SWM
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Spire Wealth Management’s Bunge Global BG Stock Holding History

Spire Wealth Management’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.9K Sell
117
-562
-83% -$65.2K ﹤0.01% 1510
2025
Q4 		$60.5K Sell
679
-2
-0.3% -$184 ﹤0.01% 1126
2025
Q3 		$55.3K Buy
681
+116
+21% +$9.3K ﹤0.01% 1199
2025
Q2 		$45.4K Buy
565
+9
+2% +$708 ﹤0.01% 1235
2025
Q1 		$42.5K Buy
556
+222
+66% +$16.6K ﹤0.01% 1336
2024
Q4 		$26K Buy
+334
New +$29.3K ﹤0.01% 1534
2023
Q4 		– Sell
-372
Closed -$40.3K – 2371
2023
Q3 		$40.3K Sell
372
-144
-28% -$15.8K ﹤0.01% 1240
2023
Q2 		$48.7K Buy
516
+85
+20% +$7.89K ﹤0.01% 1211
2023
Q1 		$41.2K Buy
431
+305
+242% +$29.6K ﹤0.01% 1280
2022
Q4 		$13K Buy
126
+26
+26% +$2.5K ﹤0.01% 1511
2022
Q3 		$8K Sell
100
-180
-64% -$16.8K ﹤0.01% 1617
2022
Q2 		$25K Buy
280
+180
+180% +$20K ﹤0.01% 1571
2022
Q1 		$22K Sell
100
-166
-62% -$17K ﹤0.01% 1764
2021
Q4 		$25K Sell
266
-108
-29% -$9.64K ﹤0.01% 2031
2021
Q3 		$30K Hold
374
– – ﹤0.01% 1681
2021
Q2 		$29K Sell
374
-1,538
-80% -$130K ﹤0.01% 1713
2021
Q1 		$152K Buy
+1,912
New +$142K ﹤0.01% 1184

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BlackRock
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCIM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return