Spire Wealth Management Banks—Regional

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29B
$370,000 0.01% of portfolio
9,017
Q2 2025 Reduced 2.04%
$58.4B
$361,000 0.01% of portfolio
8,402
Q2 2025 Reduced 42.68%
$69.6B
$352,000 0.01% of portfolio
51,946
Q2 2025 Added 0.69%
$137B
$293,000 0.01% of portfolio
3,826
Q2 2025 Reduced 4.09%
$77.3B
$232,000 0.01% of portfolio
1,249
Q2 2025 Reduced 61.65%
$159M
$124,000 0.0% of portfolio
6,562
Q3 2021 Added 2,003.21%
$23.8B
$117,000 0.0% of portfolio
7,015
Q2 2025 Added 20.02%
$68B
$93,000 0.0% of portfolio
2,057
Q2 2025 Reduced 4.06%
$6.13B
$80,000 0.0% of portfolio
1,139
Q2 2025 Reduced 2.73%
$11.8B
$79,000 0.0% of portfolio
3,758
Q2 2025 Reduced 5.29%
$2.5B
$78,000 0.0% of portfolio
2,519
Q2 2025 New
$8.01B
$69,000 0.0% of portfolio
543
Q2 2024 Reduced 1.09%
$7.01B
$52,000 0.0% of portfolio
472
Q2 2025 Reduced 4.07%
$6.28B
$50,000 0.0% of portfolio
2,383
Q2 2025 Reduced 6.66%
$448M
$45,000 0.0% of portfolio
1,545
Q2 2025 Reduced 3.13%
$7.19B
$43,000 0.0% of portfolio
469
Q2 2025 Reduced 6.94%
$837M
$40,000 0.0% of portfolio
1,340
Q2 2025 Reduced 0.74%
$16.7B
$34,000 0.0% of portfolio
2,006
Q2 2025 Reduced 9.6%
$23.9B
$32,000 0.0% of portfolio
736
Q2 2025 Added 8.08%
$485M
$23,000 0.0% of portfolio
821
Q2 2025 New
$10.2B
$18,000 0.0% of portfolio
339
Q3 2024 Reduced 43.87%
$113B
$16,000 0.0% of portfolio
500
Q1 2023 Reduced 50.0%
$8.91B
$16,000 0.0% of portfolio
277
Q2 2025 Reduced 0.72%
$23.7B
$13,000 0.0% of portfolio
591
Q2 2025 Reduced 46.56%
$37.6B
$11,000 0.0% of portfolio
2,046
Q2 2024 Added 869.67%
$3.65B
$11,000 0.0% of portfolio
855
Q2 2025 Added 2.15%
$1.84B
$8,000 0.0% of portfolio
203
Q2 2025 Added 0.5%
$4.99B
$7,000 0.0% of portfolio
211
Q2 2025 Added 0.48%
$7.95B
$6,000 0.0% of portfolio
119
Q2 2025 Reduced 27.88%
$28.2B
$5,000 0.0% of portfolio
3
Q2 2025 Reduced 40.0%
$32.2B
$4,000 0.0% of portfolio
59
Q2 2025 New
$2.13B
$4,000 0.0% of portfolio
75
Q1 2023 New
$7.11B
$4,000 0.0% of portfolio
80
Q2 2025 Reduced 5.88%
$4.59B
$3,000 0.0% of portfolio
100
Q1 2025 New
$76.4B
$3,000 0.0% of portfolio
800
Q1 2025 Reduced 6.98%
$202M
$3,000 0.0% of portfolio
91
Q2 2025 Added 1.11%
$4.43B
$3,000 0.0% of portfolio
40
Q3 2023 Reduced 96.64%
$2.22B
$2,000 0.0% of portfolio
43
Q2 2024 Added 53.57%
$763M
$2,000 0.0% of portfolio
88
Q2 2024 Added 41.94%
$5.53B
$2,000 0.0% of portfolio
20
Q1 2025 New
$81.5B
$1,000 0.0% of portfolio
355
Q2 2025 Reduced 93.49%
$1.53B
$1,000 0.0% of portfolio
150
Q2 2025 Added 15.38%
$1.99B
$1,000 0.0% of portfolio
76
Q2 2025 Reduced 8.43%
$1.57B
$1,000 0.0% of portfolio
107
Q2 2024 Added 148.84%
$3.09B
$1,000 0.0% of portfolio
87
Q2 2024 Added 12.99%
$824M
$1,000 0.0% of portfolio
58
Q2 2025 Reduced 18.31%
$4.41B
$1,000 0.0% of portfolio
19
Q4 2023 New
$5.17B
$1,000 0.0% of portfolio
20
Q2 2025 Reduced 96.01%
$1.02B
$1,000 0.0% of portfolio
62
Q2 2025 New
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