Spire Wealth Management Closed Holding Positions

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
Q1 2022 Filed on Apr 18, 2022
4,800
$12.87 - $15.15 $61.8K - $72.7K
Cyrusone Inc
Q1 2022 Filed on Apr 18, 2022
588
N/A
EVR
Evercore Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
633
$108.18 - $139.71 $68.5K - $88.4K
KEX
Kirby Corp

Industrials
Q1 2022 Filed on Apr 18, 2022
1,505
$59.88 - $74.9 $90.1K - $113K
DCO
Ducommun Inc

Industrials
Q1 2022 Filed on Apr 18, 2022
1,625
$42.03 - $54.0 $68.3K - $87.8K
Ihs Markit LTD
Q1 2022 Filed on Apr 18, 2022
519
N/A
PID
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 18, 2022
144
$18.28 - $19.75 $2.63K - $2.84K
Mogu Inc
Q1 2022 Filed on Apr 18, 2022
16,000
N/A
IPO
Renaissance Cap Greenwich Fds

ETFs
Q1 2022 Filed on Apr 18, 2022
1,061
$36.01 - $57.1 $38.2K - $60.6K
DTIL
Precision Biosciences Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
1,100
$2.96 - $7.76 $3.26K - $8.54K
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
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
VIVO
Meridian Bioscience Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
2,284
$19.97 - $26.94 $45.6K - $61.5K
Pretium Res Inc
Q1 2022 Filed on Apr 18, 2022
8,000
N/A
RETA
Reata Pharmaceuticals Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
500
$24.12 - $39.6 $12.1K - $19.8K
IOSP
Innospec Inc.

Basic Materials
Q1 2022 Filed on Apr 18, 2022
580
$89.67 - $99.68 $52K - $57.8K
ENLC
En Link Midstream, LLC

Energy
Q1 2022 Filed on Apr 18, 2022
5,906
$6.98 - $9.98 $41.2K - $58.9K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
Q1 2022 Filed on Apr 18, 2022
13,402
$14.17 - $15.88 $190K - $213K
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
Ncino Inc
Q1 2022 Filed on Apr 18, 2022
822
N/A
Santander Consumer Usa Hldgs
Q1 2022 Filed on Apr 18, 2022
1,055
N/A
Therapeuticsmd Inc
Q1 2022 Filed on Apr 18, 2022
70,000
N/A
VYNE
Vyne Therapeutics Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
1,957
$0.5 - $1.15 $979 - $2.25K
Phillips 66 Partners LP
Q1 2022 Filed on Apr 18, 2022
3,207
N/A
JSD
Nuveen Short Duration Credit Opportunities Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
3,976
$13.48 - $15.37 $53.6K - $61.1K
GRTS
Gritstone Bio, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
1,850
$4.03 - $12.19 $7.46K - $22.6K
NSL
Nuveen Senior Income Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
10,125
$5.32 - $6.08 $53.9K - $61.6K
FYLD
Cambria Foreign Shareholder Yi

ETFs
Q1 2022 Filed on Apr 18, 2022
10,467
$25.74 - $28.86 $269K - $302K
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
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
PAR
Par Technology Corp

Technology
Q1 2022 Filed on Apr 18, 2022
975
$34.0 - $53.15 $33.2K - $51.8K
DNL
Wiswisdomtree Tr

ETFs
Q1 2022 Filed on Apr 18, 2022
1,552
$36.81 - $43.65 $57.1K - $67.7K
Hollyfrontier Corp
Q1 2022 Filed on Apr 18, 2022
4,712
N/A
Nuance Communications Inc
Q1 2022 Filed on Apr 18, 2022
1,201
N/A
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 18, 2022
6,586
$44.64 - $55.71 $294K - $367K
EXD
Eaton Vance Tax Managed Buy Write Strategy Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
725
$10.75 - $12.72 $7.79K - $9.22K
BNY
Blackrock New York Municipal Income Trust

Financial Services
Q1 2022 Filed on Apr 18, 2022
17,856
$11.98 - $14.89 $214K - $266K
ACRE
Ares Commercial Real Estate Corp

Real Estate
Q1 2022 Filed on Apr 18, 2022
47,316
$13.89 - $15.73 $657K - $744K
GURU
Global X Guru Index ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
600
$37.62 - $47.39 $22.6K - $28.4K
FIZZ
National Beverage Corp

Consumer Defensive
Q1 2022 Filed on Apr 18, 2022
423
$39.0 - $47.11 $16.5K - $19.9K
NM
Navios Maritime Holdings Inc.

Industrials
Q1 2022 Filed on Apr 18, 2022
2,000
$2.87 - $4.21 $5.74K - $8.42K
CALX
Calix, Inc

Technology
Q1 2022 Filed on Apr 18, 2022
400
$40.4 - $77.7 $16.2K - $31.1K
MNTX
Manitex International, Inc.

Industrials
Q1 2022 Filed on Apr 18, 2022
3,600
$6.01 - $8.06 $21.6K - $29K
Royal Dutch Shell PLC
Q1 2022 Filed on Apr 18, 2022
5,993
N/A
Colfax Corp
Q1 2022 Filed on Apr 18, 2022
6,451
N/A
Investors Bancorp Inc New
Q1 2022 Filed on Apr 18, 2022
37,001
N/A
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
Q1 2022 Filed on Apr 18, 2022
12,960
$23.58 - $27.96 $306K - $362K
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
Sterling Bancorp Del
Q1 2022 Filed on Apr 18, 2022
15,575
N/A
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