Spire Wealth Management Closed Holding Positions

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q2 2022 Filed on Jul 22, 2022
6,500
$26.14 - $32.19 $170K - $209K
AFSM
First Tr Exchange Traded Fd Vi

ETFs
Q2 2022 Filed on Jul 22, 2022
1,215
$21.33 - $25.88 $25.9K - $31.4K
BUYZ
Franklin Templeton ETF Tr Disr

ETFs
Q2 2022 Filed on Jul 22, 2022
75
$20.24 - $31.83 $1.52K - $2.39K
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q2 2022 Filed on Jul 22, 2022
7,453
$12.6 - $17.62 $93.9K - $131K
HELX
Franklin Templeton ETF Tr Geno

ETFs
Q2 2022 Filed on Jul 22, 2022
75
N/A
CAMP
Cal Amp Corp.

Technology
Q2 2022 Filed on Jul 22, 2022
300
$4.17 - $7.4 $1.25K - $2.22K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
Q2 2022 Filed on Jul 22, 2022
155
$20.92 - $23.9 $3.24K - $3.7K
PSFE
Paysafe LTD

Technology
Q2 2022 Filed on Jul 22, 2022
800
$1.91 - $3.55 $1.53K - $2.84K
FAAR
First Trust Vii Alternative Ab

ETFs
Q2 2022 Filed on Jul 22, 2022
22,715
$33.37 - $35.63 $758K - $809K
ORGO
Organogenesis Holdings Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
24,117
$4.74 - $8.15 $114K - $197K
CUENW
Cuentas Inc Wt Exp 02/02/26
Q2 2022 Filed on Jul 22, 2022
326,629
N/A
AFLG
First Tr Exchange Traded Fd Vi
Q2 2022 Filed on Jul 22, 2022
5,690
N/A
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q2 2022 Filed on Jul 22, 2022
3,597
$14.72 - $16.93 $52.9K - $60.9K
Quidel Corp
Q2 2022 Filed on Jul 22, 2022
80
N/A
EURL
Direxion Daily Ftse Europe Bul

ETFs
Q2 2022 Filed on Jul 22, 2022
1,100
$16.04 - $28.12 $17.6K - $30.9K
Zynga Inc
Q2 2022 Filed on Jul 22, 2022
1,826
N/A
PEBO
Peoples Bancorp Inc

Financial Services
Q2 2022 Filed on Jul 22, 2022
2,916
$26.53 - $31.66 $77.4K - $92.3K
Renewable Energy Group Inc
Q2 2022 Filed on Jul 22, 2022
540
N/A
RNDV
First Tr Vi Us Equity Divid Se
Q2 2022 Filed on Jul 22, 2022
25,602
N/A
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q2 2022 Filed on Jul 22, 2022
17,313
$31.24 - $39.02 $541K - $676K
GSL
Global Ship Lease, Inc.

Industrials
Q2 2022 Filed on Jul 22, 2022
43
$16.52 - $28.95 $710 - $1.24K
IQDF
Flexshares International Quali

ETFs
Q2 2022 Filed on Jul 22, 2022
1,369
$20.21 - $24.35 $27.7K - $33.3K
Level One Bancorp Inc
Q2 2022 Filed on Jul 22, 2022
1,300
N/A
DVA
Davita Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
292
$76.05 - $123.38 $22.2K - $36K
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
Q2 2022 Filed on Jul 22, 2022
1,536
$8.97 - $14.75 $13.8K - $22.7K
Ishares Inc
Q2 2022 Filed on Jul 22, 2022
3,510
N/A
PRK
Park National Corp

Financial Services
Q2 2022 Filed on Jul 22, 2022
207
$113.45 - $131.07 $23.5K - $27.1K
BMO
Bank Of Montreal

Financial Services
Q2 2022 Filed on Jul 22, 2022
538
$93.85 - $118.29 $50.5K - $63.6K
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 22, 2022
656
$20.18 - $23.39 $13.2K - $15.3K
NAIL
Direxion Shs ETF Tr Daily Home

ETFs
Q2 2022 Filed on Jul 22, 2022
200
$20.37 - $45.52 $4.07K - $9.1K
Peoples United Financial Inc
Q2 2022 Filed on Jul 22, 2022
3,960
N/A
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
BGS
B&G Foods, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 22, 2022
1,460
$21.5 - $28.98 $31.4K - $42.3K
USM
United States Cellular Corp

Communication Services
Q2 2022 Filed on Jul 22, 2022
4,680
$28.13 - $32.42 $132K - $152K
PLBY
Plby Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 22, 2022
11,000
$6.4 - $13.39 $70.4K - $147K
BNL
Broadstone Net Lease, Inc.

Real Estate
Q2 2022 Filed on Jul 22, 2022
15,250
$19.06 - $22.57 $291K - $344K
HTEC
Robo Global Healthcare

ETFs
Q2 2022 Filed on Jul 22, 2022
1,163
$26.7 - $37.53 $31.1K - $43.6K
BYOB
Tidal ETF Tr Sofi Be Your Own
Q2 2022 Filed on Jul 22, 2022
1,645
N/A
ATRC
Atri Cure, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
146
$35.1 - $66.01 $5.12K - $9.64K
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
FYX
First Tr Small Cap Core Alphad

ETFs
Q2 2022 Filed on Jul 22, 2022
147
$74.54 - $92.21 $11K - $13.6K
SAVE
Spirit Airlines, Inc.

Industrials
Q2 2022 Filed on Jul 22, 2022
350
$16.35 - $26.92 $5.72K - $9.42K
SUN
Sunoco LP

Energy
Q2 2022 Filed on Jul 22, 2022
261
$35.61 - $44.35 $9.29K - $11.6K
MTB
M&T Bank Corp

Financial Services
Q2 2022 Filed on Jul 22, 2022
829
$159.16 - $180.8 $132K - $150K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
Q2 2022 Filed on Jul 22, 2022
1,325
$20.37 - $24.96 $27K - $33.1K
X
United States Steel Corp

Basic Materials
Q2 2022 Filed on Jul 22, 2022
1,401
$17.91 - $37.83 $25.1K - $53K
SDC
Smile Direct Club, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
6,900
$1.0 - $2.65 $6.9K - $18.3K
CHGG
Chegg, Inc

Consumer Defensive
Q2 2022 Filed on Jul 22, 2022
200
$16.46 - $37.03 $3.29K - $7.41K
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