SWM
CMA

Spire Wealth Management’s Comerica CMA Stock Holding History

Spire Wealth Management’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-277
Closed -$24.1K – 2286
2025
Q4 		$24.1K Hold
277
– – ﹤0.01% 1416
2025
Q3 		$19K Hold
277
– – ﹤0.01% 1544
2025
Q2 		$16.5K Sell
277
-2
-0.7% -$112 ﹤0.01% 1578
2025
Q1 		$16.5K Sell
279
-1
-0.4% -$63 ﹤0.01% 1679
2024
Q4 		$17.3K Hold
280
– – ﹤0.01% 1664
2024
Q3 		$16.8K Sell
280
-10
-3% -$551 ﹤0.01% 1487
2024
Q2 		$14.8K Sell
290
-195
-40% -$9.96K ﹤0.01% 1531
2024
Q1 		$26.7K Buy
485
+5
+1% +$261 ﹤0.01% 1418
2023
Q4 		$25.2K Buy
480
+235
+96% +$10.6K ﹤0.01% 1455
2023
Q3 		$10.2K Sell
245
-59
-19% -$2.8K ﹤0.01% 1726
2023
Q2 		$12.9K Buy
304
+100
+49% +$4.04K ﹤0.01% 1731
2023
Q1 		$8.86K Hold
204
– – ﹤0.01% 1894
2022
Q4 		$14K Sell
204
-14
-6% -$970 ﹤0.01% 1492
2022
Q3 		$15K Sell
218
-4
-2% -$315 ﹤0.01% 1432
2022
Q2 		$16K Buy
222
+5
+2% +$404 ﹤0.01% 1746
2022
Q1 		$20K Buy
217
+77
+55% +$7.26K ﹤0.01% 1800
2021
Q4 		$12K Buy
140
+127
+977% +$10.9K ﹤0.01% 2299
2021
Q3 		$1K Buy
+13
New +$936 ﹤0.01% 2522
2021
Q2 		– Sell
-86
Closed -$6K – 2639
2021
Q1 		$6K Buy
+86
New +$5.63K ﹤0.01% 2557

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $206M AUM 26.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Spire Wealth Management's CMA Position: Q1 2026 in Review

Spire Wealth Management sold out of Comerica (CMA) in Q1 2026, closing a stake of 277 shares — an estimated $24.1K sold.

Spire Wealth Management first reported a position in CMA in Q1 2021 and held it in 19 quarters. The position peaked at $26.7K in Q1 2024. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Spire Wealth Management reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 277 Comerica shares in Q1 2026, an estimated $24.1K.
  • Spire Wealth Management first reported a position in Comerica in Q1 2021 and held it in 19 quarters.
  • Spire Wealth Management's Comerica position peaked at $26.7K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.