Spire Wealth Management Closed Holding Positions

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MATV
Schweitzer Mauduit International Inc

Basic Materials
Q1 2022 Filed on Apr 18, 2022
34
$27.5 - $31.99 $935 - $1.09K
DM
Desktop Metal, Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
404
$3.51 - $5.26 $1.42K - $2.13K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
Q1 2022 Filed on Apr 18, 2022
20
$66.25 - $83.31 $1.33K - $1.67K
GBT
Global Blood Therapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
135
$25.68 - $35.59 $3.47K - $4.8K
Trinseo S A
Q1 2022 Filed on Apr 18, 2022
50
N/A
YSG
Yatsen Holding LTD

Consumer Defensive
Q1 2022 Filed on Apr 18, 2022
1,583
$0.61 - $2.13 $966 - $3.37K
Bryn Mawr Bk Corp
Q1 2022 Filed on Apr 18, 2022
500
N/A
EAT
Brinker International, Inc

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
100
$31.33 - $43.36 $3.13K - $4.34K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
1,700
$24.46 - $40.92 $41.6K - $69.6K
ROLL
Rbc Bearings Inc

Industrials
Q1 2022 Filed on Apr 18, 2022
178
$172.41 - $211.98 $30.7K - $37.7K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
Q1 2022 Filed on Apr 18, 2022
13,402
$14.17 - $15.88 $190K - $213K
WATT
Energous Corp

Technology
Q1 2022 Filed on Apr 18, 2022
1,000
$1.0 - $1.32 $1K - $1.32K
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
600
$58.36 - $91.33 $35K - $54.8K
VYNE
Vyne Therapeutics Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
1,957
$0.5 - $1.15 $979 - $2.25K
Exicure Inc
Q1 2022 Filed on Apr 18, 2022
40,500
N/A
CUEN
Cuentas Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
71,220
$0.89 - $1.75 $63.4K - $125K
BKTI
Bk Technologies Corp

Technology
Q1 2022 Filed on Apr 18, 2022
9,500
$2.29 - $2.98 $21.8K - $28.3K
Phillips 66 Partners LP
Q1 2022 Filed on Apr 18, 2022
3,207
N/A
WYY
Widepoint Corp

Technology
Q1 2022 Filed on Apr 18, 2022
4,200
$3.59 - $4.7 $15.1K - $19.7K
FYLD
Cambria Foreign Shareholder Yi

ETFs
Q1 2022 Filed on Apr 18, 2022
10,467
$25.74 - $28.86 $269K - $302K
BGCP
Bgc Partners, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
5,974
$4.0 - $4.7 $23.9K - $28.1K
CRON
Cronos Group Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
6,304
$3.0 - $4.25 $18.9K - $26.8K
Houghton Mifflin Harcourt CO
Q1 2022 Filed on Apr 18, 2022
148
N/A
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
Q1 2022 Filed on Apr 18, 2022
4,600
$30.45 - $35.31 $140K - $162K
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
700
$5.23 - $7.82 $3.66K - $5.47K
Wisdomtree Tr
Q1 2022 Filed on Apr 18, 2022
13,715
N/A
Monmouth Real Estate Invt CO
Q1 2022 Filed on Apr 18, 2022
7,532
N/A
AKTS
Akoustis Technologies, Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
400
$4.84 - $7.01 $1.94K - $2.8K
FAN
First Tr Exchange Traded Fd Ii
Q1 2022 Filed on Apr 18, 2022
1,442
N/A
ONEM
1 Life Healthcare Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
4,450
$7.24 - $18.19 $32.2K - $80.9K
OPK
Opko Health, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
23,727
$2.87 - $4.93 $68.1K - $117K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
1,725
$28.03 - $32.06 $48.4K - $55.3K
VC
Visteon Corp

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
268
$94.23 - $127.66 $25.3K - $34.2K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
4,000
$22.79 - $31.42 $91.2K - $126K
Cypress Environmentl Partnr
Q1 2022 Filed on Apr 18, 2022
33,019
N/A
DCOM
Dime Community Bancshares, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
3,942
$32.52 - $38.12 $128K - $150K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
Q1 2022 Filed on Apr 18, 2022
5,345
$22.88 - $27.28 $122K - $146K
Hollyfrontier Corp
Q1 2022 Filed on Apr 18, 2022
4,712
N/A
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
7,210
$12.2 - $14.62 $88K - $105K
ONCT
Oncternal Therapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
4,501
$1.37 - $2.43 $6.17K - $10.9K
Ihs Markit LTD
Q1 2022 Filed on Apr 18, 2022
519
N/A
Cyrusone Inc
Q1 2022 Filed on Apr 18, 2022
588
N/A
ENLC
En Link Midstream, LLC

Energy
Q1 2022 Filed on Apr 18, 2022
5,906
$6.98 - $9.98 $41.2K - $58.9K
DNL
Wiswisdomtree Tr

ETFs
Q1 2022 Filed on Apr 18, 2022
1,552
$36.81 - $43.65 $57.1K - $67.7K
PAR
Par Technology Corp

Technology
Q1 2022 Filed on Apr 18, 2022
975
$34.0 - $53.15 $33.2K - $51.8K
JRO
Nuveen Floating Rate Income Opportunity Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
6,000
$9.38 - $10.46 $56.3K - $62.8K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
3,546
$15.3 - $16.16 $54.3K - $57.3K
NSL
Nuveen Senior Income Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
10,125
$5.32 - $6.08 $53.9K - $61.6K
GRTS
Gritstone Bio, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
1,850
$4.03 - $12.19 $7.46K - $22.6K
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