SWM
DMB

Spire Wealth Management’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Spire Wealth Management’s Portfolio DMB Stock Details DMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-811
Closed -$8.55K – 2267
2026
Q1 		$8.55K Buy
+811
New +$8.89K ﹤0.01% 1664
2022
Q1 		– Sell
-800
Closed -$12K – 2607
2021
Q4 		$12K Hold
800
– – ﹤0.01% 2301
2021
Q3 		$12K Hold
800
– – ﹤0.01% 2033
2021
Q2 		$12K Hold
800
– – ﹤0.01% 2047
2021
Q1 		$11K Buy
+800
New +$11.4K ﹤0.01% 2375

Other funds holding DMB

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Spire Wealth Management's DMB Position: Q2 2026 in Review

Spire Wealth Management sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q2 2026, closing a stake of 811 shares — an estimated $8.55K sold.

Spire Wealth Management first reported a position in DMB in Q1 2021 and held it in 5 quarters. The position peaked at $12K in Q4 2021. 9 funds tracked by Wall St. Rank hold DMB as of Q2 2026.

  • Spire Wealth Management reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 811 BNY Mellon Municipal Bond Infrastructure Fund shares in Q2 2026, an estimated $8.55K.
  • Spire Wealth Management first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $12K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.