SWM
APA icon

Spire Wealth Management’s APA Corp APA Stock Holding History

Spire Wealth Management’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.7K Sell
543
-14,859
-96% -$558K ﹤0.01% 1477
2026
Q1 		$654K Buy
15,402
+14,835
+2,616% +$449K 0.02% 476
2025
Q4 		$13.9K Sell
567
-954
-63% -$23.1K ﹤0.01% 1613
2025
Q3 		$36.9K Buy
1,521
+977
+180% +$20.6K ﹤0.01% 1329
2025
Q2 		$9.96K Sell
544
-11,747
-96% -$204K ﹤0.01% 1723
2025
Q1 		$258K Buy
12,291
+11,942
+3,422% +$262K 0.01% 763
2024
Q4 		$8.06K Buy
349
+118
+51% +$2.76K ﹤0.01% 1900
2024
Q3 		$5.65K Sell
231
-322
-58% -$9.04K ﹤0.01% 1791
2024
Q2 		$16.3K Buy
553
+63
+13% +$1.95K ﹤0.01% 1511
2024
Q1 		$16.8K Buy
490
+167
+52% +$5.29K ﹤0.01% 1566
2023
Q4 		$9.81K Sell
323
-201
-38% -$7.59K ﹤0.01% 1763
2023
Q3 		$21.5K Buy
524
+11
+2% +$453 ﹤0.01% 1475
2023
Q2 		$17.5K Sell
513
-801
-61% -$28K ﹤0.01% 1639
2023
Q1 		$47.4K Sell
1,314
-796
-38% -$31.9K ﹤0.01% 1226
2022
Q4 		$98K Buy
2,110
+1
+0% +$45 0.01% 745
2022
Q3 		$72K Sell
2,109
-1,765
-46% -$63.1K ﹤0.01% 814
2022
Q2 		$135K Buy
3,874
+100
+3% +$4.25K 0.01% 913
2022
Q1 		$156K Buy
3,774
+583
+18% +$20.3K ﹤0.01% 991
2021
Q4 		$86K Buy
3,191
+2,417
+312% +$64.2K ﹤0.01% 1467
2021
Q3 		$17K Hold
774
– – ﹤0.01% 1917
2021
Q2 		$17K Sell
774
-1,207
-61% -$24.8K ﹤0.01% 1930
2021
Q1 		$37K Buy
+1,981
New +$36.2K ﹤0.01% 1870

Other funds holding APA

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return