Spire Wealth Management Sells in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
-400
- 17.54%
$118.0 - $128.28 $47.2K - $51.3K
1.88K $241K
BHP
Bhp Group LTD

Basic Materials
-935
- 15.17%
$51.32 - $62.11 $48K - $58.1K
5.23K $324K
ENB
Enbridge Inc

Energy
-2.88K
- 16.06%
$35.27 - $41.18 $102K - $119K
15.1K $611K
STE
Steris PLC

Healthcare
-137
- 49.64%
$213.51 - $247.14 $29.3K - $33.9K
139 $33K
IYK
Ishares U.S. Consumer Staples

ETFs
-495
- 30.5%
$65.27 - $72.12 $32.3K - $35.7K
1.13K $79K
EMR
Emerson Electric CO

Industrials
-193
- 2.46%
$98.19 - $118.87 $19K - $22.9K
7.66K $837K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-501
- 47.71%
$57.32 - $67.53 $28.7K - $33.8K
549 $36K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-285
- 10.87%
$92.56 - $99.46 $26.4K - $28.3K
2.34K $224K
FNDF
Schwab Fundamental Intl Large

ETFs
-747
- 75.53%
$33.67 - $37.71 $25.2K - $28.2K
242 $9K
CNA
Cna Financial Corp

Financial Services
-605
- 30.71%
$44.75 - $51.95 $27.1K - $31.4K
1.37K $66K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-440
- 10.32%
$91.9 - $103.31 $40.4K - $45.5K
3.82K $394K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-401
- 91.34%
$55.51 - $61.51 $22.3K - $24.7K
38 $2K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-1.49K
- 17.53%
$13.31 - $15.65 $19.8K - $23.3K
7K $100K
EQC
Equity Commonwealth

Real Estate
-1.37K
- 12.39%
$19.14 - $20.41 $26.2K - $28K
9.69K $192K
EOG
Eog Resources Inc

Energy
-17
- 0.25%
$117.9 - $132.65 $2K - $2.26K
6.8K $835K
ECVT
Ecovyst Inc.

Basic Materials
-1.83K
- 41.26%
$6.22 - $9.76 $11.4K - $17.8K
2.6K $17K
L
Loews Corp

Financial Services
-573
- 10.33%
$73.76 - $81.96 $42.3K - $47K
4.97K $393K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-79
- 9.6%
$53.01 - $82.74 $4.19K - $6.54K
744 $48K
ALLY
Ally Financial Inc.

Financial Services
-142
- 3.7%
$32.67 - $45.01 $4.64K - $6.39K
3.7K $131K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.67K
- 3.01%
$76.38 - $78.87 $128K - $132K
53.9K $4.24M
BOX
Box Inc

Technology
-787
- 78.94%
$24.92 - $33.45 $19.6K - $26.3K
210 $6K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-980
- 7.57%
$61.11 - $67.85 $59.9K - $66.5K
12K $812K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-558
- 49.96%
$31.4 - $40.35 $17.5K - $22.5K
559 $20K
IYJ
Ishares Tr

ETFs
-208
- 34.67%
$118.32 - $133.67 $24.6K - $27.8K
392 $52K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-655
- 19.32%
$38.1 - $44.5 $25K - $29.1K
2.74K $117K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-300
- 66.52%
$61.71 - $68.15 $18.5K - $20.4K
151 $10K
NVT
N Vent Electric PLC

Industrials
-100
- 6.12%
$60.72 - $81.19 $6.07K - $8.12K
1.53K $107K
SAIC
Science Applications International Corp

Technology
-210
- 38.53%
$113.4 - $139.27 $23.8K - $29.2K
335 $46K
IYE
Ishares Tr

ETFs
-176
- 3.07%
$44.44 - $49.18 $7.82K - $8.66K
5.56K $257K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-551
- 6.96%
$44.87 - $47.18 $24.7K - $26K
7.36K $347K
ENPH
Enphase Energy, Inc.

Technology
-166
- 82.59%
$95.77 - $123.65 $15.9K - $20.5K
35 $3K
BCS
Barclays PLC

Financial Services
-2.7K
- 25.23%
$10.59 - $12.45 $28.6K - $33.6K
8K $97K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-300
- 75.0%
$57.69 - $64.56 $17.3K - $19.4K
100 $6K
TROW
Price T Rowe Group Inc

Financial Services
-82
- 6.47%
$101.71 - $120.75 $8.34K - $9.9K
1.19K $129K
BCE
Bce Inc

Communication Services
-607
- 25.75%
$31.33 - $36.08 $19K - $21.9K
1.75K $60K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-665
- 92.62%
$24.39 - $25.28 $16.2K - $16.8K
53 $1K
VSAT
Viasat Inc

Technology
-1.14K
- 36.25%
$11.94 - $24.49 $13.6K - $27.8K
2K $23K
WPP
Wpp PLC

Communication Services
-374
- 63.39%
$43.23 - $52.12 $16.2K - $19.5K
216 $11K
CME
Cme Group Inc.

Financial Services
-203
- 17.44%
$193.43 - $220.62 $39.3K - $44.8K
961 $212K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-85
- 29.31%
$63.56 - $107.36 $5.4K - $9.13K
205 $14K
PAVE
Global X Fds Us Infrastructure

ETFs
-490
- 49.95%
$36.39 - $41.16 $17.8K - $20.2K
491 $20K
QJUN
First Tr ETF
-983
- 5.34%
$24.85 - $27.22 $24.4K - $26.8K
17.4K $470K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-33
- 20.75%
$193.0 - $282.1 $6.37K - $9.31K
126 $29K
WEC
Wec Energy Group, Inc.

Utilities
-280
- 41.06%
$77.68 - $96.19 $21.8K - $26.9K
402 $38K
JBL
Jabil Inc

Technology
-202
- 25.16%
$97.55 - $126.65 $19.7K - $25.6K
601 $72K
CEIX
Consol Energy Inc.

Energy
-150
- 55.56%
$88.45 - $107.31 $13.3K - $16.1K
120 $12K
HBAN
Huntington Bancshares Inc

Financial Services
-1.8K
- 25.52%
$12.84 - $15.15 $23.1K - $27.2K
5.25K $77K
KMB
Kimberly Clark Corp

Consumer Defensive
-143
- 10.22%
$135.05 - $148.35 $19.3K - $21.2K
1.26K $178K
AZN
Astrazeneca PLC

Healthcare
-182
- 2.63%
$76.67 - $87.62 $14K - $15.9K
6.74K $524K
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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