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 $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spire Wealth Management's DBL Position: Q3 2025 in Review

Spire Wealth Management sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2025, closing a stake of 77 shares — an estimated $1.19K sold.

Spire Wealth Management first reported a position in DBL in Q1 2021 and held it in 14 quarters. The position peaked at $3.35M in Q3 2021. 70 funds tracked by Wall St. Rank hold DBL as of Q3 2025.

  • Spire Wealth Management reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 77 DoubleLine Opportunistic Credit Fund shares in Q3 2025, an estimated $1.19K.
  • Spire Wealth Management first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2021 and held it in 14 quarters.
  • Spire Wealth Management's DoubleLine Opportunistic Credit Fund position peaked at $3.35M in Q3 2021.
  • 70 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.