Spire Wealth Management Closed Holding Positions

Spire Wealth Management

  • $2.74 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
Q2 2022 Filed on Jul 22, 2022
10,515
$17.59 - $21.91 $185K - $230K
IQDF
Flexshares International Quali

ETFs
Q2 2022 Filed on Jul 22, 2022
1,369
$20.21 - $24.35 $27.7K - $33.3K
Peoples United Financial Inc
Q2 2022 Filed on Jul 22, 2022
3,960
N/A
FYX
First Tr Small Cap Core Alphad

ETFs
Q2 2022 Filed on Jul 22, 2022
147
$74.54 - $92.21 $11K - $13.6K
NAIL
Direxion Shs ETF Tr Daily Home

ETFs
Q2 2022 Filed on Jul 22, 2022
200
$20.37 - $45.52 $4.07K - $9.1K
DDM
Proshares Ultra Dow30

ETFs
Q2 2022 Filed on Jul 22, 2022
400
$53.53 - $74.57 $21.4K - $29.8K
ENIC
Enel Chile S.A.

Utilities
Q2 2022 Filed on Jul 22, 2022
7,493
$1.11 - $1.59 $8.32K - $11.9K
SAVE
Spirit Airlines, Inc.

Industrials
Q2 2022 Filed on Jul 22, 2022
350
$16.35 - $26.92 $5.72K - $9.42K
BILL
Bill.Com Holdings, Inc.

Technology
Q2 2022 Filed on Jul 22, 2022
657
$97.45 - $243.15 $64K - $160K
Blackrock Munihlds Invstm Ql
Q2 2022 Filed on Jul 22, 2022
10,000
N/A
MCR
Mfs Charter Income Trust

Financial Services
Q2 2022 Filed on Jul 22, 2022
2,300
$6.15 - $7.52 $14.1K - $17.3K
SDC
Smile Direct Club, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
6,900
$1.0 - $2.65 $6.9K - $18.3K
Nuveen Enhanced Mun Value Fd
Q2 2022 Filed on Jul 22, 2022
8,571
N/A
AFMC
First Tr Exchange Traded Fd Vi

ETFs
Q2 2022 Filed on Jul 22, 2022
1,325
$20.37 - $24.96 $27K - $33.1K
CHGG
Chegg, Inc

Consumer Defensive
Q2 2022 Filed on Jul 22, 2022
200
$16.46 - $37.03 $3.29K - $7.41K
Pennsylvania Real Estate Inv
Q2 2022 Filed on Jul 22, 2022
5,000
N/A
SUN
Sunoco LP

Energy
Q2 2022 Filed on Jul 22, 2022
261
$35.61 - $44.35 $9.29K - $11.6K
FEI
First Trust Mlp & Energy Income Fund

Financial Services
Q2 2022 Filed on Jul 22, 2022
400
$7.35 - $8.71 $2.94K - $3.48K
EGAN
Egain Corp

Technology
Q2 2022 Filed on Jul 22, 2022
120
$8.45 - $11.98 $1.01K - $1.44K
Surgalign Holdings Inc
Q2 2022 Filed on Jul 22, 2022
16,918
N/A
GRPN
Groupon, Inc.

Communication Services
Q2 2022 Filed on Jul 22, 2022
914
$11.3 - $20.7 $10.3K - $18.9K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
Q2 2022 Filed on Jul 22, 2022
1,200
$8.28 - $9.81 $9.94K - $11.8K
VTVT
V Tv Therapeutics Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
15,200
$0.39 - $0.84 $5.93K - $12.8K
Ortho Clinical Diagnostics H
Q2 2022 Filed on Jul 22, 2022
4,700
N/A
VONE
Vanguard Russell 1000 ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
496
$166.82 - $209.47 $82.7K - $104K
NOMD
Nomad Foods LTD

Consumer Defensive
Q2 2022 Filed on Jul 22, 2022
1,099
$17.65 - $23.36 $19.4K - $25.7K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
Q2 2022 Filed on Jul 22, 2022
509
$34.19 - $39.91 $17.4K - $20.3K
ATRC
Atri Cure, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
146
$35.1 - $66.01 $5.12K - $9.64K
BYOB
Tidal ETF Tr Sofi Be Your Own
Q2 2022 Filed on Jul 22, 2022
1,645
N/A
HTEC
Robo Global Healthcare

ETFs
Q2 2022 Filed on Jul 22, 2022
1,163
$26.7 - $37.53 $31.1K - $43.6K
BB
Blackberry LTD

Technology
Q2 2022 Filed on Jul 22, 2022
1,215
$4.89 - $7.11 $5.94K - $8.64K
KOSS
Koss Corp

Technology
Q2 2022 Filed on Jul 22, 2022
1,000
$5.27 - $8.53 $5.27K - $8.53K
PLBY
Plby Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 22, 2022
11,000
$6.4 - $13.39 $70.4K - $147K
Invesco Exchange Traded Fd T
Q2 2022 Filed on Jul 22, 2022
600
N/A
USM
United States Cellular Corp

Communication Services
Q2 2022 Filed on Jul 22, 2022
4,680
$28.13 - $32.42 $132K - $152K
BLUE
Bluebird Bio, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
320
$2.94 - $5.23 $941 - $1.67K
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 22, 2022
656
$20.18 - $23.39 $13.2K - $15.3K
SIMS
Spdr S&P Kensho Intelligent St

ETFs
Q2 2022 Filed on Jul 22, 2022
200
$32.01 - $41.75 $6.4K - $8.35K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q2 2022 Filed on Jul 22, 2022
17,313
$31.24 - $39.02 $541K - $676K
RNDV
First Tr Vi Us Equity Divid Se
Q2 2022 Filed on Jul 22, 2022
25,602
N/A
GXTG
Global X Fds Thematic Growth E

ETFs
Q2 2022 Filed on Jul 22, 2022
166
$28.05 - $38.46 $4.66K - $6.38K
INFN
Infinera Corp

Technology
Q2 2022 Filed on Jul 22, 2022
491
$4.72 - $8.93 $2.32K - $4.38K
Mimecast LTD
Q2 2022 Filed on Jul 22, 2022
765
N/A
ONLN
Proshares Tr Online Retail ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
30
$30.41 - $48.5 $912 - $1.46K
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
Q2 2022 Filed on Jul 22, 2022
480
$12.88 - $14.8 $6.18K - $7.1K
Renewable Energy Group Inc
Q2 2022 Filed on Jul 22, 2022
540
N/A
Bp Midstream Partners LP
Q2 2022 Filed on Jul 22, 2022
517
N/A
Zynga Inc
Q2 2022 Filed on Jul 22, 2022
1,826
N/A
HCCI
Heritage Crystal Clean, Inc.

Industrials
Q2 2022 Filed on Jul 22, 2022
2,891
$24.24 - $29.77 $70.1K - $86.1K
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email