Spire Wealth Management’s DT Midstream DTM Stock Holding History

Spire Wealth Management’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$47K	Sell	349 -57	-14%	-$7.43K	﹤0.01%	1183
2025 Q4	$48.6K	Hold	406	–	–	﹤0.01%	1191
2025 Q3	$45.9K	Buy	406 +1	+0.2%	+$105	﹤0.01%	1268
2025 Q2	$44.6K	Hold	405	–	–	﹤0.01%	1244
2025 Q1	$39.1K	Sell	405 -980	-71%	-$98.1K	﹤0.01%	1370
2024 Q4	$138K	Buy	1,385 +981	+243%	+$93.4K	﹤0.01%	932
2024 Q3	$31.8K	Hold	404	–	–	﹤0.01%	1282
2024 Q2	$28.7K	Sell	404 -99	-20%	-$6.5K	﹤0.01%	1302
2024 Q1	$30.7K	Buy	503 +109	+28%	+$6.07K	﹤0.01%	1380
2023 Q4	$21.2K	Buy	394 +5	+1%	+$275	﹤0.01%	1519
2023 Q3	$20.6K	Buy	389 +1	+0.3%	+$52	﹤0.01%	1491
2023 Q2	$19.2K	Buy	388 +1	+0.3%	+$48	﹤0.01%	1602
2023 Q1	$19.1K	Sell	387 -597	-61%	-$30.9K	﹤0.01%	1636
2022 Q4	$54K	Buy	984 +24	+3%	+$1.37K	﹤0.01%	958
2022 Q3	$50K	Sell	960 -681	-41%	-$36.8K	﹤0.01%	947
2022 Q2	$80K	Buy	+1,641	New	+$89.6K	﹤0.01%	1116

Other funds holding DTM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return