Spire Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3M	Sell	54,621 -16,206	-23%	-$387K	0.04%	345
2026 Q1	$1.68M	Sell	70,827 -9,607	-12%	-$239K	0.06%	293
2025 Q4	$2.12M	Buy	80,434 +486	+0.6%	+$13K	0.07%	242
2025 Q3	$2.08M	Buy	79,948 +78,481	+5,350%	+$2.36M	0.07%	229
2025 Q2	$45.1K	Buy	1,467 +767	+110%	+$23.4K	﹤0.01%	1239
2025 Q1	$22.7K	Hold	700	–	–	﹤0.01%	1570
2024 Q4	$22.6K	Buy	+700	New	+$21.9K	﹤0.01%	1585

Other funds holding BXSL

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $998M AUM 24.42% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return