Spire Wealth Management Purchases in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XRAY
Dentsply Sirona Inc.

Healthcare
66
New
$14.93 - $20.31 $985 - $1.34K
66 $0
POR
Portland General Electric CO

Utilities
22
New
$40.56 - $45.24 $892 - $995
22 $0
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
61
New
$14.91 - $15.74 $910 - $960
61 $0
Chimera Invt Corp
66
New
N/A
66 $0
Standardaero Inc
2
+ 7.41%
N/A
29 $0
MFA
Mfa Financial, Inc.

Real Estate
75
New
$9.53 - $11.0 $715 - $825
75 $0
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
16
New
$45.03 - $48.14 $720 - $770
16 $0
TWLO
Twilio Inc

Communication Services
7
New
$94.9 - $148.35 $664 - $1.04K
7 $0
FSLY
Fastly, Inc.

Technology
105
New
$6.33 - $10.92 $665 - $1.15K
105 $0
AVDV
American Centy ETF Tr Avantis

ETFs
9
New
$63.74 - $71.96 $574 - $648
9 $0
UAMY
United States Antimony Corp

Basic Materials
250
New
$1.28 - $2.38 $320 - $595
250 $0
CPNG
Coupang, Inc.

Consumer Cyclical
25
New
$21.34 - $25.52 $534 - $638
25 $0
ELS
Equity Lifestyle Properties Inc

Real Estate
8
New
$64.36 - $69.32 $515 - $555
8 $0
RAMP
Live Ramp Holdings, Inc.

Technology
20
New
$25.18 - $35.61 $504 - $712
20 $0
VRRM
Verra Mobility Corp

Industrials
23
New
$19.76 - $26.87 $454 - $618
23 $0
NSA
National Storage Affiliates Trust

Real Estate
13
New
$35.92 - $39.59 $467 - $515
13 $0
LHX
L3 Harris Technologies, Inc.

Industrials
10
+ 0.43%
$194.65 - $222.86 $1.95K - $2.23K
2.32K $484K
LYB
Lyondell Basell Industries N.V.

Basic Materials
118
+ 5.01%
$69.82 - $78.67 $8.24K - $9.28K
2.47K $173K
PSI
Invesco Exchange Traded Fd Tr

ETFs
439
+ 21.26%
$47.38 - $64.98 $20.8K - $28.5K
2.5K $118K
ANSS
Ansys Inc

Technology
18
+ 5.77%
$316.56 - $360.36 $5.7K - $6.49K
330 $104K
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.4%
$243.63 - $273.99 $244 - $274
251 $62K
SPXC
Spx Corp

Industrials
38
+ 9.74%
$128.78 - $154.37 $4.89K - $5.87K
428 $55K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
91
+ 5.62%
$30.46 - $36.6 $2.77K - $3.33K
1.71K $52K
VVR
Invesco Senior Income Trust

Financial Services
260
+ 2.37%
$3.55 - $4.15 $923 - $1.08K
11.2K $42K
HTGC
Hercules Capital, Inc.

Financial Services
4
+ 0.3%
$18.01 - $22.0 $72 - $88
1.36K $26K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
1
+ 0.62%
$122.03 - $134.83 $122 - $135
162 $19K
JBHT
Hunt J B Transport Services Inc

Industrials
12
+ 10.43%
$146.12 - $186.55 $1.75K - $2.24K
127 $18K
BXP
Boston Properties Inc

Real Estate
18
+ 7.32%
$63.97 - $74.91 $1.15K - $1.35K
264 $17K
SWBI
Smith & Wesson Brands, Inc.

Industrials
16
+ 0.88%
$9.32 - $11.16 $149 - $179
1.84K $17K
EXPE
Expedia Group, Inc.

Consumer Cyclical
2
+ 2.94%
$157.11 - $206.52 $314 - $413
70 $11K
GIB
Cgi Inc

Technology
1
+ 0.92%
$98.12 - $122.43 $98.1 - $122
110 $10K
WCC
Wesco International Inc

Industrials
5
+ 8.62%
$155.3 - $199.95 $777 - $1K
63 $9K
NBTB
Nbt Bancorp Inc

Financial Services
2
+ 1.0%
$42.51 - $49.14 $85 - $98.3
202 $8K
IPAR
Inter Parfums Inc

Consumer Defensive
1
+ 1.49%
$113.87 - $144.54 $114 - $145
68 $7K
ZG
Zillow Group, Inc.

Communication Services
2
+ 2.0%
$66.41 - $85.29 $133 - $171
102 $6K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
10
+ 4.95%
$26.24 - $38.48 $262 - $385
212 $6K
SIG
Signet Jewelers LTD

Consumer Cyclical
3
+ 5.08%
$46.42 - $78.03 $139 - $234
62 $3K
BLDP
Ballard Power Systems Inc.

Industrials
88
+ 5.79%
$1.1 - $1.99 $96.8 - $175
1.61K $1K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
13
+ 0.32%
$28.69 - $31.94 $373 - $415
4.1K $120K
FOUR
Shift4 Payments, Inc.

Technology
196
+ 24.02%
$81.71 - $125.66 $16K - $24.6K
1.01K $82K
ROK
Rockwell Automation, Inc

Industrials
15
+ 6.67%
$255.29 - $303.75 $3.83K - $4.56K
240 $62K
CWB
Spdr Bloomberg Convertible Sec

ETFs
5
+ 0.15%
$75.99 - $81.58 $380 - $408
3.29K $252K
FEMS
First Trust Emerging Markets S

ETFs
4
+ 0.08%
$36.09 - $39.16 $144 - $157
4.91K $182K
ELAN
Elanco Animal Health Inc

Healthcare
975
+ 12.54%
$10.04 - $12.47 $9.79K - $12.2K
8.75K $91K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
133
+ 6.91%
$40.03 - $46.81 $5.32K - $6.23K
2.06K $83K
CLH
Clean Harbors Inc

Industrials
35
+ 11.74%
$188.14 - $246.1 $6.58K - $8.61K
333 $65K
SSB
South State Corp

Financial Services
3
+ 0.6%
$89.4 - $108.33 $268 - $325
504 $46K
GEF
Greif, Inc

Consumer Cyclical
25
+ 4.1%
$54.57 - $62.45 $1.36K - $1.56K
635 $34K
BHC
Bausch Health Companies Inc.

Healthcare
365
+ 10.76%
$6.16 - $7.94 $2.25K - $2.9K
3.76K $24K
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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