Spire Wealth Management’s Federal Agricultural Mortgage AGM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4	Closed	-$750	–	2379
2025 Q1	$750	Hold	4	–	–	﹤0.01%	2426
2024 Q4	$788	Hold	4	–	–	﹤0.01%	2401
2024 Q3	$750	Hold	4	–	–	﹤0.01%	2123
2024 Q2	$723	Sell	4 -3	-43%	-$542	﹤0.01%	2160
2024 Q1	$1.38K	Hold	7	–	–	﹤0.01%	2155
2023 Q4	$1.3K	Buy	7 +2	+40%	+$325	﹤0.01%	2221
2023 Q3	$772	Buy	+5	New	+$809	﹤0.01%	2296
2022 Q1	–	Sell	-9	Closed	-$1K	–	2510
2021 Q4	$1K	Buy	+9	New	+$1.11K	﹤0.01%	2842

Other funds holding AGM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Spire Wealth Management's AGM Position: Q2 2025 in Review

Spire Wealth Management sold out of Federal Agricultural Mortgage (AGM) in Q2 2025, closing a stake of 4 shares — an estimated $750 sold.

Spire Wealth Management first reported a position in AGM in Q4 2021 and held it in 8 quarters. The position peaked at $1.38K in Q1 2024. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2025.

Spire Wealth Management reported no remaining Federal Agricultural Mortgage position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 4 Federal Agricultural Mortgage shares in Q2 2025, an estimated $750.
Spire Wealth Management first reported a position in Federal Agricultural Mortgage in Q4 2021 and held it in 8 quarters.
Spire Wealth Management's Federal Agricultural Mortgage position peaked at $1.38K in Q1 2024.
255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.