Spire Wealth Management Closed Holding Positions

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
VUZI
Vuzix Corp

Technology
Q1 2022 Filed on Apr 18, 2022
120
$5.0 - $9.47 $600 - $1.14K
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
2,586
$6.63 - $11.97 $17.1K - $31K
MNTX
Manitex International, Inc.

Industrials
Q1 2022 Filed on Apr 18, 2022
3,600
$6.01 - $8.06 $21.6K - $29K
CNK
Cinemark Holdings, Inc.

Communication Services
Q1 2022 Filed on Apr 18, 2022
100
$14.26 - $18.35 $1.43K - $1.84K
RPTX
Repare Therapeutics Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
500
$11.38 - $21.88 $5.69K - $10.9K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q1 2022 Filed on Apr 18, 2022
1,375
$84.79 - $102.13 $117K - $140K
CRMT
Americas Carmart Inc

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
1,696
$80.56 - $107.58 $137K - $182K
GURU
Global X Guru Index ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
600
$37.62 - $47.39 $22.6K - $28.4K
Royal Dutch Shell PLC
Q1 2022 Filed on Apr 18, 2022
5,993
N/A
Bhp Group PLC
Q1 2022 Filed on Apr 18, 2022
500
N/A
CALX
Calix, Inc

Technology
Q1 2022 Filed on Apr 18, 2022
400
$40.4 - $77.7 $16.2K - $31.1K
Medallia Inc
Q4 2021 Filed on Jan 14, 2022
2,400
N/A
KBA
Kraneshares Bosera Msci China

ETFs
Q4 2021 Filed on Jan 14, 2022
116
$42.84 - $48.36 $4.97K - $5.61K
ELVT
Elevate Credit, Inc.

Financial Services
Q4 2021 Filed on Jan 14, 2022
13,000
$2.85 - $4.17 $37.1K - $54.2K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Jan 14, 2022
526
N/A
DRH
Diamond Rock Hospitality CO

Real Estate
Q4 2021 Filed on Jan 14, 2022
268
$8.18 - $10.54 $2.19K - $2.82K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
Q4 2021 Filed on Jan 14, 2022
1,500
$2.65 - $3.64 $3.98K - $5.46K
BSGM
Bio Sig Technologies, Inc.

Healthcare
Q4 2021 Filed on Jan 14, 2022
350
$2.18 - $3.93 $763 - $1.38K
PRO
Pros Holdings, Inc.

Technology
Q4 2021 Filed on Jan 14, 2022
63
$30.0 - $38.8 $1.89K - $2.44K
Capstead Mtg Corp
Q4 2021 Filed on Jan 14, 2022
8,020
N/A
KEMQ
Kraneshares Tr Emerging Mkts C

ETFs
Q4 2021 Filed on Jan 14, 2022
156
$22.9 - $29.36 $3.57K - $4.58K
HSKA
Heska Corp

Healthcare
Q4 2021 Filed on Jan 14, 2022
13
$156.0 - $265.78 $2.03K - $3.46K
MRCC
Monroe Capital Corp

Financial Services
Q4 2021 Filed on Jan 14, 2022
19,000
$10.15 - $11.82 $193K - $225K
ISMD
Northern Lts Fd Tr Iv

ETFs
Q4 2021 Filed on Jan 14, 2022
38
$33.36 - $38.94 $1.27K - $1.48K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Jan 14, 2022
113,292
N/A
Exone CO
Q4 2021 Filed on Jan 14, 2022
100
N/A
Sk Telecom LTD
Q4 2021 Filed on Jan 14, 2022
173
N/A
Vereit Inc
Q4 2021 Filed on Jan 14, 2022
1,355
N/A
Cree Inc
Q4 2021 Filed on Jan 14, 2022
1,020
N/A
GVI
Ishares Tr

ETFs
Q4 2021 Filed on Jan 14, 2022
278
$113.61 - $115.26 $31.6K - $32K
Osi ETF Tr
Q4 2021 Filed on Jan 14, 2022
450
N/A
GLOP
Gas Log Partners LP

Energy
Q4 2021 Filed on Jan 14, 2022
1,000
$4.13 - $5.87 $4.13K - $5.87K
Document Sec Sys Inc
Q4 2021 Filed on Jan 14, 2022
30,000
N/A
Phenixfin Corp
Q4 2021 Filed on Jan 14, 2022
130
N/A
IIIN
Insteel Industries Inc

Industrials
Q4 2021 Filed on Jan 14, 2022
200
$36.39 - $46.17 $7.28K - $9.23K
CWBR
Coh Bar, Inc.

Healthcare
Q4 2021 Filed on Jan 14, 2022
2,050
$0.34 - $1.0 $697 - $2.05K
IEZ
Ishares Tr

ETFs
Q4 2021 Filed on Jan 14, 2022
3,086
$12.24 - $15.5 $37.8K - $47.8K
INN
Summit Hotel Properties, Inc.

Real Estate
Q4 2021 Filed on Jan 14, 2022
2,000
$8.53 - $10.54 $17.1K - $21.1K
DCP
Dcp Midstream, LP

Energy
Q4 2021 Filed on Jan 14, 2022
2,768
$24.06 - $33.61 $66.6K - $93K
Coresite Rlty Corp
Q4 2021 Filed on Jan 14, 2022
400
N/A
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Jan 14, 2022
127
N/A
SPPI
Spectrum Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Jan 14, 2022
1,000
$1.27 - $2.42 $1.27K - $2.42K
Cimarex Energy CO
Q4 2021 Filed on Jan 14, 2022
91
N/A
GXG
Global X Msci Colombia

ETFs
Q4 2021 Filed on Jan 14, 2022
2,682
$27.66 - $31.26 $74.2K - $83.8K
Franks Intl N V
Q4 2021 Filed on Jan 14, 2022
21,882
N/A
SPWH
Sportsman'S Warehouse Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 14, 2022
14,939
$10.78 - $17.9 $161K - $267K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
Q4 2021 Filed on Jan 14, 2022
7,375
$14.56 - $15.09 $107K - $111K
Pimco Dynamic Cr Income Fd
Q4 2021 Filed on Jan 14, 2022
3,848
N/A
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