Spire Wealth Management’s BGC Group BGC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.5K	Buy	1,544 +3	+0.2%	+$34	﹤0.01%	1497
2026 Q1	$15.1K	Sell	1,541 -1,877	-55%	-$17.4K	﹤0.01%	1504
2025 Q4	$30.5K	Sell	3,418 -5,867	-63%	-$52.8K	﹤0.01%	1334
2025 Q3	$87.8K	Buy	9,285 +3	+0%	+$30	﹤0.01%	1036
2025 Q2	$95K	Sell	9,282 -437	-4%	-$4.01K	﹤0.01%	987
2025 Q1	$89.1K	Buy	9,719 +1,194	+14%	+$11.2K	﹤0.01%	1075
2024 Q4	$77.2K	Buy	+8,525	New	+$82.1K	﹤0.01%	1133
2022 Q1	–	Sell	-5,974	Closed	-$28K	–	2542
2021 Q4	$28K	Buy	+5,974	New	+$29.8K	﹤0.01%	1979
2021 Q2	–	Sell	-7,528	Closed	-$34K	–	2613
2021 Q1	$34K	Buy	+7,528	New	+$32K	﹤0.01%	1913

Other funds holding BGC

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

MHIP

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Spire Wealth Management increased its BGC Group (BGC) stake by 0.19% in Q2 2026, buying an estimated $34 and bringing the position to 1,544 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Spire Wealth Management first reported a position in BGC in Q1 2021 and has held it in 9 quarters since. The position peaked at $95K in Q2 2025. 46 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

Spire Wealth Management held 1,544 shares of BGC Group worth $16.5K as of Q2 2026.
Spire Wealth Management bought 3 BGC Group shares in Q2 2026, an estimated $34.
BGC Group made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1497 holding.
Spire Wealth Management first reported a position in BGC Group in Q1 2021 and has held it in 9 quarters since.
Spire Wealth Management's BGC Group position peaked at $95K in Q2 2025.
46 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

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