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Spire Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Spire Wealth Management’s Portfolio BXMT Stock Details BXMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.7K Hold
100
– – ﹤0.01% 2035
2026
Q1 		$1.92K Sell
100
-60
-38% -$1.16K ﹤0.01% 2051
2025
Q4 		$3.06K Hold
160
– – ﹤0.01% 2009
2025
Q3 		$2.95K Sell
160
-40
-20% -$772 ﹤0.01% 2079
2025
Q2 		$3.85K Hold
200
– – ﹤0.01% 2024
2025
Q1 		$4K Sell
200
-800
-80% -$15.5K ﹤0.01% 2118
2024
Q4 		$17.4K Buy
+1,000
New +$18.5K ﹤0.01% 1661
2022
Q2 		– Sell
-6,500
Closed -$207K – 2672
2022
Q1 		$207K Buy
6,500
+2,614
+67% +$82.1K 0.01% 877
2021
Q4 		$119K Buy
3,886
+2,786
+253% +$88.6K ﹤0.01% 1324
2021
Q3 		$33K Buy
1,100
+1,000
+1,000% +$31.7K ﹤0.01% 1646
2021
Q2 		$3K Sell
100
-2,410
-96% -$77.6K ﹤0.01% 2404
2021
Q1 		$81K Buy
+2,510
New +$73K ﹤0.01% 1486

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Spire Wealth Management held its Blackstone Mortgage Trust (BXMT) position steady in Q2 2026 at 100 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Spire Wealth Management first reported a position in BXMT in Q1 2021 and has held it in 12 quarters since. The position peaked at $207K in Q1 2022. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Spire Wealth Management held 100 shares of Blackstone Mortgage Trust worth $1.7K as of Q2 2026.
  • Spire Wealth Management left its Blackstone Mortgage Trust share count unchanged in Q2 2026.
  • Blackstone Mortgage Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2035 holding.
  • Spire Wealth Management first reported a position in Blackstone Mortgage Trust in Q1 2021 and has held it in 12 quarters since.
  • Spire Wealth Management's Blackstone Mortgage Trust position peaked at $207K in Q1 2022.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

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