Spire Wealth Management Closed Holding Positions

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
Q2 2022 Filed on Jul 22, 2022
3,500
$6.75 - $8.57 $23.6K - $30K
WRK
West Rock CO

Consumer Cyclical
Q2 2022 Filed on Jul 22, 2022
6,271
$38.87 - $54.19 $244K - $340K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
2,800
$6.38 - $18.33 $17.9K - $51.3K
SI
Silvergate Capital Corp

Financial Services
Q2 2022 Filed on Jul 22, 2022
1,538
$53.53 - $151.45 $82.3K - $233K
RESD
Wisdomtree International Esg F

ETFs
Q2 2022 Filed on Jul 22, 2022
1,569
N/A
R1 Rcm Inc
Q2 2022 Filed on Jul 22, 2022
36,969
N/A
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
Q2 2022 Filed on Jul 22, 2022
100
$22.46 - $31.45 $2.25K - $3.15K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
Q2 2022 Filed on Jul 22, 2022
4,262
$33.61 - $38.25 $143K - $163K
Direxion Shs ETF Tr
Q2 2022 Filed on Jul 22, 2022
6,600
N/A
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
Q2 2022 Filed on Jul 22, 2022
4,375
$34.31 - $38.03 $150K - $166K
CDMO
Avid Bioservices, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
100
$11.63 - $21.55 $1.16K - $2.16K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
Q2 2022 Filed on Jul 22, 2022
428
$55.33 - $64.98 $23.7K - $27.8K
AEVA
Aeva Technologies, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 22, 2022
400
$2.57 - $4.4 $1.03K - $1.76K
Exchange Traded Concepts Tr
Q2 2022 Filed on Jul 22, 2022
2,955
N/A
GLO
Clough Global Opportunities Fund

Financial Services
Q2 2022 Filed on Jul 22, 2022
18,300
$6.81 - $9.47 $125K - $173K
UWM
Proshares Ultra Russell 2000

ETFs
Q2 2022 Filed on Jul 22, 2022
375
$28.92 - $47.64 $10.8K - $17.9K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
Q2 2022 Filed on Jul 22, 2022
44,435
$12.62 - $16.28 $561K - $723K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
Q2 2022 Filed on Jul 22, 2022
2,272
$18.24 - $23.13 $41.4K - $52.6K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q2 2022 Filed on Jul 22, 2022
8,330
$14.8 - $18.58 $123K - $155K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
Q2 2022 Filed on Jul 22, 2022
100
$17.29 - $27.15 $1.73K - $2.72K
USAK
Usa Truck Inc

Industrials
Q2 2022 Filed on Jul 22, 2022
118
$14.02 - $31.42 $1.65K - $3.71K
TROX
Tronox Holdings PLC

Basic Materials
Q2 2022 Filed on Jul 22, 2022
400
$15.71 - $20.53 $6.28K - $8.21K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q2 2022 Filed on Jul 22, 2022
6,350
$14.87 - $30.55 $94.4K - $194K
PHASQ
Phasebio Pharmaceuticals Inc C
Q2 2022 Filed on Jul 22, 2022
8,000
N/A
VTVT
V Tv Therapeutics Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
15,200
$0.39 - $0.84 $5.93K - $12.8K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
Q2 2022 Filed on Jul 22, 2022
10,515
$17.59 - $21.91 $185K - $230K
KRBN
Kraneshares Global Carbon Stra

Technology
Q2 2022 Filed on Jul 22, 2022
100
$46.27 - $50.63 $4.63K - $5.06K
Cerner Corp
Q2 2022 Filed on Jul 22, 2022
3,145
N/A
Surgalign Holdings Inc
Q2 2022 Filed on Jul 22, 2022
16,918
N/A
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
Q2 2022 Filed on Jul 22, 2022
596
$20.93 - $23.97 $12.5K - $14.3K
RESE
Wisdomtree Emerging Markets Es

ETFs
Q2 2022 Filed on Jul 22, 2022
422
N/A
CODI
Compass Diversified Holdings

Industrials
Q1 2022 Filed on Apr 18, 2022
212
$21.91 - $30.98 $4.64K - $6.57K
WWR
Westwater Resources, Inc.

Basic Materials
Q1 2022 Filed on Apr 18, 2022
3,500
$1.61 - $2.41 $5.64K - $8.44K
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q1 2022 Filed on Apr 18, 2022
181
$31.94 - $43.03 $5.78K - $7.79K
BAR
Granite Shares Gold Trust

ETFs
Q1 2022 Filed on Apr 18, 2022
57
$17.74 - $20.35 $1.01K - $1.16K
CRIS
Curis Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
400
$2.31 - $5.13 $924 - $2.05K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q1 2022 Filed on Apr 18, 2022
84
$48.35 - $50.5 $4.06K - $4.24K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
Q1 2022 Filed on Apr 18, 2022
190
$16.24 - $20.37 $3.09K - $3.87K
IRTC
I Rhythm Technologies, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
33
$101.95 - $157.47 $3.36K - $5.2K
VRM
Vroom, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
417
$2.33 - $11.17 $972 - $4.66K
RELI
Reliance Global Group, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
160
$981.75 - $2376.6 $157K - $380K
GWGHQ
Gwg Holdings, Inc.
Q1 2022 Filed on Apr 18, 2022
266
$2.85 - $9.6 $758 - $2.55K
ACRX
Acelrx Pharmaceuticals Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
3,540
$0.28 - $0.61 $991 - $2.16K
RVP
Retractable Technologies Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
200
$4.3 - $7.26 $860 - $1.45K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 18, 2022
3,227
$40.54 - $62.63 $131K - $202K
NTCO
Natura &Co Holding S.A.

Consumer Defensive
Q1 2022 Filed on Apr 18, 2022
360
$7.31 - $11.3 $2.63K - $4.07K
PAC
Pacific Airport Group

Industrials
Q1 2022 Filed on Apr 18, 2022
67
$120.4 - $161.23 $8.07K - $10.8K
OM
Outset Medical, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
24
$34.22 - $47.24 $821 - $1.13K
RNR
Renaissancere Holdings LTD

Financial Services
Q1 2022 Filed on Apr 18, 2022
36
$137.77 - $171.32 $4.96K - $6.17K
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