Spire Wealth Management Closed Holding Positions

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SUP
Superior Industries International Inc

Consumer Cyclical
Q4 2021 Filed on Jan 14, 2022
1,500
$4.14 - $6.95 $6.21K - $10.4K
OPTT
Ocean Power Technologies, Inc.

Industrials
Q4 2021 Filed on Jan 14, 2022
5,250
$1.48 - $2.3 $7.77K - $12.1K
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q4 2021 Filed on Jan 14, 2022
225
$59.01 - $108.3 $13.3K - $24.4K
ONVO
Organovo Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 14, 2022
1,000
$3.63 - $6.86 $3.63K - $6.86K
CMMB
Chemomab Therapeutics Ltd.

Healthcare
Q4 2021 Filed on Jan 14, 2022
500
$6.41 - $11.13 $3.21K - $5.57K
CNR
Cornerstone Building Brands, Inc.

Industrials
Q4 2021 Filed on Jan 14, 2022
218
$13.66 - $17.45 $2.98K - $3.8K
Direxion Shs ETF Tr
Q4 2021 Filed on Jan 14, 2022
700
N/A
KOP
Koppers Holdings Inc.

Basic Materials
Q4 2021 Filed on Jan 14, 2022
1,012
$29.34 - $37.05 $29.7K - $37.5K
EWZS
Ishares Msci Brazil Small Cap

ETFs
Q4 2021 Filed on Jan 14, 2022
12,025
$12.79 - $16.57 $154K - $199K
Fireeye Inc
Q4 2021 Filed on Jan 14, 2022
8,650
N/A
Guggenheim Enhanced Equity I
Q4 2021 Filed on Jan 14, 2022
25,987
N/A
MEXX
Direxion Shs ETF Tr Daily Msci
Q4 2021 Filed on Jan 14, 2022
200
N/A
WISH
Context Logic Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 14, 2022
1,710
$3.01 - $6.09 $5.15K - $10.4K
LIZI
Lizhi Inc.

Communication Services
Q4 2021 Filed on Jan 14, 2022
1,400
$1.64 - $3.49 $2.3K - $4.89K
Nuveen Tax Advantaged Divid
Q4 2021 Filed on Jan 14, 2022
15,786
N/A
Nuveen Select Tax Free Incom
Q4 2021 Filed on Jan 14, 2022
6,912
N/A
TRIB
Trinity Biotech PLC

Healthcare
Q4 2021 Filed on Jan 14, 2022
500
$1.43 - $2.25 $715 - $1.13K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Jan 14, 2022
5,687
N/A
Rmr Mortgage Tr
Q4 2021 Filed on Jan 14, 2022
100
N/A
EBS
Emergent Bio Solutions Inc.

Healthcare
Q4 2021 Filed on Jan 14, 2022
900
$33.11 - $55.01 $29.8K - $49.5K
Broadstone Net Lease Inc
Q4 2021 Filed on Jan 14, 2022
15,250
N/A
PGRE
Paramount Group, Inc.

Real Estate
Q4 2021 Filed on Jan 14, 2022
192
$7.88 - $9.44 $1.51K - $1.81K
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
Q4 2021 Filed on Jan 14, 2022
94
$12.6 - $16.16 $1.18K - $1.52K
Pimco Income Opportunity Fd
Q4 2021 Filed on Jan 14, 2022
21,181
N/A
Acceleron Pharma Inc
Q4 2021 Filed on Jan 14, 2022
440
N/A
SYLD
Cambria Shareholder Yld ETF

ETFs
Q4 2021 Filed on Jan 14, 2022
23
$61.12 - $67.39 $1.41K - $1.55K
GRAY
Graybug Vision, Inc.

Healthcare
Q4 2021 Filed on Jan 14, 2022
1,200
$1.74 - $3.6 $2.09K - $4.32K
Global X Fds
Q4 2021 Filed on Jan 14, 2022
7,460
N/A
EPU
Ishares Msci Peru ETF
Q4 2021 Filed on Jan 14, 2022
3,055
N/A
Kirkland Lake Gold LTD
Q4 2021 Filed on Jan 14, 2022
7,815
N/A
ECH
Ishares Inc Mcsi Chile ETF

ETFs
Q4 2021 Filed on Jan 14, 2022
4,975
$21.52 - $28.5 $107K - $142K
CPSH
Cps Technologies Corp

Technology
Q4 2021 Filed on Jan 14, 2022
850
$3.19 - $5.72 $2.71K - $4.86K
Credit Suisse Ag Nassau Brh
Q4 2021 Filed on Jan 14, 2022
428
N/A
AUVI
Applied Uv, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 14, 2022
1,500
$25.04 - $26.5 $37.6K - $39.8K
SWIR
Sierra Wireless Inc

Technology
Q4 2021 Filed on Jan 14, 2022
182
$14.91 - $19.02 $2.71K - $3.46K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
Q4 2021 Filed on Jan 14, 2022
333
$19.27 - $21.54 $6.42K - $7.17K
Iec Electrs Corp New
Q4 2021 Filed on Jan 14, 2022
2,317
N/A
ANVS
Annovis Bio, Inc.

Healthcare
Q4 2021 Filed on Jan 14, 2022
310
$17.58 - $37.67 $5.45K - $11.7K
AYRO
Ayro, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 14, 2022
3,000
$1.53 - $3.39 $4.59K - $10.2K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
Q4 2021 Filed on Jan 14, 2022
100
$58.45 - $64.95 $5.85K - $6.5K
KXIN
Kaixin Auto Holdings

Consumer Cyclical
Q4 2021 Filed on Jan 14, 2022
5,000
$1.12 - $2.76 $5.6K - $13.8K
OII
Oceaneering International Inc

Energy
Q4 2021 Filed on Jan 14, 2022
500
$10.63 - $15.66 $5.32K - $7.83K
MCI
Barings Corporate Investors

Financial Services
Q4 2021 Filed on Jan 14, 2022
1,200
$15.32 - $16.59 $18.4K - $19.9K
TEO
Telecom Argentina Sa

Communication Services
Q4 2021 Filed on Jan 14, 2022
4,400
$4.85 - $5.6 $21.3K - $24.6K
AQMS
Aqua Metals, Inc.

Industrials
Q4 2021 Filed on Jan 14, 2022
5,800
$1.22 - $2.28 $7.08K - $13.2K
Invesco Dynamic Cr Opportuni
Q4 2021 Filed on Jan 14, 2022
1,000
N/A
Nuveen Diversified Divid I
Q4 2021 Filed on Jan 14, 2022
900
N/A
TLS
Telos Corp

Technology
Q4 2021 Filed on Jan 14, 2022
189
$14.86 - $28.59 $2.81K - $5.4K
WIA
Western Asset Inflation Linked Income Fund

Financial Services
Q4 2021 Filed on Jan 14, 2022
3,650
$13.0 - $14.33 $47.5K - $52.3K
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