Spire Wealth Management’s Adamas Trust ADAM Stock Holding History

Spire Wealth Management’s Portfolio ADAM Stock Details ADAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$891	Sell	95 -95	-50%	-$817	﹤0.01%	2151
2026 Q1	$1.4K	Hold	190	–	–	﹤0.01%	2094
2025 Q4	$1.39K	Buy	190 +114	+150%	+$809	﹤0.01%	2153
2025 Q3	$530	Sell	76 -111	-59%	-$772	﹤0.01%	2347
2025 Q2	$1.25K	Hold	187	–	–	﹤0.01%	2245
2025 Q1	$1.21K	Hold	187	–	–	﹤0.01%	2354
2024 Q4	$1.13K	Buy	+187	New	+$1.1K	﹤0.01%	2345
2023 Q1	–	Sell	-250	Closed	-$3K	–	2559
2022 Q4	$3K	Buy	+250	New	+$2.66K	﹤0.01%	1980
2022 Q1	–	Sell	-188	Closed	-$3K	–	2766
2021 Q4	$3K	Buy	+188	New	+$3.08K	﹤0.01%	2706
2021 Q2	–	Sell	-188	Closed	-$3K	–	2850
2021 Q1	$3K	Buy	+188	New	+$3.1K	﹤0.01%	2760

Other funds holding ADAM

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Spire Wealth Management's ADAM Position: Q2 2026 in Review

Spire Wealth Management reduced its Adamas Trust (ADAM) stake by 50% in Q2 2026, selling an estimated $817 and leaving 95 shares worth $891. The position accounts for ﹤0.01% of the portfolio, ranked #2151.

Spire Wealth Management first reported a position in ADAM in Q1 2021 and has held it in 10 quarters since. The position peaked at $3K in Q4 2022. 26 funds tracked by Wall St. Rank hold ADAM as of Q2 2026.

Spire Wealth Management held 95 shares of Adamas Trust worth $891 as of Q2 2026.
Spire Wealth Management sold 95 Adamas Trust shares in Q2 2026, an estimated $817.
Adamas Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2151 holding.
Spire Wealth Management first reported a position in Adamas Trust in Q1 2021 and has held it in 10 quarters since.
Spire Wealth Management's Adamas Trust position peaked at $3K in Q4 2022.
26 funds tracked by Wall St. Rank held Adamas Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.