Spire Wealth Management Closed Holding Positions

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
World Gold Tr
Q1 2022 Filed on Apr 18, 2022
2,028
N/A
BKE
Buckle Inc

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
3,886
$33.04 - $41.64 $128K - $162K
First Midwest Bancorp Del
Q1 2022 Filed on Apr 18, 2022
160
N/A
WTER
Alkaline Water CO Inc

Consumer Defensive
Q1 2022 Filed on Apr 18, 2022
1,000
$0.76 - $1.23 $760 - $1.23K
MRTX
Mirati Therapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
7
$75.82 - $150.97 $531 - $1.06K
YEXT
Yext, Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
1,668
$5.37 - $10.0 $8.96K - $16.7K
MYRG
Myr Group Inc.

Industrials
Q1 2022 Filed on Apr 18, 2022
284
$85.91 - $110.25 $24.4K - $31.3K
EXP
Eagle Materials Inc

Basic Materials
Q1 2022 Filed on Apr 18, 2022
214
$125.5 - $166.96 $26.9K - $35.7K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
250
$26.72 - $34.79 $6.68K - $8.7K
DK
Delek Us Holdings, Inc.

Energy
Q1 2022 Filed on Apr 18, 2022
91
$15.52 - $22.26 $1.41K - $2.03K
Yandex N V
Q1 2022 Filed on Apr 18, 2022
197
N/A
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
ISRA
Vaneck ETF Tr Israel ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
26
$41.9 - $49.15 $1.09K - $1.28K
VERU
Veru Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
300
$4.55 - $6.41 $1.37K - $1.92K
EH
E Hang Holdings LTD

Industrials
Q1 2022 Filed on Apr 18, 2022
4,139
$8.23 - $17.98 $34.1K - $74.4K
WRAP
Wrap Technologies, Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
176,107
$1.73 - $4.34 $305K - $764K
DCOM
Dime Community Bancshares, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
3,942
$32.52 - $38.12 $128K - $150K
LDSF
First Tr ETF Viii Low Duration

ETFs
Q1 2022 Filed on Apr 18, 2022
3,000
$19.4 - $19.97 $58.2K - $59.9K
VC
Visteon Corp

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
268
$94.23 - $127.66 $25.3K - $34.2K
IPO
Renaissance Cap Greenwich Fds

ETFs
Q1 2022 Filed on Apr 18, 2022
1,061
$36.01 - $57.1 $38.2K - $60.6K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
1,725
$28.03 - $32.06 $48.4K - $55.3K
OPK
Opko Health, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
23,727
$2.87 - $4.93 $68.1K - $117K
NM
Navios Maritime Holdings Inc.

Industrials
Q1 2022 Filed on Apr 18, 2022
2,000
$2.87 - $4.21 $5.74K - $8.42K
Colfax Corp
Q1 2022 Filed on Apr 18, 2022
6,451
N/A
Houghton Mifflin Harcourt CO
Q1 2022 Filed on Apr 18, 2022
148
N/A
Ihs Markit LTD
Q1 2022 Filed on Apr 18, 2022
519
N/A
BGCP
Bgc Partners, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
5,974
$4.0 - $4.7 $23.9K - $28.1K
ROLL
Rbc Bearings Inc

Industrials
Q1 2022 Filed on Apr 18, 2022
178
$172.41 - $211.98 $30.7K - $37.7K
BNY
Blackrock New York Municipal Income Trust

Financial Services
Q1 2022 Filed on Apr 18, 2022
17,856
$11.98 - $14.89 $214K - $266K
Monmouth Real Estate Invt CO
Q1 2022 Filed on Apr 18, 2022
7,532
N/A
WATT
Energous Corp

Technology
Q1 2022 Filed on Apr 18, 2022
1,000
$1.0 - $1.32 $1K - $1.32K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
4,000
$22.79 - $31.42 $91.2K - $126K
DTIL
Precision Biosciences Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
1,100
$2.96 - $7.76 $3.26K - $8.54K
ONEM
1 Life Healthcare Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
4,450
$7.24 - $18.19 $32.2K - $80.9K
Bhp Group PLC
Q1 2022 Filed on Apr 18, 2022
500
N/A
WLK
Westlake Corp

Basic Materials
Q1 2022 Filed on Apr 18, 2022
328
$96.43 - $127.2 $31.6K - $41.7K
EAT
Brinker International, Inc

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
100
$31.33 - $43.36 $3.13K - $4.34K
RETA
Reata Pharmaceuticals Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
500
$24.12 - $39.6 $12.1K - $19.8K
PNF
Pimco New York Municipal Income Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
267
$9.87 - $12.29 $2.64K - $3.28K
Sterling Bancorp Del
Q1 2022 Filed on Apr 18, 2022
15,575
N/A
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
700
$5.23 - $7.82 $3.66K - $5.47K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
24,708
$12.57 - $14.24 $311K - $352K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
3,000
$10.26 - $12.17 $30.8K - $36.5K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 18, 2022
6,586
$44.64 - $55.71 $294K - $367K
Cypress Environmentl Partnr
Q1 2022 Filed on Apr 18, 2022
33,019
N/A
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