Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBB
Ishares Biotechnology ETF

ETFs
1.7K
+ 65.92%
$131.21 - $148.85 $223K - $253K
4.27K $565K
ITA
Ishares Tr

ETFs
1.86K
+ 9.77%
$144.31 - $157.31 $268K - $292K
20.9K $3.03M
IBUY
Amplify ETF Tr Amplify Online

ETFs
2.87K
+ 1911.33%
$59.83 - $69.71 $172K - $200K
3.02K $195K
BWA
Borgwarner Inc

Consumer Cyclical
5.88K
+ 611.55%
$31.48 - $35.49 $185K - $209K
6.84K $217K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
15K
New
$12.1 - $13.52 $182K - $203K
15K $183K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
344
+ 51.81%
$338.38 - $446.21 $116K - $153K
1.01K $438K
ARGT
Global X Msci Argentina ETF

ETFs
2.1K
+ 525.0%
$66.16 - $88.28 $139K - $185K
2.5K $206K
IOT
Samsara Inc.

Technology
4.94K
+ 58.75%
$42.67 - $56.35 $211K - $278K
13.3K $582K
RSG
Republic Services, Inc.

Industrials
856
+ 15.28%
$198.0 - $218.75 $169K - $187K
6.46K $1.3M
BALL
Ball Corp

Consumer Cyclical
3.2K
+ 21326.67%
$54.84 - $67.94 $175K - $217K
3.21K $176K
SJNK
Spdr Bloomberg Short Term High

ETFs
7.03K
+ 71.3%
$25.09 - $25.69 $176K - $181K
16.9K $426K
TTD
Trade Desk, Inc.

Technology
685
+ 5.92%
$108.7 - $139.51 $74.5K - $95.6K
12.3K $1.44M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.15K
+ 1.85%
$49.03 - $53.35 $56.3K - $61.3K
63.3K $3.25M
AFL
Aflac Inc

Financial Services
1.79K
+ 86.08%
$100.37 - $115.27 $179K - $206K
3.86K $399K
OKTA
Okta, Inc.

Technology
2.09K
+ 696.67%
$71.81 - $86.11 $150K - $180K
2.39K $188K
INOD
Innodata Inc

Technology
4.21K
New
$15.45 - $46.23 $65K - $194K
4.21K $166K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
10.7K
+ 393.34%
$14.82 - $25.48 $159K - $274K
13.5K $228K
IBKR
Interactive Brokers Group, Inc.

Financial Services
426
+ 18.45%
$138.3 - $192.95 $58.9K - $82.2K
2.74K $483K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.49K
+ 5.85%
$174.22 - $187.62 $260K - $280K
27K $4.74M
RUM
Rumble Inc.

Technology
12.2K
New
$5.18 - $16.27 $63.2K - $199K
12.2K $158K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.03K
New
$149.17 - $165.2 $153K - $169K
1.03K $158K
AXP
American Express CO

Financial Services
241
+ 7.26%
$267.35 - $305.57 $64.4K - $73.6K
3.56K $1.06M
ECL
Ecolab Inc.

Basic Materials
1.11K
+ 21.72%
$234.32 - $261.43 $259K - $289K
6.2K $1.45M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
10.5K
+ 53.64%
$13.54 - $14.25 $142K - $149K
30K $419K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
1.78K
New
$83.21 - $88.08 $148K - $156K
1.78K $151K
DEO
Diageo PLC

Consumer Defensive
1.4K
+ 65.42%
$118.0 - $139.88 $165K - $196K
3.55K $450K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
2.2K
+ 370.99%
$57.27 - $71.33 $126K - $157K
2.79K $182K
LOW
Lowes Companies Inc

Consumer Cyclical
2.15K
+ 13.44%
$244.52 - $284.07 $526K - $611K
18.2K $4.48M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.25K
+ 6.82%
$35.45 - $40.33 $186K - $212K
82.2K $2.95M
ACHR
Archer Aviation Inc.

Industrials
12K
+ 266.67%
$2.94 - $11.33 $35.3K - $136K
16.5K $160K
BFK
Blackrock Municipal Income Trust

Financial Services
15K
New
$9.79 - $10.72 $147K - $161K
15K $147K
MPC
Marathon Petroleum Corp

Energy
1.25K
+ 103.57%
$131.65 - $174.84 $164K - $218K
2.46K $342K
FEMB
First Tr ETF Emerging Markets

ETFs
6.3K
+ 111.17%
$25.98 - $28.92 $164K - $182K
12K $310K
BIT
Black Rock Multi Sector Income Trust

Financial Services
10K
New
$14.25 - $15.15 $143K - $152K
10K $146K
LYV
Live Nation Entertainment, Inc.

Communication Services
549
+ 15.0%
$109.06 - $140.54 $59.9K - $77.2K
4.21K $545K
EXEL
Exelixis, Inc.

Healthcare
3K
+ 49.92%
$25.39 - $36.46 $76.2K - $109K
9.01K $300K
OKE
Oneok Inc

Energy
41
+ 0.27%
$92.28 - $117.05 $3.78K - $4.8K
15.1K $1.52M
HYLS
First Tr Tactical High Yield L

ETFs
3.88K
+ 15.4%
$41.29 - $42.03 $160K - $163K
29.1K $1.2M
FTGC
First Trust Global Tactical CO

ETFs
6.05K
New
$23.23 - $24.25 $141K - $147K
6.05K $144K
IXUS
Ishares Tr

ETFs
5.47K
+ 15.96%
$65.95 - $72.56 $361K - $397K
39.7K $2.63M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.31K
+ 5.56%
$57.53 - $60.83 $363K - $384K
120K $6.88M
NDAQ
Nasdaq, Inc.

Financial Services
1.2K
+ 12.22%
$70.87 - $83.05 $85.3K - $99.9K
11K $853K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.01K
+ 12.7%
$111.85 - $120.71 $113K - $122K
8.95K $1.03M
SBUX
Starbucks Corp

Consumer Cyclical
3.67K
+ 11.31%
$87.44 - $102.5 $321K - $376K
36.1K $3.29M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
2.61K
+ 9.29%
$47.66 - $51.97 $124K - $136K
30.7K $1.5M
BMY
Bristol Myers Squibb CO

Healthcare
760
+ 4.32%
$51.92 - $59.94 $39.5K - $45.6K
18.3K $1.04M
MNDY
Monday.Com Ltd.

Technology
530
New
$224.69 - $324.31 $119K - $172K
530 $124K
VXF
Vanguard Extended Market ETF

ETFs
15
+ 0.1%
$179.17 - $207.15 $2.69K - $3.11K
15.1K $2.86M
GLW
Corning Inc

Technology
2.01K
+ 17.84%
$44.11 - $49.76 $88.8K - $100K
13.3K $632K
Activity Summary
Buys All Purchases 1220 New Holdings 400 Increased Positions 820 Sells All Sells 599 Reductions 599 Sold out 0 Options Calls 0 Puts 0
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