SWM
BGB

Spire Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Spire Wealth Management’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.3K Hold
2,500
– – ﹤0.01% 1334
2026
Q1 		$27.9K Hold
2,500
– – ﹤0.01% 1325
2025
Q4 		$29.4K Hold
2,500
– – ﹤0.01% 1340
2025
Q3 		$30.4K Hold
2,500
– – ﹤0.01% 1387
2025
Q2 		$30.3K Hold
2,500
– – ﹤0.01% 1378
2025
Q1 		$30.2K Sell
2,500
-3,000
-55% -$36.9K ﹤0.01% 1470
2024
Q4 		$67.3K Buy
+5,500
New +$68.2K ﹤0.01% 1171
2022
Q2 		– Sell
-25,220
Closed -$329K – 2661
2022
Q1 		$329K Sell
25,220
-1,932
-7% -$25.5K 0.01% 699
2021
Q4 		$366K Buy
27,152
+1,037
+4% +$14.3K 0.01% 816
2021
Q3 		$362K Hold
26,115
– – 0.01% 698
2021
Q2 		$364K Sell
26,115
-2,037
-7% -$27.6K 0.01% 710
2021
Q1 		$375K Buy
+28,152
New +$369K 0.01% 766

Other funds holding BGB

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

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

Spire Wealth Management held its Blackstone Strategic Credit 2027 Term Fund (BGB) position steady in Q2 2026 at 2,500 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Spire Wealth Management first reported a position in BGB in Q1 2021 and has held it in 12 quarters since. The position peaked at $375K in Q1 2021. 12 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Spire Wealth Management held 2,500 shares of Blackstone Strategic Credit 2027 Term Fund worth $28.3K as of Q2 2026.
  • Spire Wealth Management left its Blackstone Strategic Credit 2027 Term Fund share count unchanged in Q2 2026.
  • Blackstone Strategic Credit 2027 Term Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1334 holding.
  • Spire Wealth Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q1 2021 and has held it in 12 quarters since.
  • Spire Wealth Management's Blackstone Strategic Credit 2027 Term Fund position peaked at $375K in Q1 2021.
  • 12 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

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