SWM
CET

Spire Wealth Management’s Central Securities Corp CET Stock Holding History

Spire Wealth Management’s Portfolio CET Stock Details CET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-424
Closed -$19.1K – 2405
2025
Q1 		$19.1K Hold
424
– – ﹤0.01% 1626
2024
Q4 		$19.4K Hold
424
– – ﹤0.01% 1635
2024
Q3 		$19.4K Hold
424
– – ﹤0.01% 1450
2024
Q2 		$18.7K Hold
424
– – ﹤0.01% 1462
2024
Q1 		$17.7K Hold
424
– – ﹤0.01% 1555
2023
Q4 		$15.9K Hold
424
– – ﹤0.01% 1608
2023
Q3 		$15K Hold
424
– – ﹤0.01% 1605
2023
Q2 		$15.5K Hold
424
– – ﹤0.01% 1676
2023
Q1 		$14.7K Buy
+424
New +$14.8K ﹤0.01% 1726
2022
Q3 		– Sell
-424
Closed -$15K – 2229
2022
Q2 		$15K Sell
424
-424
-50% -$16.1K ﹤0.01% 1766
2022
Q1 		$35K Sell
848
-630
-43% -$26.1K ﹤0.01% 1582
2021
Q4 		$66K Hold
1,478
– – ﹤0.01% 1593
2021
Q3 		$62K Hold
1,478
– – ﹤0.01% 1389
2021
Q2 		$62K Hold
1,478
– – ﹤0.01% 1389
2021
Q1 		$56K Buy
+1,478
New +$52.3K ﹤0.01% 1672

Other funds holding CET

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spire Wealth Management's CET Position: Q2 2025 in Review

Spire Wealth Management sold out of Central Securities Corp (CET) in Q2 2025, closing a stake of 424 shares — an estimated $19.1K sold.

Spire Wealth Management first reported a position in CET in Q1 2021 and held it in 15 quarters. The position peaked at $66K in Q4 2021. 81 funds tracked by Wall St. Rank hold CET as of Q2 2025.

  • Spire Wealth Management reported no remaining Central Securities Corp position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 424 Central Securities Corp shares in Q2 2025, an estimated $19.1K.
  • Spire Wealth Management first reported a position in Central Securities Corp in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's Central Securities Corp position peaked at $66K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Central Securities Corp as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.