Spire Wealth Management’s Cable One CABO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-220	Closed	-$24.8K	–	2280
2025 Q4	$24.8K	Sell	220 -637	-74%	-$86.9K	﹤0.01%	1403
2025 Q3	$152K	Buy	857 +26	+3%	+$3.91K	0.01%	865
2025 Q2	$113K	Buy	831 +449	+118%	+$84.3K	﹤0.01%	931
2025 Q1	$102K	Buy	382 +67	+21%	+$19.6K	﹤0.01%	1032
2024 Q4	$114K	Buy	315 +10	+3%	+$3.74K	﹤0.01%	987
2024 Q3	$107K	Buy	305 +1	+0.3%	+$358	﹤0.01%	896
2024 Q2	$108K	Buy	304 +122	+67%	+$46.7K	﹤0.01%	877
2024 Q1	$77K	Buy	182 +96	+112%	+$47.3K	﹤0.01%	1079
2023 Q4	$45.8K	Buy	+86	New	+$49.1K	﹤0.01%	1229
2023 Q2	–	Sell	-2	Closed	-$1.4K	–	2407
2023 Q1	$1.4K	Buy	+2	New	+$1.46K	﹤0.01%	2334
2022 Q3	–	Sell	-1	Closed	-$1K	–	2224
2022 Q2	$1K	Buy	+1	New	+$1.27K	﹤0.01%	2469
2022 Q1	–	Sell	-1	Closed	-$2K	–	2563
2021 Q4	$2K	Buy	+1	New	+$1.77K	﹤0.01%	2758
2021 Q2	–	Sell	-1	Closed	-$2K	–	2632
2021 Q1	$2K	Buy	+1	New	+$1.95K	﹤0.01%	2830

Other funds holding CABO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return