Spire Wealth Management Closed Holding Positions

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
WNS
Wns (Holdings) LTD

Technology
Q1 2022 Filed on Apr 18, 2022
139
$80.32 - $91.28 $11.2K - $12.7K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
Q1 2022 Filed on Apr 18, 2022
10,910
$35.76 - $38.2 $390K - $417K
Kirkland Lake Gold LTD
Q1 2022 Filed on Apr 18, 2022
8,205
N/A
EVC
Entravision Communications Corp

Communication Services
Q1 2022 Filed on Apr 18, 2022
49,459
$5.59 - $6.84 $276K - $338K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
Q1 2022 Filed on Apr 18, 2022
6,106
$47.66 - $49.72 $291K - $304K
PRQR
Pro Qr Therapeutics N.V.

Healthcare
Q1 2022 Filed on Apr 18, 2022
2,001
$0.9 - $8.39 $1.8K - $16.8K
COTY
Coty Inc.

Consumer Defensive
Q1 2022 Filed on Apr 18, 2022
900
$7.35 - $10.66 $6.62K - $9.59K
VCYT
Veracyte, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
62
$21.94 - $42.51 $1.36K - $2.64K
MCRB
Seres Therapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
150
$6.3 - $8.84 $945 - $1.33K
STON
Stonemor Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
1,420
$2.31 - $3.01 $3.28K - $4.27K
SMTC
Semtech Corp

Technology
Q1 2022 Filed on Apr 18, 2022
41
$60.95 - $89.98 $2.5K - $3.69K
ZYNE
Zynerba Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
602
$1.83 - $3.02 $1.1K - $1.82K
ACC
American Campus Communities Inc

Real Estate
Q1 2022 Filed on Apr 18, 2022
59
$49.94 - $57.36 $2.95K - $3.38K
INT
World Fuel Services Corp

Energy
Q1 2022 Filed on Apr 18, 2022
67
$25.38 - $29.25 $1.7K - $1.96K
NVST
Envista Holdings Corp

Healthcare
Q1 2022 Filed on Apr 18, 2022
58
$41.4 - $50.9 $2.4K - $2.95K
ILPT
Industrial Logistics Properties Trust

Real Estate
Q1 2022 Filed on Apr 18, 2022
100
$21.52 - $25.55 $2.15K - $2.56K
VBIV
Vbi Vaccines Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
1,000
$1.27 - $2.47 $1.27K - $2.47K
Osi ETF Tr
Q1 2022 Filed on Apr 18, 2022
95
N/A
PZZA
Papa Johns International Inc

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
35
$94.17 - $133.14 $3.3K - $4.66K
HPP
Hudson Pacific Properties, Inc.

Real Estate
Q1 2022 Filed on Apr 18, 2022
127
$22.54 - $28.54 $2.86K - $3.62K
SLRC
Slr Investment Corp.

Financial Services
Q1 2022 Filed on Apr 18, 2022
200
$17.68 - $19.26 $3.54K - $3.85K
GAA
Cambria Global Asset Allocatio

ETFs
Q1 2022 Filed on Apr 18, 2022
115
$29.39 - $31.37 $3.38K - $3.61K
BWXT
Bwx Technologies, Inc.

Industrials
Q1 2022 Filed on Apr 18, 2022
53
$42.78 - $55.73 $2.27K - $2.95K
ALRNXXXX
Aileron Therapeutics Inc Com
Q1 2022 Filed on Apr 18, 2022
2,249
N/A
IPOD
Social Capital Hedosophia Holdings Corp. Iv

Financial Services
Q1 2022 Filed on Apr 18, 2022
300
$9.83 - $10.41 $2.95K - $3.12K
RGS
Regis Corp

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
750
$1.35 - $2.24 $1.01K - $1.68K
BDC
Belden Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
22
$53.34 - $64.9 $1.17K - $1.43K
SWTX
Spring Works Therapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
25
$48.97 - $65.46 $1.22K - $1.64K
AEIS
Advanced Energy Industries Inc

Industrials
Q1 2022 Filed on Apr 18, 2022
16
$78.42 - $93.73 $1.25K - $1.5K
VREX
Varex Imaging Corp

Healthcare
Q1 2022 Filed on Apr 18, 2022
96
$21.29 - $31.91 $2.04K - $3.06K
CTR
Clear Bridge Mlp & Midstream Total Return Fund Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
100
$24.55 - $29.31 $2.46K - $2.93K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
Q1 2022 Filed on Apr 18, 2022
187
$6.17 - $9.83 $1.15K - $1.84K
IAE
Voya Asia Pacific High Dividend Equity Income Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
142
$7.28 - $8.45 $1.03K - $1.2K
BKU
Bank United, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
28
$39.98 - $46.37 $1.12K - $1.3K
NARI
Inari Medical, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
12
$64.92 - $99.47 $779 - $1.19K
IBCP
Independent Bank Corp

Financial Services
Q1 2022 Filed on Apr 18, 2022
52
$22.0 - $25.83 $1.14K - $1.34K
FHB
First Hawaiian, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
41
$27.08 - $30.95 $1.11K - $1.27K
ISRA
Vaneck ETF Tr Israel ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
26
$41.9 - $49.15 $1.09K - $1.28K
EH
E Hang Holdings LTD

Industrials
Q1 2022 Filed on Apr 18, 2022
4,139
$8.23 - $17.98 $34.1K - $74.4K
AEI
Alset E Home International Inc.

Real Estate
Q1 2022 Filed on Apr 18, 2022
5,000
$0.28 - $0.66 $1.4K - $3.3K
MYRG
Myr Group Inc.

Industrials
Q1 2022 Filed on Apr 18, 2022
284
$85.91 - $110.25 $24.4K - $31.3K
Yandex N V
Q1 2022 Filed on Apr 18, 2022
197
N/A
DK
Delek Us Holdings, Inc.

Energy
Q1 2022 Filed on Apr 18, 2022
91
$15.52 - $22.26 $1.41K - $2.03K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
39
$37.7 - $46.78 $1.47K - $1.82K
IRBT
Irobot Corp

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
17
$54.05 - $72.91 $919 - $1.24K
AINV
Apollo Investment Corp

Financial Services
Q1 2022 Filed on Apr 18, 2022
133
$12.78 - $13.69 $1.7K - $1.82K
TRN
Trinity Industries Inc

Industrials
Q1 2022 Filed on Apr 18, 2022
61
$27.57 - $35.32 $1.68K - $2.15K
VOC
Voc Energy Trust

Energy
Q1 2022 Filed on Apr 18, 2022
500
$4.8 - $8.0 $2.4K - $4K
BDRY
ETF Managers Group Commodity Trust I

ETFs
Q1 2022 Filed on Apr 18, 2022
100
$19.64 - $29.22 $1.96K - $2.92K
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