Spire Wealth Management’s COPT Defense Properties CDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-39	Closed	-$1.18K	–	2252
2026 Q1	$1.18K	Buy	+39	New	+$1.21K	﹤0.01%	2123
2023 Q4	–	Sell	-500	Closed	-$11.9K	–	2377
2023 Q3	$11.9K	Hold	500	–	–	﹤0.01%	1678
2023 Q2	$11.9K	Hold	500	–	–	﹤0.01%	1755
2023 Q1	$11.9K	Buy	+500	New	+$12.9K	﹤0.01%	1784
2022 Q3	–	Sell	-500	Closed	-$13K	–	2228
2022 Q2	$13K	Sell	500 -500	-50%	-$13.5K	﹤0.01%	1822
2022 Q1	$29K	Hold	1,000	–	–	﹤0.01%	1647
2021 Q4	$28K	Hold	1,000	–	–	﹤0.01%	1981
2021 Q3	$27K	Buy	+1,000	New	+$28.5K	﹤0.01%	1722

Other funds holding CDP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Spire Wealth Management sold out of COPT Defense Properties (CDP) in Q2 2026, closing a stake of 39 shares — an estimated $1.18K sold.

Spire Wealth Management first reported a position in CDP in Q3 2021 and held it in 8 quarters. The position peaked at $29K in Q1 2022. 327 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

Spire Wealth Management reported no remaining COPT Defense Properties position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 39 COPT Defense Properties shares in Q2 2026, an estimated $1.18K.
Spire Wealth Management first reported a position in COPT Defense Properties in Q3 2021 and held it in 8 quarters.
Spire Wealth Management's COPT Defense Properties position peaked at $29K in Q1 2022.
327 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

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