Spire Wealth Management Incresed Positions in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
687
+ 0.9%
$32.65 - $36.69 $22.4K - $25.2K
77K $2.8M
HDV
Ishares Core High Dividend ETF

ETFs
1.67K
+ 30.56%
$107.62 - $118.76 $180K - $198K
7.13K $838K
KBE
Spdr S&P Bank ETF

ETFs
4.05K
+ 111.28%
$45.47 - $54.71 $184K - $221K
7.68K $406K
EEM
Ishares Msci Emerging Markets

ETFs
1.72K
+ 3.57%
$40.42 - $46.7 $69.4K - $80.2K
49.8K $2.28M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.77K
+ 12.75%
$51.29 - $56.57 $142K - $157K
24.5K $1.38M
PWB
Invesco Exchange Traded Fd Tr

ETFs
804
+ 2.29%
$86.85 - $98.91 $69.8K - $79.5K
35.8K $3.54M
VXF
Vanguard Extended Market ETF

ETFs
61
+ 0.41%
$163.98 - $182.92 $10K - $11.2K
15.1K $2.74M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.44K
+ 123.03%
$23.04 - $24.06 $194K - $203K
15.3K $367K
SPOT
Spotify Technology S.A.

Communication Services
78
+ 2.42%
$290.16 - $384.01 $22.6K - $30K
3.3K $1.22M
GE
General Electric CO

Industrials
123
+ 2.01%
$156.66 - $189.66 $19.3K - $23.3K
6.24K $1.18M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
645
+ 1.44%
$60.84 - $67.51 $39.2K - $43.5K
45.4K $3.06M
VT
Vanguard Total World Stk Index

ETFs
349
+ 1.59%
$107.72 - $119.96 $37.6K - $41.9K
22.4K $2.68M
EPI
Wisdomtree Tr India Earnings F

ETFs
2.7K
+ 9.6%
$47.41 - $50.82 $128K - $137K
30.8K $1.55M
RSG
Republic Services, Inc.

Industrials
828
+ 17.35%
$189.34 - $208.21 $157K - $172K
5.6K $1.12M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
2.08K
+ 7.61%
$51.3 - $59.04 $107K - $123K
29.4K $1.62M
IR
Ingersoll Rand Inc.

Industrials
1.77K
+ 112.29%
$86.9 - $100.4 $154K - $178K
3.35K $329K
LODE
Comstock Inc.

Real Estate
281K
+ 180.34%
$0.14 - $0.56 $39.3K - $157K
437K $205K
ITOT
Ishares Core S&P Total U.S. St

ETFs
656
+ 4.56%
$113.41 - $125.62 $74.4K - $82.4K
15.1K $1.89M
VOT
Vanguard Mid Cap Growth Index

ETFs
573
+ 20.86%
$218.05 - $243.47 $125K - $140K
3.32K $808K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
18.7K
+ 40.52%
$7.45 - $8.23 $140K - $154K
64.9K $523K
ARES
Ares Management Corp

Financial Services
472
+ 10.84%
$133.73 - $158.05 $63.1K - $74.6K
4.83K $752K
GLDM
World Gold Trust

ETFs
1.06K
+ 5.51%
$46.2 - $53.01 $48.9K - $56.1K
20.3K $1.06M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
12.3K
+ 170.99%
$12.49 - $13.7 $154K - $169K
19.5K $267K
MMM
3 M CO

Industrials
467
+ 15.21%
$99.69 - $139.42 $46.6K - $65.1K
3.54K $483K
TFC
Truist Financial Corp

Financial Services
1.88K
+ 8.23%
$38.22 - $44.94 $71.7K - $84.3K
24.6K $1.05M
WAT
Waters Corp

Healthcare
429
+ 680.95%
$282.7 - $359.89 $121K - $154K
492 $177K
IAU
Ishares Gold Trust

ETFs
1.59K
+ 11.59%
$44.06 - $50.5 $70.1K - $80.4K
15.3K $761K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.68K
+ 803.9%
$150.73 - $974.56 $404K - $2.61M
3.01K $479K
NDAQ
Nasdaq, Inc.

Financial Services
510
+ 5.47%
$59.48 - $74.31 $30.3K - $37.9K
9.84K $718K
IGM
Ishares Expanded Tech Sector E

ETFs
1.6K
+ 287.77%
$84.03 - $98.62 $134K - $158K
2.16K $206K
IWC
Russell Micro Cap ETF

ETFs
1.07K
+ 43.94%
$112.21 - $129.46 $120K - $138K
3.49K $430K
OKE
Oneok Inc

Energy
35
+ 0.23%
$78.62 - $95.27 $2.75K - $3.33K
15K $1.37M
STLG
Ishares Factors Us Growth Styl

ETFs
2.94K
+ 253.76%
$47.04 - $54.35 $138K - $160K
4.09K $205K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1.35K
+ 5.05%
$43.42 - $48.95 $58.6K - $66K
28.1K $1.37M
APTV
Aptiv PLC

Consumer Cyclical
1.93K
+ 2275.29%
$65.39 - $74.24 $126K - $144K
2.02K $145K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.21K
+ 8.15%
$30.27 - $34.42 $66.8K - $75.9K
29.3K $999K
WM
Waste Management Inc

Industrials
862
+ 12.16%
$196.96 - $223.45 $170K - $193K
7.95K $1.65M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
1.37K
+ 2.49%
$37.43 - $39.97 $51.4K - $54.9K
56.5K $2.26M
EXEL
Exelixis, Inc.

Healthcare
5.2K
+ 641.98%
$21.96 - $27.6 $114K - $144K
6.01K $155K
EWJ
Ishares Msci Japan ETF

ETFs
1.35K
+ 13.15%
$63.12 - $72.99 $85.5K - $98.8K
11.6K $833K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.21K
+ 8.79%
$39.95 - $45.86 $48.2K - $55.4K
14.9K $682K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
163
+ 1.45%
$117.9 - $128.2 $19.2K - $20.9K
11.4K $1.46M
IOT
Samsara Inc.

Technology
200
+ 2.44%
$34.85 - $49.75 $6.97K - $9.95K
8.4K $404K
AIT
Applied Industrial Technologies Inc

Industrials
556
+ 545.1%
$183.8 - $224.77 $102K - $125K
658 $146K
SAP
Sap Se

Technology
395
+ 30.41%
$197.21 - $231.0 $77.9K - $91.2K
1.69K $388K
SOFI
So Fi Technologies, Inc.

Financial Services
5K
+ 7.26%
$6.32 - $8.19 $31.6K - $40.9K
73.8K $579K
DELL
Dell Technologies Inc.

Technology
1.35K
+ 73.62%
$87.89 - $145.97 $119K - $197K
3.19K $377K
EXC
Exelon Corp

Utilities
1.95K
+ 25.97%
$34.24 - $40.55 $66.6K - $78.9K
9.43K $382K
PLD
Prologis, Inc.

Real Estate
552
+ 14.67%
$111.95 - $132.43 $61.8K - $73.1K
4.32K $544K
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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