SWM
DBL

Spire Wealth Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Spire Wealth Management’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-77
Closed -$1.19K – 2387
2025
Q2 		$1.19K Hold
77
– – ﹤0.01% 2253
2025
Q1 		$1.21K Hold
77
– – ﹤0.01% 2355
2024
Q4 		$1.2K Sell
77
-153
-67% -$2.37K ﹤0.01% 2341
2024
Q3 		$3.65K Buy
230
+4
+2% +$63 ﹤0.01% 1890
2024
Q2 		$3.47K Buy
226
+5
+2% +$75 ﹤0.01% 1906
2024
Q1 		$3.4K Buy
221
+5
+2% +$76 ﹤0.01% 2003
2023
Q4 		$3.27K Buy
+216
New +$3.15K ﹤0.01% 2056
2022
Q4 		– Sell
-261
Closed -$4K – 2325
2022
Q3 		$4K Sell
261
-19
-7% -$295 ﹤0.01% 1778
2022
Q2 		$4K Buy
280
+3
+1% +$48 ﹤0.01% 2177
2022
Q1 		$5K Sell
277
-168,033
-100% -$2.98M ﹤0.01% 2225
2021
Q4 		$3.23M Sell
168,310
-1,363
-0.8% -$26.3K 0.07% 231
2021
Q3 		$3.35M Buy
169,673
+4,928
+3% +$97.7K 0.09% 205
2021
Q2 		$3.28M Sell
164,745
-398
-0.2% -$7.87K 0.09% 210
2021
Q1 		$3.26M Buy
+165,143
New +$3.26M 0.09% 207

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return