Spire Wealth Management
CIM icon

Spire Wealth Management’s Chimera Investment CIM Stock Holding History

Spire Wealth Management’s Portfolio CIM Stock Details CIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$629 Sell
66
-372
-85% -$4.42K ﹤0.01% 2168
2026
Q2 		$5.84K Buy
438
+12
+3% +$161 ﹤0.01% 1797
2026
Q1 		$5.35K Buy
426
+360
+545% +$4.7K ﹤0.01% 1821
2025
Q4 		$820 Hold
66
– – ﹤0.01% 2221
2025
Q3 		$873 Hold
66
– – ﹤0.01% 2294
2025
Q2 		$915 Hold
66
– – ﹤0.01% 2295
2025
Q1 		$847 Buy
+66
New +$927 ﹤0.01% 2409
2023
Q3 		– Sell
-667
Closed -$11.5K – 2373
2023
Q2 		$11.5K Buy
+667
New +$10.6K ﹤0.01% 1765
2022
Q4 		– Sell
-300
Closed -$5K – 2320
2022
Q3 		$5K Sell
300
-100
-25% -$2.6K ﹤0.01% 1732
2022
Q2 		$11K Hold
400
– – ﹤0.01% 1873
2022
Q1 		$14K Hold
400
– – ﹤0.01% 1916
2021
Q4 		$18K Sell
400
-167
-29% -$7.9K ﹤0.01% 2149
2021
Q3 		$25K Sell
567
-94
-14% -$4.22K ﹤0.01% 1759
2021
Q2 		$30K Hold
661
– – ﹤0.01% 1693
2021
Q1 		$25K Buy
+661
New +$22.6K ﹤0.01% 2058

Other funds holding CIM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Spire Wealth Management's CIM Position: Q3 2026 in Review

Spire Wealth Management reduced its Chimera Investment (CIM) stake by 85% in Q3 2026, selling an estimated $4.42K and leaving 66 shares worth $629. The position accounts for ﹤0.01% of the portfolio, ranked #2168.

Spire Wealth Management first reported a position in CIM in Q1 2021 and has held it in 15 quarters since. The position peaked at $30K in Q2 2021. 116 funds tracked by Wall St. Rank hold CIM as of Q3 2026.

  • Spire Wealth Management held 66 shares of Chimera Investment worth $629 as of Q3 2026.
  • Spire Wealth Management sold 372 Chimera Investment shares in Q3 2026, an estimated $4.42K.
  • Chimera Investment made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #2168 holding.
  • Spire Wealth Management first reported a position in Chimera Investment in Q1 2021 and has held it in 15 quarters since.
  • Spire Wealth Management's Chimera Investment position peaked at $30K in Q2 2021.
  • 116 funds tracked by Wall St. Rank held Chimera Investment as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.