Spire Wealth Management Closed Holding Positions

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GRPN
Groupon, Inc.

Communication Services
Q2 2022 Filed on Jul 22, 2022
914
$11.3 - $20.7 $10.3K - $18.9K
Pennsylvania Real Estate Inv
Q2 2022 Filed on Jul 22, 2022
5,000
N/A
DDM
Proshares Ultra Dow30

ETFs
Q2 2022 Filed on Jul 22, 2022
400
$53.53 - $74.57 $21.4K - $29.8K
FYX
First Tr Small Cap Core Alphad

ETFs
Q2 2022 Filed on Jul 22, 2022
147
$74.54 - $92.21 $11K - $13.6K
Blackrock Munihlds Invstm Ql
Q2 2022 Filed on Jul 22, 2022
10,000
N/A
BILL
Bill.Com Holdings, Inc.

Technology
Q2 2022 Filed on Jul 22, 2022
657
$97.45 - $243.15 $64K - $160K
SAVE
Spirit Airlines, Inc.

Industrials
Q2 2022 Filed on Jul 22, 2022
350
$16.35 - $26.92 $5.72K - $9.42K
NAIL
Direxion Shs ETF Tr Daily Home

ETFs
Q2 2022 Filed on Jul 22, 2022
200
$20.37 - $45.52 $4.07K - $9.1K
FEI
First Trust Mlp & Energy Income Fund

Financial Services
Q2 2022 Filed on Jul 22, 2022
400
$7.35 - $8.71 $2.94K - $3.48K
Nuveen Enhanced Mun Value Fd
Q2 2022 Filed on Jul 22, 2022
8,571
N/A
MCR
Mfs Charter Income Trust

Financial Services
Q2 2022 Filed on Jul 22, 2022
2,300
$6.15 - $7.52 $14.1K - $17.3K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q2 2022 Filed on Jul 22, 2022
3,597
$14.72 - $16.93 $52.9K - $60.9K
SIMS
Spdr S&P Kensho Intelligent St

ETFs
Q2 2022 Filed on Jul 22, 2022
200
$32.01 - $41.75 $6.4K - $8.35K
BMO
Bank Of Montreal

Financial Services
Q2 2022 Filed on Jul 22, 2022
538
$93.85 - $118.29 $50.5K - $63.6K
Evoke Pharma Inc
Q2 2022 Filed on Jul 22, 2022
5,000
N/A
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 22, 2022
656
$20.18 - $23.39 $13.2K - $15.3K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
Q2 2022 Filed on Jul 22, 2022
1,325
$20.37 - $24.96 $27K - $33.1K
CHGG
Chegg, Inc

Consumer Defensive
Q2 2022 Filed on Jul 22, 2022
200
$16.46 - $37.03 $3.29K - $7.41K
Peoples United Financial Inc
Q2 2022 Filed on Jul 22, 2022
3,960
N/A
EGAN
Egain Corp

Technology
Q2 2022 Filed on Jul 22, 2022
120
$8.45 - $11.98 $1.01K - $1.44K
BYOB
Tidal ETF Tr Sofi Be Your Own
Q2 2022 Filed on Jul 22, 2022
1,645
N/A
ATRC
Atri Cure, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
146
$35.1 - $66.01 $5.12K - $9.64K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
Q2 2022 Filed on Jul 22, 2022
509
$34.19 - $39.91 $17.4K - $20.3K
VONE
Vanguard Russell 1000 ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
496
$166.82 - $209.47 $82.7K - $104K
Ortho Clinical Diagnostics H
Q2 2022 Filed on Jul 22, 2022
4,700
N/A
VTVT
V Tv Therapeutics Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
15,200
$0.39 - $0.84 $5.93K - $12.8K
Ishares Inc
Q2 2022 Filed on Jul 22, 2022
3,510
N/A
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
Q2 2022 Filed on Jul 22, 2022
1,200
$8.28 - $9.81 $9.94K - $11.8K
HTEC
Robo Global Healthcare

ETFs
Q2 2022 Filed on Jul 22, 2022
1,163
$26.7 - $37.53 $31.1K - $43.6K
Mimecast LTD
Q2 2022 Filed on Jul 22, 2022
765
N/A
EPP
Ishares Inc

ETFs
Q2 2022 Filed on Jul 22, 2022
146
$40.54 - $50.24 $5.92K - $7.34K
BLUE
Bluebird Bio, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
320
$2.94 - $5.23 $941 - $1.67K
PLBY
Plby Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 22, 2022
11,000
$6.4 - $13.39 $70.4K - $147K
USM
United States Cellular Corp

Communication Services
Q2 2022 Filed on Jul 22, 2022
4,680
$28.13 - $32.42 $132K - $152K
BNL
Broadstone Net Lease, Inc.

Real Estate
Q2 2022 Filed on Jul 22, 2022
15,250
$19.06 - $22.57 $291K - $344K
KOSS
Koss Corp

Technology
Q2 2022 Filed on Jul 22, 2022
1,000
$5.27 - $8.53 $5.27K - $8.53K
SDC
Smile Direct Club, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
6,900
$1.0 - $2.65 $6.9K - $18.3K
NOMD
Nomad Foods LTD

Consumer Defensive
Q2 2022 Filed on Jul 22, 2022
1,099
$17.65 - $23.36 $19.4K - $25.7K
AFLG
First Tr Exchange Traded Fd Vi
Q2 2022 Filed on Jul 22, 2022
5,690
N/A
CUENW
Cuentas Inc Wt Exp 02/02/26
Q2 2022 Filed on Jul 22, 2022
326,629
N/A
ORGO
Organogenesis Holdings Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
24,117
$4.74 - $8.15 $114K - $197K
Zynga Inc
Q2 2022 Filed on Jul 22, 2022
1,826
N/A
Scorpio Tankers Inc
Q2 2022 Filed on Jul 22, 2022
22,000
N/A
ELS
Equity Lifestyle Properties Inc

Real Estate
Q2 2022 Filed on Jul 22, 2022
59
$68.31 - $82.74 $4.03K - $4.88K
Renewable Energy Group Inc
Q2 2022 Filed on Jul 22, 2022
540
N/A
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
Q2 2022 Filed on Jul 22, 2022
49
$23.33 - $24.86 $1.14K - $1.22K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
500
$51.49 - $81.64 $25.7K - $40.8K
INFN
Infinera Corp

Technology
Q2 2022 Filed on Jul 22, 2022
491
$4.72 - $8.93 $2.32K - $4.38K
GXTG
Global X Fds Thematic Growth E

ETFs
Q2 2022 Filed on Jul 22, 2022
166
$28.05 - $38.46 $4.66K - $6.38K
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