SWM
CAPE icon

Spire Wealth Management’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Spire Wealth Management’s Portfolio CAPE Stock Details CAPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.9K Hold
500
– – ﹤0.01% 1589
2025
Q1 		$15.2K Buy
+500
New +$15.2K ﹤0.01% 1704