Spire Wealth Management Sells in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IFF
International Flavors & Fragrances Inc

Basic Materials
-178
- 4.82%
$93.14 - $105.12 $16.6K - $18.7K
3.52K $368K
STT
State Street Corp

Financial Services
-26
- 1.91%
$73.37 - $89.31 $1.91K - $2.32K
1.33K $117K
IGF
Ishares Global Infrastructure

ETFs
-33
- 1.16%
$47.97 - $54.56 $1.58K - $1.8K
2.8K $152K
GPN
Global Payments Inc

Industrials
-60
- 1.36%
$92.66 - $112.97 $5.56K - $6.78K
4.34K $444K
KMI
Kinder Morgan, Inc.

Energy
-366
- 2.93%
$19.72 - $22.22 $7.22K - $8.13K
12.1K $268K
BK
Bank Of New York Mellon Corp

Financial Services
-296
- 8.41%
$59.54 - $72.17 $17.6K - $21.4K
3.22K $231K
AXP
American Express CO

Financial Services
-473
- 12.47%
$225.92 - $271.17 $107K - $128K
3.32K $900K
GS
Goldman Sachs Group Inc

Financial Services
-414
- 7.78%
$459.02 - $510.25 $190K - $211K
4.91K $2.43M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-189
- 3.63%
$31.07 - $39.36 $5.87K - $7.44K
5.02K $183K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-126
- 1.99%
$75.47 - $83.18 $9.51K - $10.5K
6.22K $516K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-198
- 0.81%
$34.72 - $36.88 $6.87K - $7.3K
24.4K $898K
LAMR
Lamar Advertising CO

Real Estate
-15
- 0.83%
$110.9 - $135.58 $1.66K - $2.03K
1.8K $240K
MDT
Medtronic PLC

Healthcare
-1.02K
- 9.78%
$76.84 - $91.03 $78.1K - $92.5K
9.37K $843K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-133
- 2.14%
$113.45 - $126.18 $15.1K - $16.8K
6.09K $768K
SWK
Stanley Black & Decker, Inc.

Industrials
-130
- 9.43%
$77.75 - $110.17 $10.1K - $14.3K
1.25K $137K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-30
- 0.28%
$47.29 - $52.55 $1.42K - $1.58K
10.6K $558K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-437
- 7.73%
$139.03 - $157.34 $60.8K - $68.8K
5.22K $821K
NKE
Nike, Inc.

Consumer Cyclical
-1.37K
- 11.73%
$71.09 - $89.44 $97K - $122K
10.3K $907K
HL
Hecla Mining CO

Basic Materials
-150
- 0.84%
$4.74 - $7.18 $711 - $1.08K
17.7K $117K
MO
Altria Group, Inc.

Consumer Defensive
-2.12K
- 8.33%
$45.95 - $54.71 $97.5K - $116K
23.3K $1.19M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-359
- 3.35%
$97.05 - $106.1 $34.8K - $38.1K
10.4K $1.09M
WDAY
Workday, Inc.

Technology
-27
- 1.38%
$207.75 - $264.68 $5.61K - $7.15K
1.93K $470K
ITW
Illinois Tool Works Inc

Industrials
-122
- 4.67%
$233.14 - $263.97 $28.4K - $32.2K
2.49K $652K
UL
Unilever PLC

Consumer Defensive
-2.38K
- 12.57%
$54.7 - $65.59 $130K - $156K
16.6K $1.08M
T
At&T Inc.

Communication Services
-5.14K
- 10.03%
$18.21 - $22.28 $93.6K - $115K
46.1K $1.01M
EXR
Extra Space Storage Inc.

Real Estate
-50
- 2.84%
$151.92 - $183.06 $7.6K - $9.15K
1.71K $308K
BR
Broadridge Financial Solutions, Inc.

Technology
-8
- 0.39%
$196.56 - $218.55 $1.57K - $1.75K
2.04K $439K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-14
- 0.25%
$64.57 - $71.76 $904 - $1K
5.49K $393K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-24
- 0.17%
$25.45 - $29.53 $611 - $709
13.7K $401K
BNDX
Vanguard Total International B

ETFs
-32
- 0.13%
$48.42 - $50.35 $1.55K - $1.61K
24.1K $1.21M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.25K
- 5.47%
$56.47 - $63.69 $127K - $143K
38.9K $2.45M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-638
- 2.37%
$84.81 - $93.54 $54.1K - $59.7K
26.3K $2.42M
EFG
Msci Eafe Growth ETF

ETFs
-579
- 2.88%
$96.84 - $108.77 $56.1K - $63K
19.5K $2.1M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-5
- 0.05%
$65.06 - $71.72 $325 - $359
10.9K $773K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-349
- 2.85%
$73.43 - $80.37 $25.6K - $28K
11.9K $956K
DGRO
Ishares Core Dividend Growth E

ETFs
-892
- 4.26%
$57.47 - $62.76 $51.3K - $56K
20K $1.26M
APD
Air Products & Chemicals, Inc.

Basic Materials
-128
- 5.72%
$247.34 - $300.11 $31.7K - $38.4K
2.11K $628K
TRU
Trans Union

Industrials
-27
- 1.47%
$72.72 - $106.05 $1.96K - $2.86K
1.81K $189K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-4
- 0.01%
$31.31 - $33.23 $125 - $133
44.4K $1.47M
VHT
Vanguard Health Care ETF

ETFs
-29
- 0.74%
$261.88 - $288.1 $7.59K - $8.35K
3.89K $1.1M
VEA
Vanguard Ftse Developed Market

ETFs
-979
- 3.0%
$47.6 - $53.31 $46.6K - $52.2K
31.6K $1.67M
DVY
Ishares Tr

ETFs
-126
- 2.15%
$119.99 - $135.74 $15.1K - $17.1K
5.74K $775K
NOC
Northrop Grumman Corp

Industrials
-104
- 7.84%
$423.73 - $533.14 $44.1K - $55.4K
1.22K $645K
BLK
Black Rock Inc.

Financial Services
-221
- 12.92%
$782.27 - $949.51 $173K - $210K
1.49K $1.41M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-14.3K
- 12.62%
$38.04 - $45.36 $545K - $650K
99.1K $4.43M
DUK
Duke Energy Corp

Utilities
-253
- 3.8%
$99.35 - $117.71 $25.1K - $29.8K
6.41K $739K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-350
- 3.12%
$97.19 - $109.09 $34K - $38.2K
10.9K $1.18M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-838
- 1.31%
$48.4 - $50.91 $40.6K - $42.7K
63.3K $3.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-17
- 0.68%
$523.84 - $572.02 $8.91K - $9.72K
2.48K $1.41M
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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