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Spire Wealth Management’s ACI Worldwide ACIW Stock Holding History

Spire Wealth Management’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-281
Closed -$14.8K – 2298
2025
Q3 		$14.8K Buy
281
+13
+5% +$614 ﹤0.01% 1623
2025
Q2 		$12.3K Buy
268
+18
+7% +$885 ﹤0.01% 1651
2025
Q1 		$13.7K Buy
+250
New +$13.3K ﹤0.01% 1736
2023
Q2 		– Sell
-54
Closed -$1.46K – 2382
2023
Q1 		$1.46K Buy
54
+2
+4% +$53 ﹤0.01% 2327
2022
Q4 		$1K Buy
+52
New +$1.12K ﹤0.01% 2132
2022
Q3 		– Sell
-34
Closed -$1K – 2170
2022
Q2 		$1K Buy
+34
New +$914 ﹤0.01% 2446
2022
Q1 		– Sell
-106
Closed -$4K – 2504
2021
Q4 		$4K Buy
+106
New +$3.4K ﹤0.01% 2598
2021
Q2 		– Sell
-106
Closed -$4K – 2564
2021
Q1 		$4K Buy
+106
New +$4.18K ﹤0.01% 2669

Other funds holding ACIW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return