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Essential Partners’s Spire Global SPIR Stock Holding History

Essential Partners’s Portfolio SPIR Stock Details SPIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$201 Sell
18
-103
-85% -$1.34K ﹤0.01% 2593
2026
Q2 		$2.25K Sell
121
-995
-89% -$18.5K ﹤0.01% 1923
2026
Q1 		$14K Buy
1,116
+1,102
+7,871% +$11.8K ﹤0.01% 1076
2025
Q4 		$105 Buy
14
+9
+180% +$88 ﹤0.01% 2545
2025
Q3 		$55 Hold
5
– – ﹤0.01% 2559
2025
Q2 		$60 Buy
+5
New +$50 ﹤0.01% 2132

Other funds holding SPIR

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Essential Partners's SPIR Position: Q3 2026 in Review

Essential Partners reduced its Spire Global (SPIR) stake by 85% in Q3 2026, selling an estimated $1.34K and leaving 18 shares worth $201. The position accounts for ﹤0.01% of the portfolio, ranked #2593.

Essential Partners first reported a position in SPIR in Q2 2025 and has held it in 6 quarters since. The position peaked at $14K in Q1 2026. 12 funds tracked by Wall St. Rank hold SPIR as of Q3 2026.

  • Essential Partners held 18 shares of Spire Global worth $201 as of Q3 2026.
  • Essential Partners sold 103 Spire Global shares in Q3 2026, an estimated $1.34K.
  • Spire Global made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2593 holding.
  • Essential Partners first reported a position in Spire Global in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Spire Global position peaked at $14K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Spire Global as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.