SWM
DLB icon

Spire Wealth Management’s Dolby DLB Stock Holding History

Spire Wealth Management’s Portfolio DLB Stock Details DLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14K Hold
19
– – ﹤0.01% 2130
2025
Q4 		$1.22K Sell
19
-2
-10% -$134 ﹤0.01% 2165
2025
Q3 		$1.52K Hold
21
– – ﹤0.01% 2206
2025
Q2 		$1.56K Sell
21
-1
-5% -$75 ﹤0.01% 2220
2025
Q1 		$1.77K Buy
22
+3
+16% +$245 ﹤0.01% 2297
2024
Q4 		$1.48K Hold
19
– – ﹤0.01% 2306
2024
Q3 		$1.45K Sell
19
-85
-82% -$6.33K ﹤0.01% 2052
2024
Q2 		$8.24K Sell
104
-9
-8% -$724 ﹤0.01% 1693
2024
Q1 		$9.47K Sell
113
-92
-45% -$7.61K ﹤0.01% 1729
2023
Q4 		$17.3K Hold
205
– – ﹤0.01% 1585
2023
Q3 		$16.2K Hold
205
– – ﹤0.01% 1580
2023
Q2 		$17.2K Sell
205
-491
-71% -$41K ﹤0.01% 1645
2023
Q1 		$59.5K Buy
696
+91
+15% +$7.34K ﹤0.01% 1129
2022
Q4 		$43K Hold
605
– – ﹤0.01% 1034
2022
Q3 		$39K Sell
605
-68
-10% -$5.06K ﹤0.01% 1039
2022
Q2 		$48K Buy
673
+5
+0.7% +$378 ﹤0.01% 1302
2022
Q1 		$53K Buy
668
+36
+6% +$2.9K ﹤0.01% 1427
2021
Q4 		$60K Buy
632
+539
+580% +$48.2K ﹤0.01% 1625
2021
Q3 		$8K Hold
93
– – ﹤0.01% 2149
2021
Q2 		$9K Sell
93
-494
-84% -$48.8K ﹤0.01% 2149
2021
Q1 		$58K Buy
+587
New +$56.1K ﹤0.01% 1650

Other funds holding DLB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return