Spire Wealth Management Closed Holding Positions

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AKTS
Akoustis Technologies, Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
400
$4.84 - $7.01 $1.94K - $2.8K
GMDA
Gamida Cell Ltd.

Healthcare
Q1 2022 Filed on Apr 18, 2022
55,125
$2.22 - $4.47 $122K - $246K
FAN
First Tr Exchange Traded Fd Ii
Q1 2022 Filed on Apr 18, 2022
1,442
N/A
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
600
$58.36 - $91.33 $35K - $54.8K
FIZZ
National Beverage Corp

Consumer Defensive
Q1 2022 Filed on Apr 18, 2022
423
$39.0 - $47.11 $16.5K - $19.9K
Cyrusone Inc
Q1 2022 Filed on Apr 18, 2022
588
N/A
JRO
Nuveen Floating Rate Income Opportunity Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
6,000
$9.38 - $10.46 $56.3K - $62.8K
NSL
Nuveen Senior Income Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
10,125
$5.32 - $6.08 $53.9K - $61.6K
GRTS
Gritstone Bio, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
1,850
$4.03 - $12.19 $7.46K - $22.6K
YELL
Yellow Corp

Industrials
Q1 2022 Filed on Apr 18, 2022
5,500
$7.01 - $12.74 $38.6K - $70.1K
JSD
Nuveen Short Duration Credit Opportunities Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
3,976
$13.48 - $15.37 $53.6K - $61.1K
Therapeuticsmd Inc
Q1 2022 Filed on Apr 18, 2022
70,000
N/A
ONCT
Oncternal Therapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
4,501
$1.37 - $2.43 $6.17K - $10.9K
Santander Consumer Usa Hldgs
Q1 2022 Filed on Apr 18, 2022
1,055
N/A
VUZI
Vuzix Corp

Technology
Q1 2022 Filed on Apr 18, 2022
120
$5.0 - $9.47 $600 - $1.14K
LSST
Natixis ETF Tr Loomis Sayles S

ETFs
Q1 2022 Filed on Apr 18, 2022
43,289
$24.2 - $24.88 $1.05M - $1.08M
Ncino Inc
Q1 2022 Filed on Apr 18, 2022
822
N/A
CNK
Cinemark Holdings, Inc.

Communication Services
Q1 2022 Filed on Apr 18, 2022
100
$14.26 - $18.35 $1.43K - $1.84K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
3,546
$15.3 - $16.16 $54.3K - $57.3K
Xilinx Inc
Q1 2022 Filed on Apr 18, 2022
1,350
N/A
PAR
Par Technology Corp

Technology
Q1 2022 Filed on Apr 18, 2022
975
$34.0 - $53.15 $33.2K - $51.8K
DNL
Wiswisdomtree Tr

ETFs
Q1 2022 Filed on Apr 18, 2022
1,552
$36.81 - $43.65 $57.1K - $67.7K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
Q1 2022 Filed on Apr 18, 2022
4,800
$12.87 - $15.15 $61.8K - $72.7K
Exicure Inc
Q1 2022 Filed on Apr 18, 2022
40,500
N/A
ENLC
En Link Midstream, LLC

Energy
Q1 2022 Filed on Apr 18, 2022
5,906
$6.98 - $9.98 $41.2K - $58.9K
Spx Corp
Q1 2022 Filed on Apr 18, 2022
678
N/A
Wisdomtree Tr
Q1 2022 Filed on Apr 18, 2022
13,715
N/A
BKTI
Bk Technologies Corp

Technology
Q1 2022 Filed on Apr 18, 2022
9,500
$2.29 - $2.98 $21.8K - $28.3K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
1,700
$24.46 - $40.92 $41.6K - $69.6K
WYY
Widepoint Corp

Technology
Q1 2022 Filed on Apr 18, 2022
4,200
$3.59 - $4.7 $15.1K - $19.7K
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
Q1 2022 Filed on Apr 18, 2022
4,600
$30.45 - $35.31 $140K - $162K
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on Apr 18, 2022
2,776
$52.95 - $56.95 $147K - $158K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q1 2022 Filed on Apr 18, 2022
1,375
$84.79 - $102.13 $117K - $140K
SURF
Surface Oncology, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
11,000
$2.65 - $5.08 $29.2K - $55.9K
Spx Flow Inc
Q1 2022 Filed on Apr 18, 2022
678
N/A
Federal Rlty Invt Tr
Q1 2022 Filed on Apr 18, 2022
2,115
N/A
CRMT
Americas Carmart Inc

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
1,696
$80.56 - $107.58 $137K - $182K
PCQ
Pimco California Municipal Income Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
1,322
$15.02 - $18.86 $19.9K - $24.9K
EXD
Eaton Vance Tax Managed Buy Write Strategy Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
725
$10.75 - $12.72 $7.79K - $9.22K
Hollyfrontier Corp
Q1 2022 Filed on Apr 18, 2022
4,712
N/A
DCO
Ducommun Inc

Industrials
Q1 2022 Filed on Apr 18, 2022
1,625
$42.03 - $54.0 $68.3K - $87.8K
Apollo Global Mgmt Inc
Q1 2022 Filed on Apr 18, 2022
84,048
N/A
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
Q1 2022 Filed on Apr 18, 2022
5,345
$22.88 - $27.28 $122K - $146K
PID
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 18, 2022
144
$18.28 - $19.75 $2.63K - $2.84K
Phillips 66 Partners LP
Q1 2022 Filed on Apr 18, 2022
3,207
N/A
Investors Bancorp Inc New
Q1 2022 Filed on Apr 18, 2022
37,001
N/A
VIVO
Meridian Bioscience Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
2,284
$19.97 - $26.94 $45.6K - $61.5K
Bryn Mawr Bk Corp
Q1 2022 Filed on Apr 18, 2022
500
N/A
WDFC
Wd 40 CO

Basic Materials
Q1 2022 Filed on Apr 18, 2022
58
$183.23 - $254.76 $10.6K - $14.8K
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