SWM
BBDC icon

Spire Wealth Management’s Barings BDC BBDC Stock Holding History

Spire Wealth Management’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,248
Closed -$18.5K – 2242
2026
Q1 		$18.5K Sell
2,248
-1,400
-38% -$12.3K ﹤0.01% 1450
2025
Q4 		$33.5K Sell
3,648
-5,329
-59% -$47.2K ﹤0.01% 1306
2025
Q3 		$78.6K Sell
8,977
-2,347
-21% -$22.1K ﹤0.01% 1081
2025
Q2 		$104K Sell
11,324
-330
-3% -$2.93K ﹤0.01% 957
2025
Q1 		$111K Hold
11,654
– – ﹤0.01% 997
2024
Q4 		$112K Buy
11,654
+310
+3% +$3.03K ﹤0.01% 995
2024
Q3 		$111K Hold
11,344
– – ﹤0.01% 883
2024
Q2 		$110K Sell
11,344
-320
-3% -$3.06K ﹤0.01% 869
2024
Q1 		$108K Hold
11,664
– – ﹤0.01% 972
2023
Q4 		$103K Hold
11,664
– – ﹤0.01% 992
2023
Q3 		$104K Sell
11,664
-1,124
-9% -$9.67K ﹤0.01% 941
2023
Q2 		$100K Buy
12,788
+2,533
+25% +$19.4K ﹤0.01% 968
2023
Q1 		$81.4K Buy
10,255
+6,962
+211% +$58.4K ﹤0.01% 1030
2022
Q4 		$27K Buy
3,293
+919
+39% +$7.96K ﹤0.01% 1238
2022
Q3 		$20K Buy
+2,374
New +$22.9K ﹤0.01% 1328
2022
Q2 		– Sell
-11,170
Closed -$115K – 2657
2022
Q1 		$115K Buy
+11,170
New +$120K ﹤0.01% 1114

Other funds holding BBDC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SCM
Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Spire Wealth Management sold out of Barings BDC (BBDC) in Q2 2026, closing a stake of 2,248 shares — an estimated $18.5K sold.

Spire Wealth Management first reported a position in BBDC in Q1 2022 and held it in 16 quarters. The position peaked at $115K in Q1 2022. 14 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Spire Wealth Management reported no remaining Barings BDC position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 2,248 Barings BDC shares in Q2 2026, an estimated $18.5K.
  • Spire Wealth Management first reported a position in Barings BDC in Q1 2022 and held it in 16 quarters.
  • Spire Wealth Management's Barings BDC position peaked at $115K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

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