Spire Wealth Management Closed Holding Positions

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Discovery Inc
Q2 2022 Filed on Jul 22, 2022
1,922
N/A
Draftkings Inc
Q2 2022 Filed on Jul 22, 2022
6,633
N/A
BRKR
Bruker Corp

Healthcare
Q2 2022 Filed on Jul 22, 2022
100
$56.38 - $65.35 $5.64K - $6.53K
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
Q2 2022 Filed on Jul 22, 2022
596
$20.93 - $23.97 $12.5K - $14.3K
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
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q2 2022 Filed on Jul 22, 2022
8,330
$14.8 - $18.58 $123K - $155K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
Q2 2022 Filed on Jul 22, 2022
227
$79.48 - $87.32 $18K - $19.8K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
Q2 2022 Filed on Jul 22, 2022
4,375
$34.31 - $38.03 $150K - $166K
TNK
Teekay Tankers Ltd.

Energy
Q2 2022 Filed on Jul 22, 2022
1,797
$14.27 - $21.66 $25.6K - $38.9K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
2,800
$6.38 - $18.33 $17.9K - $51.3K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
Q2 2022 Filed on Jul 22, 2022
428
$55.33 - $64.98 $23.7K - $27.8K
Aspen Technology Inc
Q2 2022 Filed on Jul 22, 2022
627
N/A
FCG
First Tr Exchange Traded Fd

ETFs
Q2 2022 Filed on Jul 22, 2022
923
$21.75 - $30.82 $20.1K - $28.4K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
Q2 2022 Filed on Jul 22, 2022
2,272
$18.24 - $23.13 $41.4K - $52.6K
USAK
Usa Truck Inc

Industrials
Q2 2022 Filed on Jul 22, 2022
118
$14.02 - $31.42 $1.65K - $3.71K
Anaplan Inc
Q2 2022 Filed on Jul 22, 2022
334
N/A
Exchange Traded Concepts Tr
Q2 2022 Filed on Jul 22, 2022
2,955
N/A
R1 Rcm Inc
Q2 2022 Filed on Jul 22, 2022
36,969
N/A
PHASQ
Phasebio Pharmaceuticals Inc C
Q2 2022 Filed on Jul 22, 2022
8,000
N/A
CBU
Community Bank System, Inc.

Financial Services
Q2 2022 Filed on Jul 22, 2022
828
$61.45 - $70.99 $50.9K - $58.8K
RESD
Wisdomtree International Esg F

ETFs
Q2 2022 Filed on Jul 22, 2022
1,569
N/A
Direxion Shs ETF Tr
Q2 2022 Filed on Jul 22, 2022
6,600
N/A
Preferred Apt Cmntys Inc
Q2 2022 Filed on Jul 22, 2022
14,837
N/A
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
Q2 2022 Filed on Jul 22, 2022
10,515
$17.59 - $21.91 $185K - $230K
CUZ
Cousins Properties Inc

Real Estate
Q2 2022 Filed on Jul 22, 2022
385
$28.78 - $40.83 $11.1K - $15.7K
IPI
Intrepid Potash, Inc.

Basic Materials
Q2 2022 Filed on Jul 22, 2022
1,003
$44.71 - $119.5 $44.8K - $120K
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
Tonix Pharmaceuticals Hldg C
Q2 2022 Filed on Jul 22, 2022
6,700
N/A
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q2 2022 Filed on Jul 22, 2022
876
$22.04 - $24.54 $19.3K - $21.5K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q2 2022 Filed on Jul 22, 2022
400
$27.15 - $31.32 $10.9K - $12.5K
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
BIG
Big Lots Inc

Consumer Defensive
Q2 2022 Filed on Jul 22, 2022
700
$20.97 - $38.54 $14.7K - $27K
OUNZ
Van Eck Merk Gold Trust

ETFs
Q2 2022 Filed on Jul 22, 2022
3,120
$17.53 - $19.23 $54.7K - $60K
SI
Silvergate Capital Corp

Financial Services
Q2 2022 Filed on Jul 22, 2022
1,538
$53.53 - $151.45 $82.3K - $233K
FFWM
First Foundation Inc.

Financial Services
Q2 2022 Filed on Jul 22, 2022
1,170
$20.48 - $24.17 $24K - $28.3K
FDEU
First Trust Dynamic Europe Equity Income Fund

Financial Services
Q2 2022 Filed on Jul 22, 2022
2,000
$10.9 - $12.74 $21.8K - $25.5K
SNDL
Sundial Growers Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
8,480
$2.94 - $7.0 $24.9K - $59.4K
GLO
Clough Global Opportunities Fund

Financial Services
Q2 2022 Filed on Jul 22, 2022
18,300
$6.81 - $9.47 $125K - $173K
Technical Communications Cor
Q2 2022 Filed on Jul 22, 2022
4,000
N/A
APG
A Pi Group Corp

Industrials
Q2 2022 Filed on Jul 22, 2022
1,000
$14.3 - $21.04 $14.3K - $21K
GWGHQ
Gwg Holdings, Inc.
Q1 2022 Filed on Apr 18, 2022
266
$2.85 - $9.6 $758 - $2.55K
TWOU
2 U, Inc.

Consumer Defensive
Q1 2022 Filed on Apr 18, 2022
82
$9.03 - $20.93 $740 - $1.72K
LGFA
Lions Gate Entmt Corp Cl A Vtg
Q1 2022 Filed on Apr 18, 2022
500
N/A
PAC
Pacific Airport Group

Industrials
Q1 2022 Filed on Apr 18, 2022
67
$120.4 - $161.23 $8.07K - $10.8K
WWR
Westwater Resources, Inc.

Basic Materials
Q1 2022 Filed on Apr 18, 2022
3,500
$1.61 - $2.41 $5.64K - $8.44K
CODI
Compass Diversified Holdings

Industrials
Q1 2022 Filed on Apr 18, 2022
212
$21.91 - $30.98 $4.64K - $6.57K
CRIS
Curis Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
400
$2.31 - $5.13 $924 - $2.05K
IRTC
I Rhythm Technologies, Inc.

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