Spire Wealth Management Purchases in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Palvella Therapeutics Inc Ne
2.52K
New
N/A
2.52K $0
Oaktree Specialty Lending CO
105
+ 2.36%
N/A
4.56K $0
Tempus Ai Inc
1.43K
New
N/A
1.43K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.68K
New
N/A
2.68K $0
First Tr Exchng Traded Fd Vi
3.04K
New
N/A
3.04K $0
PKB
Invesco Exchange Traded Fd Tr

ETFs
99
+ 12.15%
$66.66 - $82.75 $6.6K - $8.19K
914 $61K
Digitalbridge Group Inc
2.96K
+ 91.13%
N/A
6.21K $0
Vestis Corporation
3.21K
+ 168.24%
N/A
5.11K $0
Hamilton Insurance Group LTD
400
+ 20.15%
N/A
2.39K $0
URBN
Urban Outfitters Inc

Consumer Cyclical
40
+ 4.44%
$48.81 - $60.44 $1.95K - $2.42K
940 $49K
BRSP
Bright Spire Capital, Inc.

Real Estate
40
+ 0.48%
$5.48 - $6.23 $219 - $249
8.32K $46K
Direxion Shs ETF Tr
4
+ 0.53%
N/A
756 $0
Paysafe Limited
1.33K
+ 87.79%
N/A
2.85K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
948
New
N/A
948 $0
Bunge Global Sa
222
+ 66.47%
N/A
556 $0
Noble Corp PLC
23
+ 1.33%
N/A
1.75K $0
Maplebear Inc
1.04K
New
N/A
1.04K $0
Dave Inc
500
New
N/A
500 $0
ICVT
Ishares Tr Convertible Bond Et

ETFs
5
+ 1.11%
$83.18 - $89.27 $416 - $446
457 $38K
CHWY
Chewy, Inc.

Consumer Cyclical
1
+ 0.1%
$31.83 - $39.8 $31.8 - $39.8
1.05K $34K
DRLL
Ea Ser Tr Strive U S Energy Et
100
+ 9.76%
N/A
1.13K $0
Proshares Tr
1K
New
N/A
1K $0
SBRA
Sabra Health Care Reit, Inc.

Real Estate
20
+ 1.08%
$15.88 - $17.78 $318 - $356
1.88K $32K
SPSB
Spdr Portfolio Short Term Corp

ETFs
8
+ 0.76%
$29.82 - $30.1 $239 - $241
1.05K $31K
Bank Montreal Medium
2.31K
New
N/A
2.31K $0
PFM
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.3%
$44.92 - $48.18 $89.8 - $96.4
676 $30K
Vanguard Malvern Fds
396
New
N/A
396 $0
Reddit Inc
71
+ 33.02%
N/A
286 $0
Exchange Traded Concepts Tru
290
+ 77.13%
N/A
666 $0
Advisorshares Tr
5
+ 0.2%
N/A
2.49K $0
Global X Fds
7
+ 0.68%
N/A
1.03K $0
Ishares Tr
525
+ 177.36%
N/A
821 $0
HWC
Hancock Whitney Corp

Financial Services
20
+ 4.16%
$49.61 - $61.03 $992 - $1.22K
501 $26K
Vanguard Mun Bd Fds
200
+ 666.67%
N/A
230 $0
Ishares Ethereum Tr
1.4K
+ 1573.03%
N/A
1.49K $0
ETF Opportunities Trust
3.33K
New
N/A
3.33K $0
Wells Fargo CO New
2
+ 15.38%
N/A
15 $0
SNPG
Dbx ETF Tr Xtrackers S&P 500 G
1
+ 0.24%
N/A
418 $0
OABI
Omniab Inc Com
500
+ 7.96%
N/A
6.78K $0
AMRK
A Mark Precious Metals, Inc.

Financial Services
40
+ 6.67%
$25.37 - $29.38 $1.01K - $1.18K
640 $16K
UHALB
Amerco Com Ser N
61
+ 29.47%
N/A
268 $0
BTO
John Hancock Financial Opportunities Fund

Financial Services
34
+ 7.93%
$32.12 - $38.37 $1.09K - $1.3K
463 $15K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2
+ 0.46%
N/A
440 $13K
PODD
Insulet Corp

Healthcare
2
+ 3.64%
$237.06 - $288.29 $474 - $577
57 $14K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
2
+ 1.2%
$86.58 - $87.99 $173 - $176
169 $14K
Blackrock ETF Trust
461
New
N/A
461 $0
BEP
Brookfield Renewable Partners L.P.

Utilities
8
+ 1.27%
$20.03 - $23.79 $160 - $190
638 $14K
Armour Residential Reit Inc
309
+ 60.0%
N/A
824 $0
Invesco Exch Traded Fd Tr Ii
1.26K
New
N/A
1.26K $0
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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