SWM
BST icon

Spire Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History

Spire Wealth Management’s Portfolio BST Stock Details BST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1K Buy
199
+3
+2% +$134 ﹤0.01% 1649
2026
Q1 		$7.12K Buy
196
+4
+2% +$158 ﹤0.01% 1731
2025
Q4 		$7.79K Buy
192
+9
+5% +$370 ﹤0.01% 1796
2025
Q3 		$7.58K Buy
183
+3
+2% +$118 ﹤0.01% 1855
2025
Q2 		$6.86K Sell
180
-712
-80% -$24.9K ﹤0.01% 1851
2025
Q1 		$29.4K Sell
892
-8
-0.9% -$292 ﹤0.01% 1487
2024
Q4 		$32.9K Sell
900
-29
-3% -$1.06K ﹤0.01% 1443
2024
Q3 		$32.9K Buy
929
+19
+2% +$671 ﹤0.01% 1269
2024
Q2 		$34.3K Buy
910
+19
+2% +$686 ﹤0.01% 1247
2024
Q1 		$32.9K Sell
891
-282
-24% -$10.1K ﹤0.01% 1359
2023
Q4 		$40.6K Sell
1,173
-2,761
-70% -$90.9K ﹤0.01% 1276
2023
Q3 		$124K Sell
3,934
-2,438
-38% -$81.1K ﹤0.01% 875
2023
Q2 		$219K Sell
6,372
-1,526
-19% -$49.5K 0.01% 695
2023
Q1 		$255K Buy
7,898
+80
+1% +$2.54K 0.01% 654
2022
Q4 		$222K Buy
7,818
+128
+2% +$3.9K 0.01% 527
2022
Q3 		$226K Sell
7,690
-534
-6% -$18.5K 0.01% 497
2022
Q2 		$267K Sell
8,224
-222
-3% -$8.24K 0.01% 668
2022
Q1 		$365K Sell
8,446
-2,073
-20% -$91.7K 0.01% 663
2021
Q4 		$526K Buy
10,519
+448
+4% +$23.5K 0.01% 685
2021
Q3 		$525K Buy
10,071
+2,568
+34% +$139K 0.01% 573
2021
Q2 		$447K Buy
7,503
+1,370
+22% +$78K 0.01% 642
2021
Q1 		$328K Buy
+6,133
New +$333K 0.01% 818

Other funds holding BST

PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

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

Spire Wealth Management increased its BlackRock Science and Technology Trust (BST) stake by 1.5% in Q2 2026, buying an estimated $134 and bringing the position to 199 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Spire Wealth Management first reported a position in BST in Q1 2021 and has held it in 22 quarters since. The position peaked at $526K in Q4 2021. 15 funds tracked by Wall St. Rank hold BST as of Q2 2026.

  • Spire Wealth Management held 199 shares of BlackRock Science and Technology Trust worth $10.1K as of Q2 2026.
  • Spire Wealth Management bought 3 BlackRock Science and Technology Trust shares in Q2 2026, an estimated $134.
  • BlackRock Science and Technology Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1649 holding.
  • Spire Wealth Management first reported a position in BlackRock Science and Technology Trust in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's BlackRock Science and Technology Trust position peaked at $526K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

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