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Spire Wealth Management’s Global X SuperDividend US ETF DIV Stock Holding History

Spire Wealth Management’s Portfolio DIV Stock Details DIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,600
Closed -$164K – 2578
2021
Q2 		$164K Buy
11,600
+8,000
+222% +$160K ﹤0.01% 1000
2021
Q1 		$50K Buy
+3,600
New +$66.1K ﹤0.01% 1716

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Spire Wealth Management's DIV Position: Q3 2021 in Review

Spire Wealth Management sold out of Global X SuperDividend US ETF (DIV) in Q3 2021, closing a stake of 11,600 shares — an estimated $164K sold.

Spire Wealth Management first reported a position in DIV in Q1 2021 and held it in 2 quarters. The position peaked at $164K in Q2 2021. 91 funds tracked by Wall St. Rank hold DIV as of Q3 2021.

  • Spire Wealth Management reported no remaining Global X SuperDividend US ETF position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 11,600 Global X SuperDividend US ETF shares in Q3 2021, an estimated $164K.
  • Spire Wealth Management first reported a position in Global X SuperDividend US ETF in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Global X SuperDividend US ETF position peaked at $164K in Q2 2021.
  • 91 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.