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Spire Wealth Management’s Calumet Specialty Products CLMT Stock Holding History

Spire Wealth Management’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.2K Hold
450
– – ﹤0.01% 1506
2026
Q1 		$16.2K Hold
450
– – ﹤0.01% 1488
2025
Q4 		$8.94K Hold
450
– – ﹤0.01% 1749
2025
Q3 		$8.21K Hold
450
– – ﹤0.01% 1825
2025
Q2 		$7.09K Hold
450
– – ﹤0.01% 1834
2025
Q1 		$5.71K Hold
450
– – ﹤0.01% 2020
2024
Q4 		$9.91K Buy
+450
New +$9.46K ﹤0.01% 1833
2024
Q3 		– Sell
-450
Closed -$7.22K – 2180
2024
Q2 		$7.22K Hold
450
– – ﹤0.01% 1735
2024
Q1 		$6.69K Hold
450
– – ﹤0.01% 1853
2023
Q4 		$7.2K Hold
450
– – ﹤0.01% 1846
2023
Q3 		$8.6K Sell
450
-500
-53% -$8.66K ﹤0.01% 1774
2023
Q2 		$15.1K Hold
950
– – ﹤0.01% 1690
2023
Q1 		$16.5K Sell
950
-950
-50% -$16.9K ﹤0.01% 1687
2022
Q4 		$32K Hold
1,900
– – ﹤0.01% 1166
2022
Q3 		$24K Hold
1,900
– – ﹤0.01% 1246
2022
Q2 		$20K Hold
1,900
– – ﹤0.01% 1669
2022
Q1 		$26K Hold
1,900
– – ﹤0.01% 1696
2021
Q4 		$25K Hold
1,900
– – ﹤0.01% 2033
2021
Q3 		$15K Hold
1,900
– – ﹤0.01% 1956
2021
Q2 		$13K Buy
+1,900
New +$11.7K ﹤0.01% 2022

Other funds holding CLMT

TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WDOM
Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Spire Wealth Management held its Calumet Specialty Products (CLMT) position steady in Q2 2026 at 450 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Spire Wealth Management first reported a position in CLMT in Q2 2021 and has held it in 20 quarters since. The position peaked at $32K in Q4 2022. 188 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

  • Spire Wealth Management held 450 shares of Calumet Specialty Products worth $16.2K as of Q2 2026.
  • Spire Wealth Management left its Calumet Specialty Products share count unchanged in Q2 2026.
  • Calumet Specialty Products made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1506 holding.
  • Spire Wealth Management first reported a position in Calumet Specialty Products in Q2 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Calumet Specialty Products position peaked at $32K in Q4 2022.
  • 188 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

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