.5K
2.4K $120K
WRB
Berkley W R Corp

Financial Services
92
+ 28.84%
$51.54 - $79.62 $4.74K - $7.33K
411 $23K
SWBI
Smith & Wesson Brands, Inc.

Industrials
9
+ 0.5%
$12.24 - $16.69 $110 - $150
1.81K $23K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
1
+ 0.34%
$77.05 - $98.48 $77.1 - $98.5
292 $23K
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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