Spire Wealth Management Sells in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WEX
Wex Inc.

Technology
-121
- 63.02%
$167.45 - $216.67 $20.3K - $26.2K
71 $12K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-279
- 4.86%
$121.89 - $135.52 $34K - $37.8K
5.46K $682K
HFRO
Highland Income Fund\Ma

Financial Services
-4K
- 57.14%
$5.16 - $6.21 $20.6K - $24.8K
3K $15K
IWS
Ishares Russell Midcap Value E

ETFs
-90
- 1.77%
$128.08 - $140.32 $11.5K - $12.6K
4.99K $644K
XT
Ishares Tr Exponential Technol

ETFs
-421
- 30.07%
$58.7 - $62.72 $24.7K - $26.4K
979 $58K
ATKR
Atkore Inc.

Industrials
-313
- 94.56%
$82.02 - $104.45 $25.7K - $32.7K
18 $1K
KMB
Kimberly Clark Corp

Consumer Defensive
-89
- 7.09%
$130.37 - $146.09 $11.6K - $13K
1.17K $152K
BUG
Global X Fds Cybersecurity ETF

ETFs
-1.78K
- 6.53%
$30.13 - $34.51 $53.5K - $61.3K
25.4K $815K
CTRA
Coterra Energy Inc.

Energy
-1.12K
- 72.13%
$22.71 - $27.63 $25.5K - $31K
434 $11K
INDY
Ishares India 50 ETF

ETFs
-250
- 10.31%
$50.84 - $56.05 $12.7K - $14K
2.18K $110K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-783
- 12.74%
$26.55 - $27.32 $20.8K - $21.4K
5.37K $143K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-297
- 83.9%
$81.34 - $96.75 $24.2K - $28.7K
57 $4K
CCJ
Cameco Corp

Energy
-855
- 15.69%
$48.64 - $61.14 $41.6K - $52.3K
4.6K $236K
XYL
Xylem Inc.

Industrials
-130
- 26.37%
$116.02 - $137.45 $15.1K - $17.9K
363 $42K
PII
Polaris Inc.

Consumer Cyclical
-277
- 79.83%
$56.74 - $83.06 $15.7K - $23K
70 $4K
LUMN
Lumen Technologies, Inc.

Communication Services
-1.59K
- 18.4%
$5.31 - $10.12 $8.43K - $16.1K
7.04K $37K
ENTG
Entegris Inc

Technology
-9
- 0.53%
$97.67 - $112.92 $879 - $1.02K
1.68K $165K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-434
- 20.7%
$50.73 - $51.08 $22K - $22.2K
1.66K $84K
AVD
American Vanguard Corp

Basic Materials
-4.06K
- 67.62%
$4.35 - $6.43 $17.7K - $26.1K
1.95K $9K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.64K
- 43.97%
$11.42 - $12.5 $18.7K - $20.5K
2.09K $24K
JBGS
Jbg Smith Properties

Real Estate
-780
- 16.5%
$14.91 - $18.71 $11.6K - $14.6K
3.95K $60K
INDA
Ishares Msci India Index Fund

ETFs
-250
- 16.79%
$52.64 - $58.16 $13.2K - $14.5K
1.24K $65K
PFN
Pimco Income Strategy Fund Ii

Financial Services
-2.91K
- 60.4%
$7.33 - $7.72 $21.3K - $22.4K
1.91K $14K
SNY
Sanofi

Healthcare
-42
- 2.11%
$45.89 - $57.31 $1.93K - $2.41K
1.95K $94K
UPRO
Proshares Trust Proshares Ultr

ETFs
-296
- 12.86%
$82.66 - $99.48 $24.5K - $29.4K
2.01K $177K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
-1.26K
- 11.53%
$9.7 - $10.62 $12.2K - $13.3K
9.63K $94K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-561
- 86.84%
$33.39 - $37.66 $18.7K - $21.1K
85 $2K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-199
- 62.97%
$107.32 - $127.74 $21.4K - $25.4K
117 $14K
LESL
Leslie'S, Inc.

Consumer Cyclical
-2.69K
- 17.3%
$2.06 - $3.51 $5.54K - $9.44K
12.9K $28K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-599
- 2.26%
$18.62 - $19.05 $11.2K - $11.4K
25.9K $485K
UBS
Ubs Group Ag

Financial Services
-383
- 2.82%
$29.78 - $33.08 $11.4K - $12.7K
13.2K $399K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-534
- 9.57%
$46.48 - $51.32 $24.8K - $27.4K
5.05K $243K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
-681
- 34.03%
$11.35 - $18.82 $7.73K - $12.8K
1.32K $16K
AA
Alcoa Corp

Basic Materials
-501
- 78.16%
$36.62 - $47.42 $18.3K - $23.8K
140 $5K
MMS
Maximus, Inc.

Industrials
-192
- 72.18%
$69.81 - $92.82 $13.4K - $17.8K
74 $5K
EBAY
Ebay Inc

Consumer Cyclical
-280
- 63.93%
$57.51 - $67.17 $16.1K - $18.8K
158 $9K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-662
- 9.46%
$12.61 - $15.33 $8.35K - $10.1K
6.33K $81K
ONL
Orion Office Reit Inc.

Real Estate
-4.16K
- 43.7%
$3.68 - $4.32 $15.3K - $18K
5.36K $19K
HSBC
Hsbc Holdings PLC

Financial Services
-492
- 37.27%
$43.83 - $49.51 $21.6K - $24.4K
828 $40K
ONEW
One Water Marine Inc.

Consumer Cyclical
-500
- 32.36%
$17.38 - $25.81 $8.69K - $12.9K
1.05K $18K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
-1.87K
- 95.4%
$6.13 - $10.24 $11.4K - $19.1K
90 $0
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-373
- 8.0%
$23.17 - $26.26 $8.64K - $9.79K
4.29K $103K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
-198
- 54.25%
$86.49 - $88.43 $17.1K - $17.5K
167 $14K
JEF
Jefferies Financial Group Inc.

Financial Services
-840
- 29.89%
$61.95 - $81.75 $52K - $68.7K
1.97K $154K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-332
- 2.39%
$40.15 - $42.9 $13.3K - $14.2K
13.6K $547K
POOL
Pool Corp

Industrials
-29
- 15.76%
$339.32 - $390.03 $9.84K - $11.3K
155 $52K
ZION
Zions Bancorporation, National Association

Financial Services
-400
- 70.3%
$45.62 - $61.73 $18.2K - $24.7K
169 $9K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-126
- 43.15%
$125.5 - $148.67 $15.8K - $18.7K
166 $21K
TFC
Truist Financial Corp

Financial Services
-760
- 3.08%
$41.51 - $48.1 $31.5K - $36.6K
23.9K $1.04M
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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