Spire Wealth Management Sells in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FNDC
Schwab Fundamental Intl Small

ETFs
-270
- 36.54%
$33.85 - $38.5 $9.14K - $10.4K
469 $17K
STM
St Microelectronics N.V.

Technology
-158
- 46.47%
$27.83 - $42.72 $4.4K - $6.75K
182 $5K
HAP
Vaneck ETF Tr Natural Resource

ETFs
-220
- 12.53%
$48.29 - $52.83 $10.6K - $11.6K
1.54K $80K
ANSS
Ansys Inc

Technology
-18
- 5.16%
$296.54 - $331.25 $5.34K - $5.96K
331 $105K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-1.06K
- 2.51%
$33.55 - $35.03 $35.5K - $37.1K
41.2K $1.44M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-312
- 36.19%
$47.28 - $62.24 $14.8K - $19.4K
550 $33K
DLB
Dolby Laboratories, Inc.

Industrials
-85
- 81.73%
$66.75 - $81.27 $5.67K - $6.91K
19 $1K
SAIA
Saia Inc

Industrials
-12
- 19.05%
$367.6 - $509.42 $4.41K - $6.11K
51 $22K
OGN
Organon & Co.

Healthcare
-25
- 0.58%
$18.65 - $23.03 $466 - $576
4.29K $82K
VRSK
Verisk Analytics, Inc.

Industrials
-14
- 1.03%
$260.31 - $285.99 $3.64K - $4K
1.34K $359K
RIG
Transocean Ltd.

Energy
-1K
- 72.99%
$3.92 - $5.82 $3.92K - $5.82K
370 $1K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-131
- 24.9%
$69.31 - $77.34 $9.08K - $10.1K
395 $30K
EL
Estee Lauder Companies Inc

Consumer Defensive
-42
- 17.57%
$84.18 - $106.5 $3.54K - $4.47K
197 $19K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-23
- 2.98%
$76.83 - $91.38 $1.77K - $2.1K
749 $61K
NGG
National Grid PLC

Utilities
-328
- 25.04%
$57.14 - $70.48 $18.7K - $23.1K
982 $68K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-229
- 24.34%
$76.97 - $100.56 $17.6K - $23K
712 $69K
JETS
ETF Ser Solutions U S Global J

ETFs
-526
- 13.11%
$16.76 - $20.84 $8.82K - $11K
3.49K $72K
HES
Hess Corp

Energy
-33
- 25.19%
$126.3 - $155.44 $4.17K - $5.13K
98 $13K
FSK
Fs Kkr Capital Corp

Financial Services
-356
- 0.34%
$18.74 - $20.43 $6.67K - $7.27K
104K $2.05M
TER
Teradyne, Inc

Technology
-21
- 10.34%
$114.25 - $163.0 $2.4K - $3.42K
182 $24K
PPL
Ppl Corp

Utilities
-588
- 24.28%
$27.36 - $33.08 $16.1K - $19.5K
1.83K $60K
BSY
Bentley Systems Inc

Technology
-115
- 26.26%
$44.79 - $51.95 $5.15K - $5.97K
323 $16K
VIRT
Virtu Financial, Inc.

Financial Services
-695
- 35.07%
$21.68 - $32.43 $15.1K - $22.5K
1.29K $39K
TXT
Textron Inc

Industrials
-65
- 27.66%
$83.46 - $94.02 $5.42K - $6.11K
170 $15K
REET
Ishares Global Reit ETF

ETFs
-206
- 74.64%
$23.07 - $27.17 $4.75K - $5.6K
70 $1K
CRSP
Crispr Therapeutics Ag

Healthcare
-15
- 2.98%
$44.62 - $62.75 $669 - $941
488 $22K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-905
- 9.02%
$75.81 - $88.73 $68.6K - $80.3K
9.13K $807K
PKE
Park Aerospace Corp

Industrials
-269
- 18.18%
$12.01 - $14.37 $3.23K - $3.87K
1.21K $15K
RDVT
Red Violet, Inc.

Technology
-319
- 28.01%
$22.35 - $30.33 $7.13K - $9.68K
820 $23K
CUBE
Cube Smart

Real Estate
-173
- 35.82%
$43.74 - $54.55 $7.57K - $9.44K
310 $16K
MPAA
Motorcar Parts America Inc

Consumer Cyclical
-1.26K
- 30.9%
$5.45 - $7.39 $6.87K - $9.31K
2.82K $20K
IVT
Inven Trust Properties Corp.

Real Estate
-308
- 27.21%
$24.41 - $29.87 $7.52K - $9.2K
824 $23K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-203
- 74.09%
$28.08 - $32.61 $5.7K - $6.62K
71 $2K
HPE
Hewlett Packard Enterprise CO

Technology
-160
- 6.58%
$16.1 - $21.44 $2.58K - $3.43K
2.27K $46K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-400
- 7.19%
$53.41 - $57.9 $21.4K - $23.2K
5.17K $298K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-162
- 12.32%
$29.58 - $30.31 $4.79K - $4.91K
1.15K $34K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-153
- 34.23%
$24.59 - $27.83 $3.76K - $4.26K
294 $7K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
-494
- 44.03%
$11.73 - $13.0 $5.79K - $6.42K
628 $8K
ERJ
Embraer S.A.

Industrials
-516
- 37.39%
$25.9 - $36.95 $13.4K - $19.1K
864 $30K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-4
- 10.81%
$402.52 - $505.35 $1.61K - $2.02K
33 $14K
FIS
Fidelity National Information Services, Inc.

Technology
-75
- 41.44%
$72.8 - $85.04 $5.46K - $6.38K
106 $8K
ARCC
Ares Capital Corp

Financial Services
-607
- 0.82%
$19.8 - $21.28 $12K - $12.9K
73.2K $1.53M
FIVE
Five Below, Inc

Consumer Cyclical
-29
- 78.38%
$64.97 - $108.47 $1.88K - $3.15K
8 $0
MEDP
Medpace Holdings, Inc.

Healthcare
-9
- 69.23%
$320.58 - $457.29 $2.89K - $4.12K
4 $1K
PFN
Pimco Income Strategy Fund Ii

Financial Services
-867
- 15.26%
$7.02 - $7.62 $6.09K - $6.61K
4.81K $36K
URBN
Urban Outfitters Inc

Consumer Cyclical
-40
- 3.51%
$34.35 - $48.06 $1.37K - $1.92K
1.1K $42K
HUM
Humana Inc

Healthcare
-1
- 1.96%
$310.25 - $404.52 $310 - $405
50 $15K
SRE
Sempra Energy

Utilities
-105
- 17.53%
$74.97 - $84.04 $7.87K - $8.82K
494 $41K
ROK
Rockwell Automation, Inc

Industrials
-10
- 3.77%
$248.27 - $294.37 $2.48K - $2.94K
255 $68K
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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