Spire Wealth Management’s United States Copper Index Fund CPER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-400	Closed	-$9.21K	–	2382
2023 Q3	$9.21K	Sell	400 -596	-60%	-$14K	﹤0.01%	1758
2023 Q2	$23.1K	Buy	996 +596	+149%	+$14.1K	﹤0.01%	1531
2023 Q1	$9.98K	Buy	+400	New	+$9.92K	﹤0.01%	1845
2022 Q1	–	Sell	-1,000	Closed	-$27K	–	2577
2021 Q4	$27K	Buy	+1,000	New	+$26.8K	﹤0.01%	2004

Other funds holding CPER

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

KIA

Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spire Wealth Management's CPER Position: Q4 2023 in Review

Spire Wealth Management sold out of United States Copper Index Fund (CPER) in Q4 2023, closing a stake of 400 shares — an estimated $9.21K sold.

Spire Wealth Management first reported a position in CPER in Q4 2021 and held it in 4 quarters. The position peaked at $27K in Q4 2021. 47 funds tracked by Wall St. Rank hold CPER as of Q4 2023.

Spire Wealth Management reported no remaining United States Copper Index Fund position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 400 United States Copper Index Fund shares in Q4 2023, an estimated $9.21K.
Spire Wealth Management first reported a position in United States Copper Index Fund in Q4 2021 and held it in 4 quarters.
Spire Wealth Management's United States Copper Index Fund position peaked at $27K in Q4 2021.
47 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.