Spire Wealth Management Reduced Holdings in Q3 2025

Spire Wealth Management

  • $2.74 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AOS
Smith A O Corp

Industrials
-35
- 60.34%
$67.24 - $74.3 $2.35K - $2.6K
23 $1K
CMP
Compass Minerals International Inc

Basic Materials
-110
- 45.45%
$17.93 - $22.44 $1.97K - $2.47K
132 $2K
AON
Aon PLC

Financial Services
-3
- 0.96%
$350.91 - $375.27 $1.05K - $1.13K
311 $110K
SSRM
Ssr Mining Inc.

Basic Materials
-213
- 80.99%
$11.8 - $24.58 $2.51K - $5.24K
50 $1K
GMED
Globus Medical Inc

Healthcare
-2
- 0.36%
$51.89 - $62.79 $104 - $126
558 $31K
HRB
H&R Block Inc

Consumer Cyclical
-8
- 1.52%
$49.28 - $56.76 $394 - $454
519 $26K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-31
- 10.47%
$87.69 - $96.0 $2.72K - $2.98K
265 $24K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
-285
- 0.56%
$15.18 - $15.87 $4.33K - $4.52K
50.8K $790K
FIVA
Fidelity Covington Tr

ETFs
-300
- 8.47%
$29.03 - $31.44 $8.71K - $9.43K
3.24K $101K
ZBRA
Zebra Technologies Corp

Technology
-1
- 1.33%
$296.92 - $341.36 $297 - $341
74 $21K
MKTX
Marketaxess Holdings Inc

Financial Services
-10
- 62.5%
$174.25 - $223.11 $1.74K - $2.23K
6 $1K
PHG
Koninklijke Philips Nv

Healthcare
-89
- 60.54%
$23.84 - $28.62 $2.12K - $2.55K
58 $1K
DLR
Digital Realty Trust, Inc.

Real Estate
-2
- 0.13%
$161.21 - $180.02 $322 - $360
1.49K $257K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-15
- 2.51%
$48.31 - $48.93 $725 - $734
582 $28K
NTRA
Natera, Inc.

Healthcare
-2
- 16.67%
$133.66 - $181.11 $267 - $362
10 $1K
HFWA
Heritage Financial Corp

Financial Services
-20
- 34.48%
$22.13 - $25.73 $443 - $515
38 $0
RE
Everest Re Group LTD

Financial Services
-2
- 20.0%
N/A
8 $2K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
-428
- 29.7%
$7.47 - $13.14 $3.2K - $5.62K
1.01K $11K
MDB
Mongo Db, Inc.

Technology
-2
- 40.0%
$201.0 - $334.87 $402 - $670
3 $0
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-23
- 2.73%
$13.6 - $15.52 $313 - $357
821 $12K
JHG
Janus Henderson Group PLC

Financial Services
-31
- 52.54%
$39.46 - $45.37 $1.22K - $1.41K
28 $1K
EFC
Ellington Financial Inc.

Real Estate
-94
- 1.11%
$12.66 - $14.02 $1.19K - $1.32K
8.35K $108K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-50
- 0.3%
N/A
16.7K $396K
CION
Cion Investment Corp

Financial Services
-110
- 2.8%
$9.48 - $10.86 $1.04K - $1.19K
3.82K $36K
FNDF
Schwab Fundamental Intl Large

ETFs
-103
- 9.08%
$39.84 - $43.15 $4.1K - $4.44K
1.03K $44K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
-88
- 42.51%
$22.82 - $29.26 $2.01K - $2.57K
119 $3K
OMF
One Main Holdings, Inc.

Financial Services
-11
- 2.8%
$55.61 - $62.61 $612 - $689
382 $21K
VMD
Viemed Healthcare, Inc.

Healthcare
-157
- 27.35%
$5.93 - $7.44 $931 - $1.17K
417 $2K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-40
- 20.0%
$18.41 - $20.12 $736 - $805
160 $2K
PKE
Park Aerospace Corp

Industrials
-120
- 38.71%
$14.4 - $20.31 $1.73K - $2.44K
190 $3K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-105
- 1.06%
$26.44 - $27.1 $2.78K - $2.85K
9.79K $263K
IHS
Ihs Holding LTD

Communication Services
-247
- 43.64%
$5.8 - $7.61 $1.43K - $1.88K
319 $2K
ANIK
Anika Therapeutics, Inc.

Healthcare
-84
- 28.28%
$8.1 - $11.78 $680 - $990
213 $2K
KEY
Keycorp

Financial Services
-218
- 10.87%
$17.37 - $19.39 $3.79K - $4.23K
1.79K $33K
NEAR
Blackrock Short Maturity Bond

ETFs
-20
- 1.04%
$50.8 - $51.32 $1.02K - $1.03K
1.91K $97K
NTRS
Northern Trust Corp

Financial Services
-7
- 17.5%
$123.6 - $134.6 $865 - $942
33 $4K
GBIL
Goldman Sachs Access Treasury

ETFs
-9
- 0.53%
$99.82 - $100.23 $898 - $902
1.68K $167K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-140
- 1.35%
N/A
10.2K $72K
ALLY
Ally Financial Inc.

Financial Services
-30
- 0.95%
$36.95 - $44.58 $1.11K - $1.34K
3.13K $122K
Aim ETF Products Trust
-14.7K
- 25.16%
N/A
43.8K $0
Aim ETF Products Trust
-7.32K
- 15.06%
N/A
41.3K $0
Tempus Ai Inc
-1.17K
- 81.19%
N/A
271 $0
Aptiv PLC
-3
- 0.95%
N/A
312 $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-5.12K
- 11.2%
N/A
40.6K $0
Pgim Rock ETF Tr
-8.19K
- 15.09%
N/A
46.1K $0
Natwest Group PLC
-520
- 0.93%
N/A
55.5K $0
CRH.L
Crh PLC

Basic Materials
-43
- 23.5%
N/A
140 $0
ACGL
Arch Capital Group Ltd.

Financial Services
-1
- 0.45%
$85.61 - $93.54 $85.6 - $93.5
222 $20K
Canadian Pacific Kansas City
-24
- 6.3%
N/A
357 $0
Activity Summary
Buys All Purchases 946 New Holdings 138 Increased Positions 808 Sells All Sells 759 Reductions 759 Sold out 0 Options Calls 0 Puts 0
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